15
Automatic actions
Active in this starting system
Interactive blueprint demo
Resident Maintenance & Emergency Concierge
A current resident reports a maintenance issue ranging from routine to a true emergency. Everything here uses sample data.
Cobalt StudioLive preview
Visual voice preview
Tell us what's going on
Harbourstone Property Management responds to every request, and treats safety issues differently from routine repairs.
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
15
Messages and internal actions
10 customer messages · 4 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: We received your maintenance request, Resident First Name
- Trigger
- Resident confirmation with summary: When Email Address is provided
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
We received your maintenance request, Resident First Name
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Resident First Name, We received your Issue Category request for Resident Property Unit Unit Number. Describe the issue in detail {{#if Is this...
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 Resident First Name, Business Name received your Issue Category request for Unit Unit Number. We'll follow up shortly.
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: EMERGENCY: Resident Property Unit Unit Number — Resident First Name Resident Last Name
- Trigger
- When Is this affecting water, power, heat, security, or safe use of the unit? is Yes — immediate danger (fire, gas smell, flooding, no exit, structural failure)
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
EMERGENCY: Resident Property Unit Unit Number — Resident First Name Resident Last Name
A
AuraForms automation
Delivered automaticallyto The configured team email
Immediate-danger issue reported. Resident First Name Resident Last Name · Mobile Number · Unit Unit Number, Resident Property Category: {{Issue Cat...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
04Team text
Text the team about the submission
- Trigger
- When Is this affecting water, power, heat, security, or safe use of the unit? is Yes — immediate danger (fire, gas smell, flooding, no exit, structural failure)
- Timing
- Immediately after submission
- Destination
- The configured team phone
Team text alertSMS
AuraForms
Automated team alert
EMERGENCY: Issue Category reported at Resident Property Unit Unit Number by Resident First Name Resident Last Name (Mobile Number). Respond imm...
Delivered to The configured team phone
Why this matters
Urgent or high-value requests can reach the team quickly, even when nobody is watching an inbox.
05Priority routing
Mark the submission as high priority
- Trigger
- Emergency escalation: When Is this affecting water, power, heat, security, or safe use of the unit? is Yes — immediate danger (fire, gas smell, flooding, no exit, structural failure)
- 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.
06Team email
Alert the team: Issue Category request: Resident Property Unit Unit Number
- Trigger
- When Issue Category is provided
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
Issue Category request: Resident Property Unit Unit Number
A
AuraForms automation
Delivered automaticallyto The configured team email
New Issue Category request from Resident First Name Resident Last Name at Resident Property Unit Unit Number. Description: {{Describe the issue in...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
07Team email
Alert the team: Maintenance brief: Resident Property Unit Unit Number
- Trigger
- When Is this affecting water, power, heat, security, or safe use of the unit? is provided
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
Maintenance brief: Resident Property Unit Unit Number
A
AuraForms automation
Delivered automaticallyto The configured team email
Full request context for dispatch: Category: Issue Category Description: Describe the issue in detail Best contact method: Best way to reach you Access not...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
08Customer email
Email the customer: Your maintenance access window
- Trigger
- Access-window confirmation: When Is this affecting water, power, heat, security, or safe use of the unit? is No, it's a routine issue
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
Your maintenance access window
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Resident First Name, your requested access window is being confirmed by the team.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
09Customer email
Email the customer: Reminder: maintenance access today
- Trigger
- Reminder on the day of the scheduled access window: When Is this affecting water, power, heat, security, or safe use of the unit? is No, it's a routine issue
- Timing
- On Choose an access or maintenance window
- Destination
- Email Address
Customer emailEmail
Reminder: maintenance access today
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Resident First Name, this is a reminder that Business Name has access scheduled today for the Issue Category issue at Resident Property Unit {{Unit...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
10Customer email
Email the customer: How did the Issue Category repair go?
- Trigger
- Completion notice with review invitation: When Is this affecting water, power, heat, security, or safe use of the unit? is No, it's a routine issue
- Timing
- 1 day after Choose an access or maintenance window
- Destination
- Email Address
Customer emailEmail
How did the Issue Category repair go?
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Resident First Name, our records show the team visited Resident Property Unit Unit Number yesterday for the Issue Category issue. If anything still...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
11Customer email
Email the customer: Reminder: today's maintenance visit
- Trigger
- Reminder on the day of the urgent access window: When Is this affecting water, power, heat, security, or safe use of the unit? is Yes — serious but stable (no heat/power/water, broken lock)
- Timing
- On Choose the earliest access window that works
- Destination
- Email Address
Customer emailEmail
Reminder: today's maintenance visit
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Resident First Name, this is a reminder that Business Name has access scheduled today for the Issue Category issue at Resident Property Unit {{Unit...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
12Customer email
Email the customer: How did the Issue Category repair go?
- Trigger
- Completion notice with review invitation: When Is this affecting water, power, heat, security, or safe use of the unit? is Yes — serious but stable (no heat/power/water, broken lock)
- Timing
- 1 day after Choose the earliest access window that works
- Destination
- Email Address
Customer emailEmail
How did the Issue Category repair go?
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Resident First Name, our records show the team visited Resident Property Unit Unit Number yesterday for the Issue Category issue. If anything still...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
13Customer email
Email the customer: One more detail on your request
- Trigger
- Request for missing information: When Describe the issue in detail is provided
- Timing
- 30 minutes after submission
- Destination
- Email Address
Customer emailEmail
One more detail on your request
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Resident First Name, if you have additional photos or details about the Issue Category issue, reply to this email so the team can prepare before arriving.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
14Customer email
Email the customer: Status update on your maintenance request
- Trigger
- Delayed status check: When Is this affecting water, power, heat, security, or safe use of the unit? is provided
- Timing
- 1 day after submission
- Destination
- Email Address
Customer emailEmail
Status update on your maintenance request
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Resident First Name, checking in on the Issue Category request at Resident Property Unit Unit Number.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
15Customer email
Email the customer: Was the issue resolved?
- Trigger
- Resolution check-in: When Is this affecting water, power, heat, security, or safe use of the unit? is provided
- Timing
- 3 days after submission
- Destination
- Email Address
Customer emailEmail
Was the issue resolved?
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Resident First Name, has the Issue Category issue at Resident Property Unit Unit Number been fully resolved? Reply and let us know if it still needs...
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.
Resident Maintenance & Emergency Concierge
Intake15Routing7BookingEmail 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.