5
Automatic actions
4 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,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
2
Delivery channels
Email · 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.
Thank you for your feedback, Client First Name
AuraForms automation
Delivered automaticallyto Client Email
Hi Client First Name, Thank you for sharing how the experience felt when you Service Provided. What stood out: What Stood Out Most? What could have been be...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
The review link you requested
AuraForms automation
Delivered automaticallyto Client Email
Hi Client First Name, Here is the Google review reminder you asked for. An honest account of your experience helps other people decide whether I’m the right agent...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Client feedback and next steps: Client First Name
AuraForms automation
Delivered automaticallyto The configured team email
Client relationship brief Client First Name: Client First Name Client Email: Client Email Client Phone: Client Phone Service Provided: Service Provided...
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.
Your requested real estate check-in
AuraForms automation
Delivered automaticallyto Client Email
Hi Client First Name, you asked for one check-in about Is there a future move you would like help planning?. Reply if you would like to talk. Agent Name ·...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
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.