3
Automatic actions
2 active · 1 prepared for activation
Blueprint preview
The owner of a detached, owner-occupied home renovated the kitchen in 2022, may sell within six months, and needs to purchase another home. 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
2 active · 1 prepared for activation
2
Delivery channels
Email · Workspace priority
3
Messages and internal actions
1 customer message · 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 next step for Property Address, First Name
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Thank you for sharing the context around Property Address . Selling timeline: Ideal Selling Timeline Priority: What Matters Most? Valuat...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Seller opportunity: Property Address
AuraForms automation
Delivered automaticallyto The configured team email
Property Address Property Type, Bedrooms bedrooms, Bathrooms bathrooms Occupancy: Current Occupancy Condition: Property Condition Improvements:...
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.
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.