Automation Templates

Automation Templates are pre-built workflows that you can use as a starting point instead of building flows from scratch.

Browsing Templates

1. Go to Automation from the sidebar
2. Click Templates
3. Browse the available templates by category

Using a Template

1. Find a template that suits your needs
2. Click Use Template
3. The template will be loaded into the Flow Builder
4. Customize the nodes as needed (messages, delays, conditions)
5. Click Save and Activate

Common Templates

• Welcome Message — Send a greeting when a new contact messages you
• Follow-up Sequence — Automated follow-up messages after initial contact
• Lead Qualification — Ask qualifying questions and tag contacts based on responses
• Appointment Reminder — Send reminders before scheduled appointments
• Re-engagement — Reach out to contacts who haven't responded in a while

Tips

• Templates are a great starting point — always customize them to match your business
• Review the flow logic before activating to make sure it fits your workflow