Automate bookings, follow-ups, and client retention so you can focus on delivering results.
25 workflows available
Med spas juggle high-value appointments, complex treatment plans, and clients who expect concierge-level service. Most lose revenue to no-shows, slow follow-ups on consultation requests, and manual rebooking. AI workflows handle the repetitive coordination so your team can focus on patient care and upsells.
24/7 voice agent that books appointments and captures intake info under a signed BAA — engineered for dental, med spa, and healthcare-adjacent SMBs.
A typical 4-op dental practice taking 60 calls/day at $0.10/min averages…
Monitors Google, Yelp, and Facebook reviews; drafts brand-voice responses grounded in past replies; queues for one-click human approval.
Practices that respond to >90% of reviews within 24 hours rank materially…
Outbound voice agent for reactivation calls, appointment confirmations, and lead qualification at scale.
A 500-lead reactivation campaign at $0.12/min × 2.5 min avg = $150 in call…
24/7 AI phone agent that answers, qualifies, books, and transfers — sounds human, never sleeps.
A practice taking 30 calls/day at $0.10/min averages $90/month vs. $3,500/month…
Operators ask questions in plain English; the agent writes SQL, queries the warehouse / Sheets, and returns charts + 1-line summaries.
A founder pulling 5-10 data questions a week (each previously a 30-min Slack…
Weekly autonomous scrape of competitor sites, ads, pricing, reviews, and social — diffed against last week, summarized in Slack.
Catching a competitor pricing change a week early is worth real money. For a…
Handle inbound calls and website inquiries 24/7 with an AI receptionist that books appointments, answers FAQs, and routes urgent requests.
An AI receptionist handling 30 calls/day at $0.10/minute averages $90/month vs.…
Turn happy customers into a predictable referral engine with automated ask, track, and reward sequences.
Businesses with automated referral programs see 2-4x more referrals than those…
Automatically check in after every job or appointment to catch issues early and build long-term loyalty.
Businesses with automated post-service follow-up see 25-35% higher rebooking…
Use purchase history and service data to automatically suggest relevant add-ons and upgrades at the right moment.
Automated upsell sequences typically increase average customer value by 15-25%.…
Re-engage customers who haven't visited or purchased in 90+ days with a targeted 3-touch reactivation sequence.
Winback campaigns typically recover 5-15% of dormant customers. A gym with 200…
Get instant alerts when someone mentions your business online and respond to reviews across platforms from one place.
Businesses that respond to reviews see 12% higher average ratings over time.…
Let customers self-book online 24/7 with smart scheduling that handles availability, buffers, and confirmations automatically.
Businesses that add online self-booking see 30-40% more appointments booked,…
Respond to every Google, Yelp, and Facebook review within hours using AI-drafted, human-approved replies.
Businesses that respond to 100% of reviews see a 0.3-0.5 star improvement in…
Automate new client onboarding with welcome sequences, document collection, and setup instructions that run on autopilot.
Saves 3–5 hours per client onboarded. For a business onboarding 20…
Extract structured data from invoices, forms, contracts, and documents using AI-powered OCR and processing — eliminating hours of manual data entry.
Reduces document processing time by 70–85%. A business processing 500…
Track competitor pricing, reviews, content, and market moves automatically — so you spot threats and opportunities before they hit your bottom line.
Early detection of competitor moves lets you respond 2–4 weeks faster.…
Use AI-optimized scheduling to match staffing levels to demand patterns while respecting availability, labor rules, and overtime limits.
Reduces manager scheduling time from 4–8 hours/week to under 1 hour. Cuts labor…
Set up behavioral drip campaigns that nurture leads and re-engage customers based on their actions — not just arbitrary timers.
Behavioral email flows typically generate 25–40% more email revenue within 90…
Automatically text any caller who doesn't reach you — within 60 seconds of the missed call.
Businesses that implement missed-call text-back typically recover 20-35% of…
Wake up your dead lead list with a 3-touch AI-powered SMS sequence.
A reactivation campaign to 500 cold leads typically generates 15-30 booked…
Answer your most common customer questions instantly — 24/7, without staff involvement.
Businesses that deploy FAQ bots report 40-60% reduction in routine inquiry…
Automatically ask happy customers for Google reviews at the perfect moment — right after the job.
Businesses that automate review requests typically see 3-5x more reviews per…
Reduce no-shows by 60% with automated multi-touch appointment reminders via SMS and email.
Practices that implement a 3-touch reminder sequence see 50-70% reduction in…
Capture every new lead, qualify them automatically, and route to the right person — no manual sorting.
Speed-to-lead is the single biggest factor in conversion. Responding within 5…
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Free implementation guides for SMB operators and enterprise teams — workflows, prompts, governance, and tool stacks built to ship.