Start from a proven workflow.

When a new lead lands in the CRM, send them a friendly intro email from your main mailbox — replace the placeholder copy + pick the mailbox after you click Use.

When a prospect replies to one of your sequences, draft an AI response and send it from the same mailbox. Pair with your mailbox auto-reply rule for full coverage.

The moment a lead replies to an outreach email, post a notification to your Slack channel so your sales team can jump in fast.

When one of your uptime monitors flips to DOWN, email the ops inbox and post to Slack so someone can investigate within minutes.

When an SEO audit finishes with a score under 70, enrol the lead in your discovery sequence automatically. Uses the built-in 'if' branch.

Complete WhatsApp AI chatbot based on the Flavourz restaurant workflow. Detects if the customer sent text, a voice note, or an image — transcribes audio, describes images, then an AI agent answers with menu knowledge + memory. Responds as both text and a TTS voice note.

Incoming WhatsApp message → AI classifies the intent → interested leads get added to CRM pipeline at MEETING stage.

Customer messages "book" → AI extracts their preferred time → sends booking link from your FlowMaticX booking page.

Customer messages → greeting → show services menu → take booking details → confirm appointment via WhatsApp.

Customer asks about their order → extract order number → look up status → send update.

Detect the customer's language → translate → generate AI reply in their language → send.

Patient messages → hours check → menu (book, emergency, prices) → AI responds with clinic info.

Prospect → classify intent (buy/rent/sell) → AI reply → move to CONTACTED in CRM.

Menu (new/used/test drive/service/sales) → classify → human handoff for sales, AI for others.

Customer messages → classify intent (menu / hours / booking / other) → if menu, send menu text; otherwise AI generates a helpful reply. Lightweight version without media handling.

Customer messages → AI extracts their order + phone + address → confirms order details back → adds a note to CRM. Perfect for restaurants and food delivery.

Any incoming message (text or voice) → transcribe if audio → AI generates a reply → always respond with a TTS voice note + text. Replicates the Flavourz "always send voice" pattern.

Check if within business hours → time-based greeting → interactive menu (options: menu, book, hours, speak to someone). After hours sends a polite closed message.