Automations - also called workflows - are the engine behind your genie. Each one is a simple recipe: a trigger, then a series of actions.
A trigger is the thing that starts it: a missed call, a form submission, a new message, or a pipeline stage changing. Actions are what happens next: send a text, wait a day, send an email, add a tag, create a task, or notify you.
Your account comes pre-loaded with the essentials, set up for you: speed-to-lead replies, missed-call text-back, quote follow-up sequences, appointment reminders, and review requests. You don't have to build these from scratch.
You can tweak any of them - change the wording, adjust the timing between steps, or turn one on or off - in the Automations area. Start by editing copy to sound like you before changing logic.
Tip: less is more. A few reliable workflows that always fire beat a tangle of clever ones. If you want something custom, ask support and we'll help you build it safely.