5
configured tasks
3 active, 1 ready to activate
Blueprint preview
A homeowner joins a monthly maintenance plan after a furnace repair. 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
Starts the configured subscription in the same flow
Continues
Runs the configured follow-up after submit
5
configured tasks
3 active, 1 ready to activate
Upfront
payment available in the flow
Seconds
reply timing when conditions match
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.
Welcome to the Plan Name, First Name
Northline Home Services
Sample emailto Email Address
Hi First Name, Welcome to the Plan Name. Your home at Service Address is covered. What you get every calendar year Tune-ups Per Year tune-ups for your...
Speed to lead
The customer hears back in seconds, while they are still deciding.
Replaces: Writing the first reply to every enquiry
New Comfort Club member: First Name Last Name
Northline Home Services
Sample emailto The configured team email
New Comfort Club member: First Name Last Name Email Address · Mobile Number Address: Service Address Covers: What should your plan cover? (How old is your system?...
Right person, full context
Whoever handles it gets every detail before they pick up the phone.
Replaces: Forwarding details to the right person
Best leads first
High-intent requests rise to the top of your list.
Replaces: Sorting the hot leads from the rest
Let’s book your first tune-up, First Name
Northline Home Services
Sample emailto Email Address
Hi First Name, Your first Plan Name tune-up at Service Address is next. Reply with two or three days that work for you and we will confirm a time. Contact Name...
No lead goes cold
Follow-up goes out on schedule, even on your busiest week.
Replaces: Remembering to follow up
The result
It watches, decides, sends, and remembers, so the business responds 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.
The customer gets answers, shares the right context, and is guided to the next step.
1Submission captured
Answers and contact details become one organized record.
2Payment recorded
Payment status stays attached to the submission.
3Customer questions answered
Business knowledge helps customers understand the offer and next step.
4Follow-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.