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Coach · Campaigns automate outreach with multi-step sequences (SMS, email) triggered by events.
Campaigns
Drip campaigns, SMS sequences, and follow-up automations. Triggers include new lead, reply received, and status change.
Campaign list
- New Lead SMS Follow-upActive
- Missed Call Text BackActive
- Voice Widget Lead QualificationActive
- Invoice payment reminder (LedgerAI)Active
- Re-engagement CampaignDraft
How campaigns work
In the full product you create campaigns from triggers, then define steps (send message, wait, add tag, assign rep, etc.). Here’s what you can run:
Drip campaigns
Multi-step email or SMS sequences that run over time. Set delays between steps (e.g. Day 1, Day 3, Day 7) to nurture leads automatically.
Example: Welcome series → Tips → Offer
SMS sequences
Automated text follow-ups after a lead comes in or replies. Perfect for appointment reminders, quote follow-ups, and re-engagement.
Example: New lead → Welcome SMS → Follow-up in 24h
Follow-up automations
Triggered actions when a lead moves stages, books a meeting, or goes quiet. Keeps your team on top of hot leads and re-engages cold ones.
Example: Status → Qualified: assign to rep, create task
Triggers
Campaigns start when one of these events happens:
- New leadWhen a lead is created (form, chat, SMS, API). Start welcome drips or notify the team.
- Reply receivedWhen a lead replies to SMS or chat. Run AI-suggested replies or continue a sequence.
- Status changeWhen pipeline stage changes (e.g. New → Qualified). Assign reps, send internal alerts, or start a new sequence.
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