Interactive workflow
Generate a follow-up sequence from one lead.
This sample uses deterministic templates for public demo purposes. A client build can connect the same workflow to OpenAI, a CRM, n8n, Zapier, Make, Google Sheets, Twilio, WhatsApp Cloud API, or email.
Build scope
Small first version.
- Lead source webhook or CSV/Sheet intake
- Duplicate check by phone, email, or source ID
- AI-assisted qualification summary with human-review fallback
- SMS, WhatsApp, or email follow-up timing
- CRM or spreadsheet status updates and handoff notes
Guardrails
Designed for useful automation, not spam.
The workflow is scoped around incoming leads or approved lists, keeps opt-out language where required, logs every send, and escalates to a person when a lead asks a question the automation should not answer alone.
Example event
What the automation stores.