3
Automatic actions
Active in this starting system
Blueprint preview
Experience how Aura handles the first digital contact: answering questions, collecting context, and guiding every customer to the right next step. 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
3
Automatic actions
Active in this starting system
2
Delivery channels
Email · Text message
3
Messages and internal actions
2 customer messages · 1 team alert
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.
First Name, Harbour Risk Advisory received your request
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Olivia Grant received what you shared about What coverage needs review? . Olivia will prepare a coverage and information checklist before approa...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Prepare for a Commercial Insurance Review: First Name Last Name
AuraForms automation
Delivered automaticallyto The configured team email
First Name Last Name completed Prepare for a Commercial Insurance Review. Choice: What coverage needs review? Timing: When is coverage needed? Review t...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
AuraForms
Automated customer follow-up
Why this matters
The next step reaches the customer on their phone while the request is still fresh.
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.
Booking step completed
The appointment request and customer context stay connected.
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.