1) Capture
Lead form, inbound call, or web chat enters one intake lane instantly.
Lead-Gen Automation Engine
This workspace runs capture, qualification, nurture, and conversion workflows as one connected system. Use it as your daily operating surface for growth.
Get value immediately: follow these three tiny steps to add an automation to your business.
This will prefill the Automation Copilot so you can see generated steps and enable them quickly.
Step 1 of 3: 1) Describe the trigger
Choose what starts the automation: new lead form, missed call, or payment received.
1) Capture
Lead form, inbound call, or web chat enters one intake lane instantly.
2) Qualify
AI collects job details, urgency, and scope before handoff.
3) Nurture
SMS + email follow-up sequences keep high-intent leads active.
4) Convert
Estimate, proposal, invoice, and reminder chain drives close rate.
Describe the automation you want and the system will scaffold triggers and steps.
Autopilot Mode
Bundle lead capture, qualification, estimate drafting, follow-up, and nurture in one mode.
Automation Health
UNKNOWN
Avg Reply Latency (1h)
n/a
Failed Deliveries (1h)
0
Reminder Backlog
0
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