4
Automatic actions
3 active · 1 prepared for activation
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,keepspaymentconnectedtothecustomercontext,thencontinueswiththerightfollow-upaftersubmission.
Guides
Captures the answers and customer context
Converts
Completes the configured payment or deposit
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 decision on quote Quote Reference
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Thank you for reviewing quote Quote Reference. #if What would you like to do with this quote? = "Approve quote and pay" We have your request...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Why this matters
Important submissions are separated from routine responses so the team knows where to focus first.
Any questions about quote Quote Reference?
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, here is the one check-in you requested. Is there anything you would like to discuss about the project? Review your quote . Reply to this email for h...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Quote Quote Reference · Customer Name · Project Title
AuraForms automation
Delivered automaticallyto The configured team email
Quote Quote Reference · Customer Name · Project Title First Name: First Name Email Address: Email Address What would you like to do with this quote...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
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.
Payment recorded
Payment status stays attached to the submission.
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.