Docs › Automation
Revenue autopilot
Let Vaanexa suggest and run the next best action.
Autopilot analyses your leads, pipeline and campaigns and proposes actions that are likely to produce revenue — for example re-engaging hot leads, sending a reminder to unpaid quotations, or boosting a campaign that is converting.
Using autopilot
- Open Autopilot to see suggestions ranked by expected impact.
- Accept a suggestion to run it, or dismiss it.
- Turn on auto-run for suggestion types you trust.
All actions are logged, and anything sensitive still goes through Approvals.