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Routines

Automate your customer communications with AI-powered workflows

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Create automated workflows to keep your customers engaged with personalized messages on autopilot.

Routine Templates

Pre-built routines to automate common business tasks

Template Trigger Frequency Action

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Templates help you quickly create common routines for your AI.

Create Routine

1

Describe

2

Trigger

3

Audience

4

Action

5

Preview

6

Activate

Step 1 of 6

Describe what you want to automate in plain English and AI will help set it up.

What would you like to automate?

Examples:

Win-back inactive customers Birthday greetings Appointment reminders

When should this routine run?

At what time?

On which day?

Who should receive this?

Inactive for how many days?

Which tag?

-- customers match this condition

What action should be taken?

Send Email

Send SMS

Notify Me

Email Subject

Email Body

Variables: {first_name} {last_name} {business_name} {days_inactive}

SMS Message

Variables: {first_name} {business_name} {booking_link}

You'll receive a notification with the list of matching customers. No message will be sent to customers automatically.

Routine Name

Description (optional)

Routine Summary

Matching Customers (first 5)

Win-back inactive customers

Ready to activate your routine

You can pause or edit this routine at any time from the Routines page.

Routine Execution Log

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