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Automations

Automatically respond to Hot Leads with SMS, send webhooks, or AI-powered replies.

💡 What It Is + Why You Want to Use It

Automations handle what happens after a lead replies—so you don’t have to.

When a lead responds positively, Automations trigger actions like sending a message, notifying another system, or handing the conversation to AI.

Use Automations to:

  • respond instantly when a lead replies
  • ensure every Hot Lead gets immediate follow-up
  • reduce manual work
  • keep responses consistent across your team
  • scale outreach without missing opportunities

Automations are built around a Positive Reply Automation, which runs on the first positive reply.

⚙️ How to Use Automations

From the main menu, select Automations
You will land on the Automations page
Choose a tab:
  • AI Responder 
  • Actions 

Configure AI Responder 

From the AI Responder tab and New Agent 
Configure the agent:

Screenshot 2026-04-11 at 10.06.38 PM

1. Focus
Name / Alias
Description

Goal Type:
General Engagement
Send Scheduler
Phone Connect

2. Action
Configure follow-ups:
1 hour after no response
24 hours after no response

3. Personality:

Professional
Casual
Friendly

 

 

 

Actions: Configure Positive Reply 

Screenshot 2026-04-11 at 9.57.15 PM

Send a Text Message:
Toggle Send a text message ON (optional)

Select a Template

Choose a schedule:
ASAP
Next Weekday at [TIME]

 

Send a Webhook
Toggle Send a webhook ON (optional)

Enter Webhook URL

 

Add: Webhook Signature (secret + header name)

Custom Headers(Optional)

Test Webhook

Save Automation

Test AI Responder

  1. Scroll to the new Start Conversation demo
  2. Enter your outreach message
  3. Click Start Conversation
  4. Simulate replies to see how AI responds

⚠️ Important Notes & FAQs

Topic Details
Trigger Automations run on the first positive reply per enrollment
Scope Automations are set per campaign, not globally
Warm leads Warm automations no longer exist
Multiple actions SMS and webhook can run together
AI behavior AI responds with a natural delay and follows configured goals
AI limits Conversations are capped and escalate to a human when needed
Takeover You can take over AI conversations at any time
Without Universal Plan Only Actions tab is available
AI enabled behavior AI takes over the conversation automatically
Overrides Each campaign can override automation behavior

🧩 Pro Tip

Turn this on early.

A simple automated response ensures every Hot Lead gets a quick follow-up—even when you're busy.

AI Responder can handle those conversations for you in real time.