Lead generation
Quote request qualifier
Ask budget and timeline before passing to sales.
- Message contains “quote”
- Budget check
- Notify sales
For agencies
Run conversational campaigns for every client.
Keep each client in its own workspace, reuse proven workflows and report on leads with consistent structure across accounts.
Works withInstagramMessengerWhatsApp
Sound familiar?
The inbox shouldn’t hold you back.
- Rebuilding the same flows for every new client
- Messy hand-overs between account managers
- Inconsistent lead data across accounts
How it helps
Workflows built for agencies.
- 01
Client workspaces
Separate channels, contacts and team access per client.
- 02
Reusable templates
Save your best workflows and roll them out in minutes.
- 03
Roles and permissions
Give clients view access without risking live automations.
- 04
Weekly digests
Send a structured lead summary to each account owner.
Recommended templates
Browse all templates- Lead generation
Consultation booking
Qualify, then share a booking link with good-fit leads.
- “Book a call” tapped
- Qualifying questions
- Send booking link
- Support
Agency weekly digest
Summarise leads per client workspace each week.
- Every Monday
- Collect lead counts
- Send digest to team
- Engagement
Event RSVP
Collect RSVPs and send reminders before the day.
- Keyword “RSVP”
- Save attendee
- Reminder 1 day before
The Business plan is designed for multi-workspace teams. Talk to us about your client count.
Role-based access is planned so clients can view results without editing workflows.
Your next conversation could be your next customer.
Spend less time repeating yourself and more time growing your business.