Automations & AI

Automations & Workflows

We use automations & workflows together to help us get on top and stay on top of our operations. The automation engine that is included in your CRM is incredibly robust and endlessly customizable. We can automate just about anything for you, or you can learn it yourself! Here are a few examples of basic automations & workflows that can be used:

  • Automated replies

  • Automated scheduling of appointments

  • Automated email campaigns

  • Automated reminders

  • Automatically posting to multiple social accounts

  • Workflow procedural steps that depend on the results of previous steps

  • Automated forms that change based on user input

  • Routing of messages, documents, files, and replies based on user input

  • This is just the tip of the iceberg... there are literally thousands of ways the automation and workflow engine can be customized

AI

To be clear, AI is currently in the pre-birth phase. It is not even close to infancy yet. But it is getting there and we will see amazing advancements due to AI. For now, one of the very cool things we can do is use AI to learn about our business and content, and then automatically reply to chat or email inquiries using very good answers. And the more we train it, the better it becomes. We use AI in the following ways:

  • AI chatbox replies

  • AI voice employee

  • AI scheduling

AI chatbox and voice employee are actually really cool and a lot of people really like it. There have been studies that show many people prefer talking to an AI rather than a person because the speed and quality of information is actually better. This is where we are headed and you can have the capability now if you need it.

We leverage the power of automations, workflows, and AI to get the most from your website and CRM. These are the tools that help you be more efficient and reduce your operational overhead while increasing your engagement and conversions with your audience.