Ready-made examples
Automation flows for real operations
Four journeys with more steps β AI, queues, CRM, and human handoff.
AI service + handoff
AI handles, answers with authorized knowledge, then transfers when needed.
New conversation
Trigger by channel, schedule, or keyword.
AI classifies intent
RAG and allowed actions within governance.
Automated reply
Message with contact and queue context.
Confidence rule
Low confidence or human request triggers handoff.
Handoff to agent
Full history to the right queue.
Auditable close
Status, reason, and ownership recorded.
Queue routing + SLA
Human routing with priority, skill, and SLA compliance.
Conversation opens
Identify channel, language, and tags.
Priority calculated
VIP, critical SLA, or keyword bumps queue.
Skill routing
Route to department or enabled agent.
Mention or transfer
Team collaborates in-thread.
SLA alert
Notify supervisor before breach.
Metric logged
Queue and response time feed analytics.
Lead qualification β CRM
From first message to Kanban opportunity.
Lead on WhatsApp
Contact created or enriched automatically.
Bot collects data
Guided questions capture need and budget.
Qualification score
Branch to nurture, SDR, or opportunity.
Create opportunity
Deal in pipeline with product snapshot.
Assign owner
Commercial queue ownership.
Auto follow-up
Reminder if lead goes inactive.
Inactive conversation recovery
Re-engage silent customers without losing context.
Detect inactivity
No customer reply for X hours.
Check channel window
Respect WhatsApp and channel rules.
Contextual message
Resume prior topic β not generic template.
Offer or handoff
Coupon, link, or human transfer.
Update tags
Mark recovery attempt on contact.
Close or reopen
End automation or return to active queue.