Automations
Set it once. It runs forever.
Define rules that fire after every call. Tag contacts, send emails, retry failed calls, push data to your CRM. No manual follow-up required.
Recipe examples
Each automation is an if/then rule. Here are four common patterns.
If Call outcome is qualified
Add tag: hot-lead
Send follow-up email
Notify Slack channel
If Call outcome is no-answer
Retry call in 30 minutes
Max 3 attempts
If Call outcome is booked
Send confirmation email
Fire webhook to CRM
Add tag: appointment-set
If Call outcome is not-interested
Add tag: nurture
Send breakup email after 7 days
Available actions
Add tag
Label contacts for segmentation and filtering
Send email
Trigger a templated email via Resend
Retry call
Re-enqueue with configurable delay
Fire webhook
POST to any URL with call context
Notify Slack
Send a message to a Slack channel
Update contact
Set custom fields on the contact record
Conditions
Automations evaluate these conditions after every call. Combine multiple conditions for precise targeting.
- Call outcome (qualified, not-interested, booked, no-answer, voicemail)
- Call duration (above or below a threshold)
- Sentiment score (positive, neutral, negative)
- Specific keyword mentioned in transcript
- Contact tag matches
- Time of day
Stop doing things manually
Automations are available on Pro and Scale. Pro includes 25 rules. Scale is unlimited.