9
configured tasks
Across email and text message and workspace priority
Blueprint preview
Repair Intake & Drop-Off
About this demo
A driver with a check-engine light books a drop-off and sets how much work can be done without a call. This is a demo; payments, bookings, and messages are simulated.
Hartwell Auto Care
Warning light on? Strange noise?
Tell us once, out loud or by typing. Pick a drop-off time and we will text you the estimate before any work starts.
You can speak your answers or enter them on screen.
The public demo is visual only and never uses voice credits.
Submissions stay private
Payments and automations are off
Bookings and messages are simulated
One connected customer journey
From first answer to next action.
AuraFormsguidestheexperiencebeforesubmit,keepseveryanswerorganized,thencontinueswiththerightfollow-upaftersubmission.
Guides
Captures the answers and customer context
Adapts
Changes the path based on saved rules
Continues
Runs the configured follow-up after submit
Seconds
reply timing when conditions match
1
configured follow-up
Nothing hidden behind “automation”
See your business automation, step by step.
This is the system's starting automation. After activation, adjust the triggers, timing, recipients, and message copy to fit how your business actually works.
01Customer email
Email the customer: Your Hartwell Auto Care drop-off: Year Model
- Trigger
- Confirm the drop-off to the customer: When Email Address is provided
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
Your Hartwell Auto Care drop-off: Year Model
H
Hartwell Auto Care
Sample emailto Email Address
Hi First Name, Thanks for booking your Year Make Model in for Service need . Because it should not be driven, Sarah Mitchell will call you to arran...
Speed to lead
The customer hears back in seconds, while they are still deciding.
Replaces: Writing the first reply to every enquiry
02Team email
Alert the team: New drop-off: Service need, Year Make Model
- Trigger
- When Email Address is provided
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
New drop-off: Service need, Year Make Model
H
Hartwell Auto Care
Sample emailto The configured team email
Service need . Safe to drive: Can drive Vehicle: Year Make Model, Mileage miles Visit: Visit plan Customer notes: Details Estimate by:...
Right person, full context
Whoever handles it gets every detail before they pick up the phone.
Replaces: Forwarding details to the right person
03Customer text
Text the customer with the next step
- Trigger
- Confirm the drop-off to the customer: When Email Address is provided
- Timing
- Immediately after submission
- Destination
- Mobile Number
Customer text messageSMS
Hartwell Auto Care
Automated customer follow-up
Hartwell Auto Care: Thanks, we have your details. Sarah will send your estimate before any work beyond your limit.
Sample message to Mobile Number
Speed to lead
The next step lands on their phone while the request is still fresh.
Replaces: Calling back to confirm next steps
04Team text
Text the team about the submission
- Trigger
- Tow-in: alert the service desk by text: When Is it safe to drive? is No, it needs a tow
- Timing
- Immediately after submission
- Destination
- The configured team phone
Team text alertSMS
Hartwell Auto Care
Automated team alert
TOW-IN: Year Make Model, Service need. Call First Name at Mobile Number to arrange the tow.
Sample message to The configured team phone
Hot lead alert
Urgent requests reach a phone, even when nobody is at a desk.
Replaces: Watching the inbox for urgent requests
05Priority routing
Mark the submission as high priority
- Trigger
- Tow-in: alert the service desk by text: When Is it safe to drive? is No, it needs a tow
- Timing
- As soon as the submission arrives
- Destination
- The submissions workspace
Best leads first
High-intent requests rise to the top of your list.
Replaces: Sorting the hot leads from the rest
06Team text
Text the team about the submission
- Trigger
- Needs a ride: tell the desk to hold a shuttle slot: When How would you like to handle the visit? is I need a ride (shuttle)
- Timing
- Immediately after submission
- Destination
- The configured team phone
Team text alertSMS
Hartwell Auto Care
Automated team alert
Shuttle needed: First Name Last Name, Mobile Number, dropping off a Year Model. Hold a ride.
Sample message to The configured team phone
Hot lead alert
Urgent requests reach a phone, even when nobody is at a desk.
Replaces: Watching the inbox for urgent requests
07Customer email
Email the customer: Your drop-off at Hartwell is today
- Trigger
- Drop-off day: remind the customer: When Is it safe to drive? is not No, it needs a tow
- Timing
- On Choose a drop-off time
- Destination
- Email Address
Customer emailEmail
Your drop-off at Hartwell is today
H
Hartwell Auto Care
Sample emailto Email Address
Hi First Name, Your Year Model is booked in with Hartwell Auto Care today. Please bring your keys and the locking wheel nut key if you have one. Need to ch...
No lead goes cold
Follow-up goes out on schedule, even on your busiest week.
Replaces: Remembering to follow up
Re-typing details from calls and emails
Reading every request to decide who takes it
Writing the first reply to every enquiry
Forwarding details to the right person
Calling back to confirm next steps
Watching the inbox for urgent requests
Sorting the hot leads from the rest
Remembering to follow up
Re-typing details from calls and emails
Reading every request to decide who takes it
Writing the first reply to every enquiry
Forwarding details to the right person
Calling back to confirm next steps
Watching the inbox for urgent requests
Sorting the hot leads from the rest
Remembering to follow up
The result
The follow-up runs. Your team stays human.
It watches, decides, sends, and remembers, so the business responds consistently without adding another manual process.
The system behind first contact
Every first contact keeps moving.
Aura doesn't stop when the conversation ends. It organizes what the customer shared, routes the request, completes the next step, and keeps follow-up moving, so your team can act with context.
Service Desk Intake
Intake46Routing34BookingEmail Follow-upKnowledge Assistant
First contact experience
The customer gets answers, shares the right context, and is guided to the next step.
Then, after they submit
Aura turns first contact into action
1Submission captured
Answers and contact details become one organized record.
2Best path selected
Intent and answers determine the right next step.
3Booking step completed
The appointment request and customer context stay connected.
4Customer questions answered
Business knowledge helps customers understand the offer and next step.
5Follow-up email queued
The customer receives the right message at the right time.
Make this blueprint your own: keep what works, change any step, or add more in your workspace. Live messages, bookings, payments, and integrations remain disabled in this public demo.