5
Automatic actions
4 active · 1 prepared for activation
Blueprint preview
A visitor checks in at 24 Cedar Lane before touring the 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
5
Automatic actions
4 active · 1 prepared for activation
3
Delivery channels
Email · Text message · Workspace priority
5
Messages and internal actions
3 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.
Welcome to Property Address, First Name
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Thank you for checking in at Property Address . Here are the details you asked for: View the listing Open the brochure What you requested: What would be most useful after your visit?...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
How did Property Address feel after the tour?
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Now that you have had time to tour Property Address, use this short link to share what fit, what did not, and what would help next: Open the pos...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
AuraForms
Automated customer follow-up
Why this matters
The next step reaches the customer on their phone while the request is still fresh.
Open-house opportunity: First Name Last Name
AuraForms automation
Delivered automaticallyto The configured team email
First Name Last Name attended Property Address. Representation: Are you currently working with a real estate agent? Search stage: Where are you in your home search?...
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.