Automation & AI
Automate support, lead qualification, and internal processes with visual flows, conversational AI agents, and integrations with external services.
What it's for
- Businesses that want 24/7 support without growing the team
- Sales teams automating lead qualification and follow-up
- Operations that need CSAT/NPS on closure or actions when CRM stages change
- Developers integrating systems via webhooks and HTTP
What you can do
- Build flows in the visual drag-and-drop editor with dozens of node types
- Use specialized flows: closure (
attendance_closure), CRM stage change (crm_stage_change), team transfer (team_transfer), scheduling (appointment_status_change), and background processing (bulk_silent) - Configure triggers by channel, schedule, keyword, first contact, or webhook
- Create AI agents with knowledge base (RAG), tools, and fallback between agents
- Equip agents with tools for CRM, schedule, transfer, external API, web search, and funnel
- Automate tasks with the create-task node, documents with the document node, and sales with the POS node
- Integrate OpenAI, DeepSeek, ElevenLabs, Minimax, and Firecrawl for AI, voice, and web scraping
- Measure response rate in funnels with Checkpoint
- Process actions in the background with silent flows, without direct customer contact
How it connects
- Chat & Support — flows reply to conversations and AI agents handle support in real time
- CRM & Customers — stage changes trigger automations; nodes update customer data
- Schedule — agents schedule, confirm, and react to status changes
- Tasks — flows create tasks; project automations start silent flows