4
Automatic actions
3 active · 1 prepared for activation
Blueprint preview
A first-time buyer is planning a move to Whitby or Brooklin in 3-6 months and is not yet preapproved. This is a demo; payments, bookings, and messages are simulated.
One connected customer journey
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
4
Automatic actions
3 active · 1 prepared for activation
2
Delivery channels
Email · Workspace priority
4
Messages and internal actions
2 customer messages · 1 team alert · 1 workspace action
Nothing hidden behind “automation”
This is the system's starting automation. After activation, adjust the triggers, timing, recipients, and message copy to fit how your business actually works.
Your buyer plan, First Name
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Thank you for sharing your plans. Here is the context we will keep connected: Timeline: When would you ideally like to move? Purchase range: Expected Purchase Range...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Buyer opportunity: First Name
AuraForms automation
Delivered automaticallyto The configured team email
Buyer brief First Name is a Which best describes you?. Target: Preferred Neighbourhoods or Areas Range: Expected Purchase Range Timeline: When would you ideally like to move?...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
Why this matters
Important submissions are separated from routine responses so the team knows where to focus first.
Still thinking it over, First Name?
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, wanted to follow up on your home search. Agent Name is happy to answer questions or share new listings whenever it is useful.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
The result
AuraForms watches, decides, sends, and remembers—so the business can respond consistently without adding another manual process.
The system behind first contact
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.
Customer-facing
Aura answers questions, gathers the right context, and guides the customer through the next step.
Backend workflow
Submission captured
Answers and contact details become one organized record.
Best path selected
Intent and answers determine the right next step.
Customer questions answered
Business knowledge helps customers understand the offer and next step.
Follow-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.