6
configured tasks
Across email and text message
Blueprint preview
Roofing Estimate System
About this demo
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.
Sample Home Services Business
Show us what is happening with your roof
Summit Roofing Co. serves homeowners and small commercial properties across Durham Region.
You can speak your answers or enter them on screen.
The public demo is visual only and never uses voice credits.
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
Seconds
reply timing when conditions match
Instant
team alert when conditions match
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: First Name, Summit Roofing received your request
- Trigger
- When Email Address is provided
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
First Name, Summit Roofing received your request
S
Sample Home Services Business
Sample emailto Email Address
Hi First Name, Daniel Ortiz will review the property details, roof style, visible condition, and any photos you added before confirming the right next step. For an...
Speed to lead
The customer hears back in seconds, while they are still deciding.
Replaces: Writing the first reply to every enquiry
02Team email
Alert the team: URGENT roofing request: First Name Last Name
- Trigger
- When How urgent is the situation? is Active leak or safety concern
- Timing
- Immediately after submission
- Destination
- The configured team email
Team notification emailEmail
URGENT roofing request: First Name Last Name
S
Sample Home Services Business
Sample emailto The configured team email
Active leak or safety concern selected. Property: Property Address Visible condition: What can you see right now? Call the customer promptly and review uploade...
Right person, full context
Whoever handles it gets every detail before they pick up the phone.
Replaces: Forwarding details to the right person
03Customer text
Text the customer with the next step
- Trigger
- When Email Address is provided
- Timing
- Immediately after submission
- Destination
- Mobile Number
Customer text messageSMS
Sample Home Services Business
Automated customer follow-up
Hi First Name, Summit Roofing received your request for What would you like Summit Roofing to help with?. Daniel will review it and confirm the next step.
Sample message to Mobile Number
Speed to lead
The next step lands on their phone while the request is still fresh.
Replaces: Calling back to confirm next steps
Re-typing details from calls and emails
Reading every request to decide who takes it
Qualifying each lead by hand
Writing the first reply to every enquiry
Forwarding details to the right person
Calling back to confirm next steps
Re-typing details from calls and emails
Reading every request to decide who takes it
Qualifying each lead by hand
Writing the first reply to every enquiry
Forwarding details to the right person
Calling back to confirm next steps
The result
The follow-up runs. Your team stays human.
It watches, decides, sends, and remembers, so the business responds 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.
Roofing Estimate
Intake13Routing3Scored QuizBookingEmail Follow-upKnowledge Assistant
First contact experience
The customer gets answers, shares the right context, and is guided to the next step.
Then, after they submit
Aura turns first contact into action
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.