Always includes
- At least one connected channel (WhatsApp, call, email or form)
- Automatic reports to the owner
- Stock alerts + post-quote follow-up
- Quote / contract generation
Automation examples
- WhatsApp AI Agent for 24/7 attention
- Inbound or outbound call agent
- Smart forms with scoring and routing
- Automatic sales reports to owner
- Document automation (proposals, minutes)
- Automatic customer onboarding
Each channel is explained in detail on the automations page.
