8
configured tasks
Across email and text message and workspace priority
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
8
configured tasks
Across email and text message and workspace priority
Seconds
reply timing when conditions match
3 days
of configured follow-up
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.
First Name, your System options
Northfield Heating & Plumbing
Sample emailto Email Address
Hi First Name, Thanks for telling us about your System (Age). You noticed: Signs. What matters most to you is Priority , so that is how we will com...
Speed to lead
The customer hears back in seconds, while they are still deciding.
Replaces: Writing the first reply to every enquiry
A few things to check before your System decision
Northfield Heating & Plumbing
Sample emailto Email Address
Hi First Name, Three questions worth asking any contractor, including us: 1. Did they size the new system from a heat-loss calculation, or from the old unit? 2. Wh...
No lead goes cold
Follow-up goes out on schedule, even on your busiest week.
Replaces: Remembering to follow up
Replacement lead: System, Age (Next step)
Northfield Heating & Plumbing
Sample emailto The configured team email
System , Age Signs: Signs Priority: Priority Interested in: Help Next step: Next step First Name Last Name, Mobile Number, Email Address...
Right person, full context
Whoever handles it gets every detail before they pick up the phone.
Replaces: Forwarding details to the right person
Northfield Heating & Plumbing
Automated team alert
Hot lead alert
Urgent requests reach a phone, even when nobody is at a desk.
Replaces: Watching the inbox for urgent requests
Best leads first
High-intent requests rise to the top of your list.
Replaces: Sorting the hot leads from the rest
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.
2Best path selected
Intent and answers determine the right next step.
3Result calculated
The response is scored and matched to an outcome.
4Booking step completed
The appointment request and customer context stay connected.
5Customer questions answered
Business knowledge helps customers understand the offer and next step.
6Follow-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.