Tag
#Automation
22 guides tagged Automation.
Unified Inbox & MessagingAppointments & remindersSchedule customer appointments and auto-send SMS…SMS / TextMissed-call auto-textWhen a call goes unanswered, the caller automatically gets a text so the lead isn't…Channels — Webchat, Facebook, Instagram, Email, Lead FormsUnified omni inbox (one contact, all channels)A single row per customer that rolls up every channel they've used, so you reply in context regardless of where the…Phone, Voice & SoftphonePhone system (PBX) — extensions, ring groups, routingAn office phone system: extensions per person/desk, ring groups per team, and rules for how each inbound number is…Phone, Voice & SoftphoneVoicemail boxesNamed voicemail boxes — one general, or per extension / per department — with their own greetings and…Phone, Voice & SoftphoneCall recording & transcription (with consent)Optionally record calls, transcribe them, and attach both to the customer's timeline — with a spoken consent…Phone, Voice & SoftphoneAI call intelligenceAutomatic transcription, summary, and sentiment on recorded calls, with a choice of AI…Reviews & ReputationUnified multi-source reviews (Google · Yelp · Facebook · Manual)One reputation feed that brings Google, Yelp, and Facebook reviews together with a color source badge on every review,…Reviews & ReputationReview-request campaignsScheduled, audience-driven review-invite campaigns (not just…Contacts, CRM, Tags & SegmentsAuto / smart taggingKeyword→tag rules that tag contacts automatically as they message…Campaigns, Blasts & Drip AutomationMass text blastsSend a one-time text to a whole audience at…Campaigns, Blasts & Drip AutomationMulti-channel drip automationAutomated multi-step SMS + email sequences that branch on whether the customer…Campaigns, Blasts & Drip AutomationDrop / if-then rulesSimple trigger rules that act on inbound…Campaigns, Blasts & Drip AutomationPer-channel auto-repliesEach channel gets its own automatic reply — greeting, after-hours, instant lead response, or a custom…Conversation Folders, Archive & Follow-upConversation foldersOrganize conversations into folders (e.g. Tint, Audio, Scheduling) in an email-client-style…Conversation Folders, Archive & Follow-upArchive / Complete (Open vs Closed)Mark a conversation complete to clear it from the active inbox while keeping it searchable — and it reopens…Integrations & APIExternal API triggers + client-managed tokensLet outside systems fire actions in the platform with scoped, revocable API…Integrations & APIOutbound webhooksPush events out to your CRM, POS, or automation tools (Zapier/Make) in real…Website Widget & Form WidgetEmbeddable contact-form widgetA drop-in <script> snippet that puts a structured lead/contact form on your site — posting into the inbox, creating a…Compliance, Consent & GuardrailsAnti-spam guardrailsBuilt-in protections so your outbound messaging stays compliant and can't run…Compliance, Consent & GuardrailsSelective CC / loop-in supervisionGet an automatic copy of a specific team member's texts and emails — loop in a manager or owner without touching how…Branding & White-labelProgressive Web App + pushInstall the app to a device and get push notifications for new…
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