Recipes

Copyable workflow builds: missed call → text back, the 5-second lead text, quote follow-through, reminder cadences, no-show recovery, and after-hours triage.

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The builds every business starts with. Each is a few minutes in the editor; the playbooks show which ones matter most for your vertical.

Missed call → text back

The single highest-ROI automation in the product. 85% of voicemail callers never call back — this catches them in the seconds they're still deciding.

Starts when:  A call goes unanswered  (+ A voicemail is left)
Step 1  Notify → SMS
        "Sorry we missed you at {{business}} — reply here and
         we'll get you booked."
Step 2  Notify → Help desk ticket  "Missed call from {{phone}}"
        (so a human owns the call-back if the text goes quiet)

The 5-second lead text (speed to lead)

Starts when:  A form is submitted   (or: The AI captures a lead)
Step 1  Notify → SMS       "Got your request — this is {{business}}.
                            Want me to get you booked now?"
Step 2  Notify → Email     owner alert with the form's fields
(The SMS agent takes the reply conversationally from there.)

Quote follow-through

Starts when:  A card moves to column "Quoted"
Step 1  Notify → Email     the quote recap, same day
Step 2  Wait               3 days
Step 3  Notify → SMS       "Any questions on the quote? Happy to
                            adjust — just reply here."
Step 4  Notify → Ticket    if still in "Quoted": human follow-up

Reminder cadence (kills no-shows)

Starts when:  A card moves to column "Booked"
Step 1  Notify → Email     confirmation at booking
Step 2  Wait               until the day before
Step 3  Notify → SMS       day-before reminder
Step 4  Notify → SMS       morning-of reminder
(Reminders like these cut no-shows 30–50%.)

After-hours voicemail → morning queue

Starts when:  A voicemail is left
Step 1  Notify → Help desk ticket
        requester: the caller · body: the transcript
(The morning shift finds a triaged queue, not a full mailbox.)

Missed call → WhatsApp win-back

Starts when:  A call goes unanswered
Step 1  Notify → WhatsApp
        inside 24h window: session text, AI finishes the booking
        outside it: your approved "sorry we missed you" template

Publish one at a time

Ship the missed-call text-back first and watch its run log for a day. Then add the next. Each recipe is independently valuable — you never need a big-bang rollout.

Testing & versions

CRM overview