Automation

Rules run against real store state. Every outcome is written, not animated.

Demo mode

New paid lead routing

Fired 0 times this session

When
A new lead is created from a paid source
If
Source is Meta Ads or Google Ads
Then
Assign to the service advisor of the nearest branch and create a call-back action item due within 30 minutes

Warm on second ad touch

Fired 0 times this session

When
An ad touch is matched to an existing lead
If
The lead already has at least one earlier ad touch with a different ad id
Then
Move the lead stage from cold to warm and notify the lead owner

Hot on booking intent

Fired 0 times this session

When
An inbound message is received
If
The message requests a date, a slot or a price confirmation
Then
Move the lead stage to hot and open a booking draft for the advisor

Service due reminder

Fired 0 times this session

When
A vehicle reaches its next service due date
If
No booking exists in the next 14 days for that vehicle
Then
Send a WhatsApp template reminder and create a follow-up action item for the branch

No-show recovery

Fired 0 times this session

When
A booking is marked as no-show
If
The customer has no completed booking in the last 90 days
Then
Send a re-scheduling message after 24 hours and after 7 days, then move the lead to lost if there is no reply

Simulate event

Event log

Nothing has fired this session yet.