Automation

Define business rules for persona routing, human handoff, lead scoring, after-hours responses, CRM updates, and notification flows.

Route sales inquiries

Enabled

Trigger

Intent is sales or pricing

Action

Use Sales Linxa and collect lead details

Technical support handoff

Enabled

Trigger

Bug report with missing details

Action

Ask for screenshots, device, version, and logs

High-value lead alert

Draft

Trigger

Lead score is above 80

Action

Notify owner and create CRM event

After-hours response

Draft

Trigger

Outside business hours

Action

Set expectation and offer booking link