Guided customer journeys
Ask one question at a time, adapt based on answers, and keep people moving without overwhelming them.
Build customer conversations that qualify leads, answer questions, book appointments, collect payments, trigger follow-up, and keep the relationship moving from first hello to final review.
Customer says
One conversation handles all of it
Capture the request
AskWorkshop interest, guest count, and timing, all from one message.
Confirm attendee details
GuideNames and preferences for both guests, no extra back-and-forth.
Take payment for two
CompleteCharge the card and confirm both seats instantly.
Send tickets and a reminder
ContinueConfirmation, calendar invite, and a reminder before Friday.
Everything included
Guided intake, scored recommendations, in-flow payments, automated follow-up, and paperwork conversion, all built on the same engine.
Ask one question at a time, adapt based on answers, and keep people moving without overwhelming them.
Score every answer and show each visitor a tailored result: the right product, plan, recommendation, or next step.
Score
82%
Starter plan
Lightweight setup
Best-fit plan
Recommended next step
Sell services, tickets, bookings, consultations, and products without sending customers to a separate checkout.
Trigger emails, SMS, team alerts, tasks, and personalized replies the moment a conversation reaches the next step.
Upload existing paperwork and turn it into a structured, guided workflow with logic and automation.
Media
Use video, imagery, and branded voice to explain services, show examples, or guide people through higher-value decisions.
Payments
Sell tickets, take deposits, quote services, book appointments, or charge retainers inside the same customer conversation.
Build one system. Sell, quote, book, and charge from the same flow.
Build the conversation, complete the customer action, and automate the handoff without stitching together separate tools.
Build the journey
Start with the questions your team already asks, then add logic, brand context, and the right interaction style for each customer moment.
Ask the right question at the right time and keep each customer moving without overwhelming them.
Create different routes based on urgency, budget, answers, readiness, or product fit.
Let customers ask questions while Aura responds with your services, policies, pricing, and tone.
Use the same workflow across voice, conversational, or structured form experiences.
Complete the outcome
Booking, payments, approvals, documents, and recommendations belong inside the same conversation that created the intent.
Show available times after the customer is qualified and ready to move.
Sell services, consultations, deposits, tickets, products, or retainers in the flow.
Capture customer details, manage quantity, and complete checkout without a separate handoff.
Gather documents, agreements, consent, photos, and approvals when the workflow requires them.
Automate the handoff
Aura can route the lead, alert the team, send a personalized follow-up, update systems, and continue the relationship after the first interaction.
Send confirmations, reminders, review requests, nurture sequences, and next-step instructions.
Notify the right person when a lead is urgent, qualified, ready to book, or needs help.
Trigger actions in the systems your team already uses for sales, operations, and support.
See where people start, stop, convert, ask questions, and complete the next step.
See it built
Every capability below runs inside the same conversation, no separate tools or tabs required.
Choose your industry and watch one customer request become a completed handoff, including the conversation, automations, and follow-up.
Choose an industry
Every system can use any customer mode.
Present it by voice, as a guided conversation, or as a smart form.
Turn a walk-in into a qualified buyer follow-up before they leave the property.
Aura is asking
Nice to meet you, Jamie. Are you currently working with an agent?
“Jamie Carter.”
Triggered the moment the answer lands
Route
No agent sends the lead to the listing agent.
Alert
Team gets visitor context while the showing is fresh.
Jamie receives a personal follow-up about the property.
No manual chasing. It just runs.
Thanks for visiting 18 Willow
InboxHarborlight Realty <team@harborlightrealty.com>
to me
Hi Jamie, thanks for stopping by the open house. Since you are not currently working with an agent, I would be happy to help you compare next steps and schedule another showing.
Next in sequence: Private showing times for 18 Willow
QueuedThe form still exists. Aura makes it the front door to booking, payment, routing, support, and follow-up.
Guided intake, in-flow payments, automated follow-up, and conversion analytics all run on the same system, not a separate tool for each job.
Aura Forms features include customer conversation workflows, lead qualification, questions and answers, appointment booking, payments, routing, email and SMS follow-up, support, review requests, analytics, and business automations.