Automations

Always-on flows live in the Automations tab. Each starts from a trigger, and you add steps like delays, tags, pipeline moves and random splits. Ready runs it 24/7.

Walkthrough: build an automation5 steps

1. In Automations, click Create new, then choose ✦ Draft with AI, Start from scratch, or a template (New lead follow-up, Win-back sequence, Keyword auto-reply). With no automations yet, you'll see Create with AI and Build it yourself instead.
2. Set the WHEN trigger card (e.g. "A new contact is added", or a keyword reply). The trigger decides who enters the flow.
3. Click the + under the trigger and drag steps from the left panel onto the canvas: Send SMS, Send template, delays, Add tag, Move to pipeline, Update appointment, Enroll in sequence, Random split, and more.
4. Click Save. The Enrollment tab shows every contact that has entered and where they are now.
5. Click ▷ Test workflow and pick yourself as the contact. The test runs for real, so texts send and tags apply. Then flip the switch from Paused to Active and click Save.