Aura Forms
Product
PersonalizationBlueprintsPricing
Account
ProductPersonalizationBlueprintsPricing
Account
Conversion

Prevent unqualified actions.

Screen out the jobs you do not take before they reach your calendar.

Launch This Conversation
Voice Logic
Smart Branching
Instant Insights
auraforms.app

“Aura AI is listening...”

Voice Processing Active

Conversation WorkflowEligibility Screening Conversation
Deploy System
How the system works

From customer request
to the right next step

Aura runs this business system end to end: capture intent, evaluate decisions, trigger automation, and complete next steps without manual handoffs.

A few questions decide it. People you can help move straight to booking. People you cannot help get a clear answer and somewhere else to go, which beats a cancelled appointment for both of you.

What happens after the conversation

Aura can assign priority from selected answers, send a consistent or personalized follow-up, notify the right team member, and clearly flag high-priority conversations in the dashboard.

After the conversation you can

  • Assign priority based on answers
  • Trigger static follow up emails
  • Send dynamic emails using response fields
  • Generate AI personalized emails from a custom prompt
  • Instantly notify your team

Business
outcomes

What this workflow is designed to improve for the business and its customers.

Total elimination of "poor fit" client complaints.

Protect your brand from taking on high-risk or low-success cases.

Drive traffic to self-serve resources for those who are not a fit.

How the workflow moves

01

Eligibility logic at the start screens for "Must-Haves" vs "Deal-Breakers".

02

Qualified users transition directly to the next high-value step.

03

Non-qualified users receive a valuable "not yet" redirection.

04

Stats track the "Vetting Ratio" to help you adjust your marketing.

Configure System

Everything needed
to keep work moving

Give customers a clear experience while the system keeps routing, data, and follow-up connected.

Quick customer response

Keep text and voice conversations moving without making customers wait.

Private customer data

Protect the information customers share across voice and text experiences.

Smarter next steps

Change the path based on intent and answers, not just a fixed sequence.

Clear performance insights

See where customers continue, complete, or leave the experience.

Where this
workflow fits

See how the same business outcome can support related industries.

Explore all industries

Legal Services

Check case jurisdiction and statute of limitations instantly.

View industry

Real Estate

Verify pre-approval and credit scores before luxury tours.

View industry

Healthcare

Screen for BMI or medical contraindications for specific procedures.

View industry

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Conversion Strategy

Join trusted teams using customer conversation workflows to run real business work.

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Customer-facing systems that answer, qualify, book, collect, and follow up.

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