Messaging
Follow-up automations
Schedule approved template follow-ups for defined CRM events without losing human control.
Rules
Create automation rules for stage entered, inactive contact, after purchase, or manual events. Choose a verified filter, delay, and approved template.
Rules begin as Draft. Activate only after testing with an internal contact and confirming consent, timing, and template variables.
What automation does not do
Automation does not create marketing consent, make payment decisions, or replace a human for sensitive queries. Pause a rule if its template, offer, or business policy changes.