7
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
7
configured tasks
Across email and text message and workspace priority
Seconds
reply timing when conditions match
Instant
team alert when conditions match
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.
Your urgent visit at WellSpring Dental
WellSpring Dental
Sample emailto Email Address
Hi First Name, Your urgent visit for Problem is booked. Bring a list of any medications and your insurance card if you have one. Until then, a cold compress on...
Speed to lead
The patient hears back in seconds, while they are still deciding.
Replaces: Writing the first reply to every enquiry
Urgent visit booked: Problem (Pain pain)
WellSpring Dental
Sample emailto The configured team email
Problem , Pain pain. Red flags: Red flag. Existing patient. Coverage: Coverage. 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
WellSpring Dental
Automated customer follow-up
Speed to lead
The next step lands on their phone while the request is still fresh.
Replaces: Calling back to confirm next steps
WellSpring Dental
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.
3Booking step completed
The appointment request and customer context stay connected.
4Customer questions answered
Business knowledge helps customers understand the offer and next step.
5Follow-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.