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Workflow platform

Features for conversations that finish the work.

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.

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Customer says

I am interested in the Friday workshop. Can I bring two people and pay now?
Yes. I can collect attendee details, note preferences, take payment, and send your tickets.

One conversation handles all of it

Capture the request

Ask

Workshop interest, guest count, and timing, all from one message.

Confirm attendee details

Guide

Names and preferences for both guests, no extra back-and-forth.

Take payment for two

Complete

Charge the card and confirm both seats instantly.

Send tickets and a reminder

Continue

Confirmation, calendar invite, and a reminder before Friday.

Everything included

One system. Every part of the conversation.

Guided intake, scored recommendations, in-flow payments, automated follow-up, and paperwork conversion, all built on the same engine.

Guided customer journeys

Ask one question at a time, adapt based on answers, and keep people moving without overwhelming them.

Voice
Speak
Decide
Tell us what you need help with.
0:08
Got it. Just a few quick questions...

Scored quizzes

Score every answer and show each visitor a tailored result: the right product, plan, recommendation, or next step.

Score

82%

Option

Starter plan

Lightweight setup

Matched

Best-fit plan

Recommended next step

Payments in the flow

Sell services, tickets, bookings, consultations, and products without sending customers to a separate checkout.

Complete Payment
Aura Forms Pro
Standard
$199
Premium
$399
Pay $199
Checkout

Automated follow-up

Trigger emails, SMS, team alerts, tasks, and personalized replies the moment a conversation reaches the next step.

Form Submitted
Notify
AI Reply
Task
Payment

Paperwork to workflow

Upload existing paperwork and turn it into a structured, guided workflow with logic and automation.

PDF
Extract Fields
Route
Notify
Create Task
Collect Pay

Media

Add media when guidance needs more than text.

Use video, imagery, and branded voice to explain services, show examples, or guide people through higher-value decisions.

Payments

Collect payment when intent is highest.

Sell tickets, take deposits, quote services, book appointments, or charge retainers inside the same customer conversation.

Sell tickets in the conversation

Capture attendee details and payment in the same guided flow.

Quote services and collect deposits

Qualify the request, price the work, and collect commitment while intent is high.

Charge for sessions, retainers, or bookings

Take payment as part of the workflow instead of sending people somewhere else.

Build one system. Sell, quote, book, and charge from the same flow.

One connected journey, from question to completed work.

Build the conversation, complete the customer action, and automate the handoff without stitching together separate tools.

Build the journey

Design conversations that guide, not just collect.

Start with the questions your team already asks, then add logic, brand context, and the right interaction style for each customer moment.

Guided customer journeys

Ask the right question at the right time and keep each customer moving without overwhelming them.

Conditional paths

Create different routes based on urgency, budget, answers, readiness, or product fit.

Business-aware answers

Let customers ask questions while Aura responds with your services, policies, pricing, and tone.

Voice, chat, and guided modes

Use the same workflow across voice, conversational, or structured form experiences.

Complete the outcome

Let the customer take action while intent is high.

Booking, payments, approvals, documents, and recommendations belong inside the same conversation that created the intent.

Book appointments

Show available times after the customer is qualified and ready to move.

Collect payments

Sell services, consultations, deposits, tickets, products, or retainers in the flow.

Sell products and tickets

Capture customer details, manage quantity, and complete checkout without a separate handoff.

Collect files and signatures

Gather documents, agreements, consent, photos, and approvals when the workflow requires them.

Automate the handoff

Turn each answer into the next business action.

Aura can route the lead, alert the team, send a personalized follow-up, update systems, and continue the relationship after the first interaction.

Email and SMS follow-up

Send confirmations, reminders, review requests, nurture sequences, and next-step instructions.

Team alerts and routing

Notify the right person when a lead is urgent, qualified, ready to book, or needs help.

Workflow actions

Trigger actions in the systems your team already uses for sales, operations, and support.

Conversion analytics

See where people start, stop, convert, ask questions, and complete the next step.

See it built

Scroll through what Aura can do.

Every capability below runs inside the same conversation, no separate tools or tabs required.

Workflows for every industry.

Choose your industry and watch one customer request become a completed handoff, including the conversation, automations, and follow-up.

industries
6
workflow examples
18
customer modes
3

Choose an industry

See all industries
aura.app/real-estate/open-house
Live preview

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.

The journey starts by voice

Aura is asking

Nice to meet you, Jamie. Are you currently working with an agent?

Heard and saved

“Jamie Carter.”

ListeningQuestion 2 of 5

Runs automatically

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.

Email

Jamie receives a personal follow-up about the property.

No manual chasing. It just runs.

Lands in the inbox

Thanks for visiting 18 Willow

Inbox
H

Harborlight Realty <team@harborlightrealty.com>

to me

10:24 AM

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.

Book a private showingReply

Next in sequence: Private showing times for 18 Willow

Queued
Explore workflow examples

The form still exists. Aura makes it the front door to booking, payment, routing, support, and follow-up.

One conversation engine. Every capability included.

Guided intake, in-flow payments, automated follow-up, and conversion analytics all run on the same system, not a separate tool for each job.

Start freeSee workflows

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.

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