Agency workflows
Build client services around scheduling, support, and lead qualification. Each example shows what to configure, how to test it, and where a person stays involved.
Client scheduling
Build a scheduling workflow as part of your agency’s client service. Configure the client’s calendar, confirmation steps, and team notifications, then test the handoff before launch.
Explore the workflowFrom request to result
A calendar event, a confirmation email, and the details your team needs.
Client support
Deliver an agent that answers from a client’s policies and records requests for review. Configure its support destinations and escalation boundaries before handing it over.
Explore the workflowFrom request to result
A support ticket, an acknowledgment email, and a team notification.
Lead qualification
Build an intake service for a client’s website. Configure qualification questions, authorized CRM access, and follow-up steps so the client receives an organized inquiry.
Explore the workflowFrom request to result
A CRM contact, an intake folder, and an email explaining how to get started.
Google Calendar, Gmail, and approvals are included from free Starter. New calendar and email actions default to your approval before they run. Other integrations unlock at Pro, with $200 in total top-ups. Connect your accounts, grant the required permissions, and enable the tools for your agent. Usage charges and third-party service requirements apply.