Automations

Rules that run themselves

Automations

Every rule reads as one sentence. Simulate it before you switch it on.

Templates & funnels

Rules

newest version of each

reads history, changes nothing

Pick a rule and choose Simulate to see what it would have done.

shared vocabulary

Name When…

…and the outcome is …and the market is

…and the count

is value

…and it has label …and it lacks label

…and the time is

apply label remove label

create task titled due in hours

route round robin among operator IDs alert a manager, subject

Choose a trigger and at least one action.

Trigger

When…

↓

Conditions

any matching lead

↓

Actions

choose at least one

Rules save switched off. No rule can send a customer a message: the only actions are labels, tasks, routing, funnel enrollment, and internal alerts.

Labels annotate. Counts like "second no answer" are derived from call history and are already on the lead desk without a rule.