Automation
The rules that run themselves: follow-ups, reminders, hand-offs.
Automation is the plain rules of running a business: when a lead arrives, when a booking is made, when a form is submitted. You set the rule once; it runs every time.
Included from the Starter plan, $19/month.
Triggers from your data
Leads, bookings, forms and chatbot conversations start rules.
Actions you can see
Notifications, tags, stage changes, reminders, all recorded on the lead.
Never marketing email
Automation sends the account and booking mail your business needs, not bulk campaigns.
One thing it does not do. Automation acts inside your account; it does not connect to external tools or send bulk email.
Which plans include automation
Read from the plans table at build 7b2c5bfdd8, the same table the platform enforces.
Questions
Is this the same as the AI workforce?
No. Automation is deterministic rules; the workforce reasons and proposes.
Can I turn a rule off?
Any time, from the rule itself.
Does it use credits?
No. Rules are included in the plan.