Action plans
Plans you design: emails, texts, and tasks or calls for your own list, on your schedule.
Standard follow-up · Built in
3 emails over 7 days, the first within minutes of a captured chat. It runs for every new lead unless one of your own capture plans matches first. Turn it on or off in Settings.
New buyer welcome
Starts when a lead is captured · 5 emails and a call over 14 days
Past clients
Starts when a lead's status becomes Won · 4 emails and a call over 12 months
Open house follow-up
Started manually · 2 emails, 1 text over 7 days
These plans are examples. In your dashboard you write your own and switch them on and off; nothing sends from here.
Emails carry your signature and an unsubscribe link. Texts go only to leads who opted in on your site, from your approved business line, between 9am and 8pm their time. Tasks and calls land on your Tasks list and never reach the lead.