Docs

Automation

Automations, follow-ups, lead rescue and autopilot.

Guides

• Build an automation — Create flows that react to messages, leads and events.
• Follow-ups — Never forget to get back to a lead.
• Lead rescue — Win back leads that went quiet.
• Revenue autopilot — Let Vaanexa suggest and run the next best action.
• Tasks — Assign and track to-dos across your team.