Automated Workflows

Put your messaging on autopilot

Build trigger-based automations that opt people in, reply instantly, run scheduled sequences, and escalate to a human exactly when it matters.

Automate the work, keep the human touch

Set the rules once and let your workflows handle the repetitive work — so your team can focus on the conversations that count.

Let people join a list by texting a keyword like JOIN or ENROLL. Consent is captured automatically and the welcome message fires instantly.

Respond the moment a message arrives. Answer FAQs, confirm appointments, or acknowledge a request without anyone lifting a finger.

Build multi-step sequences that send over days or weeks — onboarding, reminders, or follow-ups — each timed to the moment that matters.

When a message needs a human, route it to the right teammate automatically. Urgent keywords and unanswered replies never slip through.

Here's how a clinic confirms appointments automatically — and escalates only when a real person is needed.

1
Trigger
Patient texts CONFIRM
An inbound keyword kicks off the workflow the instant it arrives.
2
Condition
Is the appointment within 24 hours?
Branch the path based on contact data, tags, or timing.
3
Action
Send confirmation + add to reminder list
Reply automatically and update the contact's tags in one step.
4
Escalate
No reply in 2 hours → notify front desk
If the patient goes quiet, route the conversation to a teammate.

Automate opt-ins, replies, and follow-ups today. Set up a free account in minutes — no contracts.