9
Automatic actions
Active in this starting system
Interactive blueprint demo
Property Interest & Showing Concierge
A prospective resident inquires about a specific available rental unit at Harbourstone Property Management. Everything here uses sample data.
Cobalt StudioLive preview
Visual voice preview
482 Elmgrove Terrace, Unit 3B, Toronto, ON
$2,350/month · 2 bed · 1 bath · Apartment Available October 1 · Leslieville, Toronto
This blueprint can be switched to voice mode after activation. The public demo is visual only.
Submissions stay private
Payments and automations are off
Bookings and messages are simulated
One connected customer journey
From first answer to next action.
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
Delivery channels
Email · Text message · Workspace priority
9
Messages and internal actions
6 customer messages · 2 team alerts · 1 workspace action
Nothing hidden behind “automation”
See your business automation, step by step.
This is the system's starting automation. After activation, adjust the triggers, timing, recipients, and message copy to fit how your business actually works.
01Customer email
Email the customer: Property Address — details for First Name
- Trigger
- Immediate property-specific customer email: When Email Address is provided
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
Property Address — details for First Name
A
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Thanks for asking about Property Address (Monthly Rent/month, available Available Date). Property Highlights {{#if What would be mos...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
02Customer text
Text the customer with the next step
- Trigger
- When Email Address is provided
- Timing
- Immediately after submission
- Destination
- Mobile Number
Customer text messageSMS
AuraForms
Automated customer follow-up
Hi First Name, thanks for your interest in Property Address. Property Manager Name at Business Name will follow up shortly. — Business Phone
Delivered to Mobile Number
Why this matters
The next step reaches the customer on their phone while the request is still fresh.
03Team email
Alert the team: New property interest: Property Address — First Name Last Name
- Trigger
- When Email Address is provided
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
New property interest: Property Address — First Name Last Name
A
AuraForms automation
Delivered automaticallyto The configured team email
First Name Last Name · Mobile Number · Email Address Property: Property Address Desired move-in: Desired Move-In Date Occupants: {{Number of Oc...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
04Priority routing
Mark the submission as high priority
- Trigger
- Priority alert when move date is near and a showing is requested: When What would be most helpful right now? is See available showing times; or Personal-contact alert: When What would be most helpful right now? is Speak with Danielle directly
- Timing
- As soon as the submission arrives
- Destination
- The submissions workspace
Why this matters
Important submissions are separated from routine responses so the team knows where to focus first.
05Customer email
Email the customer: Your showing request for Property Address
- Trigger
- Showing confirmation: When What would be most helpful right now? is See available showing times
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
Your showing request for Property Address
A
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Your requested time is being confirmed by Property Manager Name. Showing Booking Instructions Address: Property Address
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
06Customer email
Email the customer: Reminder: your showing at Property Address
- Trigger
- Pre-showing reminder: When What would be most helpful right now? is See available showing times
- Timing
- On Choose a showing time
- Destination
- Email Address
Customer emailEmail
Reminder: your showing at Property Address
A
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, this is a reminder about your showing at Property Address today. Reply if anything has changed.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
07Customer email
Email the customer: Similar properties for First Name
- Trigger
- Similar-property path: When What would be most helpful right now? is See similar properties
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
Similar properties for First Name
A
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Property Manager Name will send a short list of similar available properties matching your requirements shortly.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
08Team email
Alert the team: Direct contact requested: First Name Last Name
- Trigger
- When What would be most helpful right now? is Speak with Danielle directly
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
Direct contact requested: First Name Last Name
A
AuraForms automation
Delivered automaticallyto The configured team email
First Name Last Name asked to speak with Property Manager Name directly about Property Address. Preferred contact: {{Preferred way for Danielle to foll...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
09Customer email
Email the customer: How did Property Address feel, First Name?
- Trigger
- Delayed post-showing check-in: When What would be most helpful right now? is See available showing times
- Timing
- 1 day after Choose a showing time
- Destination
- Email Address
Customer emailEmail
How did Property Address feel, First Name?
A
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, now that you've had a chance to see Property Address, we would love a quick pulse on how it felt.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Watching for submissions
Reading every answer
Choosing the response
Writing the message
Remembering the follow-up
Watching for submissions
Reading every answer
Choosing the response
Writing the message
Remembering the follow-up
The result
The follow-up runs. Your team stays human.
AuraForms watches, decides, sends, and remembers—so the business can respond consistently without adding another manual process.
The system behind first contact
Every first contact keeps moving.
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.
Property Interest & Showing Concierge
Intake15Routing9BookingEmail Follow-upKnowledge Assistant
Customer-facing
First contact experience
Aura answers questions, gathers the right context, and guides the customer through the next step.
First contact complete
Backend workflow
Aura turns first contact into action
01
Submission captured
Answers and contact details become one organized record.
02
Best path selected
Intent and answers determine the right next step.
03
Booking step completed
The appointment request and customer context stay connected.
04
Customer questions answered
Business knowledge helps customers understand the offer and next step.
05
Follow-up email queued
The customer receives the right message at the right time.
Activate a customer-owned copy to customize every step. Live messages, bookings, payments, and integrations remain disabled in this public demo.