AUTOMATION

Automate Your Customer Journeys Without Manual Work.

Automate routine communication, tasks, lead journeys, and deal actions so your team can respond faster, stay consistent, and focus on closing more business.

WorkflowLive
TRIGGER
New lead submits form
If budget > ₹50L
Assign to Meera
Send WhatsApp
Visual workflow builderTrigger-based journeysEmail & WhatsAppAI next-best-action
Workflow BuilderActive · 214 runs
TRIGGER
Lead fills out form
Source is Meta Ads?
YES
Assign to Sales
NO
Add to nurture
Send instant WhatsApp reply
Runs today
42
Success
100%
Avg time
0.8s
Rahul Shah · assigned + WhatsApp sent2m
Last run 2m ago+ Add step
01 · WORKFLOW

Workflow Automation

Build Workflows That Keep Your Business Moving.

Create automated workflows for the actions your team repeats every day. When a lead fills out a form, a deal changes stage, a customer misses an appointment, or a payment is pending, AiEngage can trigger the right next step automatically.

This helps your team stay organised without relying on manual reminders, spreadsheets, or follow-up lists.

Automate Actions Such As
Assigning new leads to team membersCreating follow-up tasksSending email or WhatsApp messagesUpdating lead or deal stagesAdding tags and labelsMoving contacts into customer segmentsSending internal team notificationsCreating reminders for pending actionsRouting leads to the right departmentUpdating customer records automaticallyStarting a nurture sequenceTriggering actions based on customer activity
Welcome Journey3 emails
Audience · New leads (no reply)2,140
0
Welcome email72% open
Day 0 · sent instantly
2
Product highlights54% open
Day 2 · if no reply
7
Limited-time offerscheduled
Day 7 · re-engagement
14
Final check-inqueued
Day 14 · exit if converted
Sent
6,120
Avg open
63%
Replies
418
02 · EMAIL

Email Automation

Send The Right Email At The Right Time Without Manual Effort.

Create automated email journeys that respond to lead actions, customer activity, deal progress, and important dates.

From the first enquiry to a payment reminder or re-engagement email, AiEngage helps you stay in touch without asking your team to remember every next step.

Automate Emails For
New lead welcome messagesFirst-response emailsSales follow-upsAppointment confirmationsDemo remindersQuotation follow-upsPayment remindersCustomer onboardingProduct or service updatesRe-engagement campaignsBirthday and anniversary messagesPost-purchase communication
AiEngage · Automated
replies instantly
AUTO
Hi, I submitted a form for a site visit.
Thanks! Your visit is confirmed for Sat 11 AM 📍
Automated
Reminder: your visit is tomorrow at 11 AM. Reply RESCHEDULE to change.
Automated · 24h before
Perfect, see you then!
3 messages auto-sent
TRIGGERForm submitted3-step sequence
03 · WHATSAPP

WhatsApp Automation

Keep Customer Conversations Moving On WhatsApp.

Automatically send WhatsApp messages when customers take action, submit a form, request information, miss a call, book an appointment, or need a reminder.

Your team can stay responsive even when they are busy, while customers receive quick and relevant communication at the right moment.

Automate WhatsApp Messages For
New lead responsesWelcome messagesLead follow-upsAppointment confirmationsAppointment remindersQuotation updatesPayment remindersBooking confirmationsProduct and service updatesRe-engagement messagesCustomer support updatesPost-purchase follow-ups
Saturday, 12 July
10:00
Team sync
11:00
Site visit · Skyline 2BHKConfirmed
Sanjay Patel · Prahlad Nagar
Reminder sent · 24h beforeReminder sent · 1h beforeFollow-up · scheduled after visit
14:30
Demo · AiEngage CRM
REMIND VIAWhatsAppEmail24h + 1h
No-show rate down 38% this month
04 · REMINDERS

Appointment Reminder Automation

Reduce No-Shows With Timely Appointment Reminders.

Send automatic reminders before meetings, demos, consultations, site visits, service appointments, and follow-up calls.

Keep customers informed about the date, time, location, or meeting link while giving your team more time to focus on the appointment itself.

Automate Reminders For
Sales demosProperty site visitsDoctor or clinic appointmentsStudent counselling sessionsTravel consultationsService bookingsPayment meetingsFollow-up callsOnline meetingsInternal team appointmentsRescheduled bookingsMissed appointment follow-ups
Nurture Sequence · Ravi D.Step 3 of 5
Lead score78 ▲ +32
Welcome emailOpened
Case study · WhatsAppClicked
Demo invitationSending now
Offer messageDay 6
Marked sales-ready at score 80
05 · NURTURING

Lead Nurturing Automation

Stay In Front Of Leads Until They Are Ready To Buy.

Not every lead is ready to take action on the first day. AiEngage helps you keep the conversation active with planned emails, WhatsApp messages, reminders, and follow-up tasks.

This gives leads useful information over time and keeps your business top of mind when they are ready to move forward.

Nurture Leads With
Welcome message sequencesEducational contentProduct or service informationFollow-up remindersOffer and promotion messagesDemo or consultation invitationsCase studies and success storiesQuotation follow-upsRe-engagement campaignsTimely check-in messagesInterest-based communicationSales-ready lead alerts
Onboarding · Joshi Realty4 of 6 done
Welcome email & WhatsApp sent
Account setup instructions
Documents collected
Kickoff call scheduled
Team introduction messageToday
Feedback requestDay 14
Steps done
4/6
Day
3
On track
Yes
06 · ONBOARDING

Customer Onboarding Automation

Give Every New Customer A Smooth Start.

Create automated onboarding journeys that welcome customers, share important information, collect required details, and guide them through the next steps.

This helps your business deliver a better first experience without depending on manual messages from your team.

Automate Customer Onboarding For
Welcome emails and WhatsApp messagesAccount setup instructionsProduct or service introductionsDocument collectionPayment and invoice informationAppointment schedulingTraining and onboarding stepsTeam introduction messagesImportant policy updatesCustomer check-in remindersFeedback requestsEarly support follow-ups
Deal · Green Villa₹1.2Cr
NegotiationClosed Won 🎉
TRIGGERED AUTOMATICALLY
Start onboarding journey
Notify finance team
Generate invoice
Schedule feedback request
4 actions fired automaticallyJust now
07 · DEAL STAGES

Deal Stage Automation

Move Deals Forward Without Missing Important Steps.

Set actions that happen automatically when a deal enters or leaves a pipeline stage. Notify the right team member, create follow-up tasks, send customer updates, or trigger internal approvals based on deal progress.

This keeps your sales process consistent and helps your team take action at the right time.

Automate Actions Based On Deal Stages
Assign deal ownersCreate sales follow-up tasksSend quotation remindersAlert managers for high-value dealsTrigger approval workflowsSend payment remindersUpdate customer statusStart onboarding after a deal is wonRe-engage inactive dealsNotify teams about closed dealsAdd tags based on deal progressMove deals into the next workflow automatically
Next Best Action
Suggestions
12
Approved
9
Time saved
4h
ASAnita SharmaHIGH INTENT
Opened quote 3× today — call within the hour to close.
Approve & callSnooze
MJManoj JoshiAT RISK
No activity in 14 days — send a re-engagement message.
Send messageDismiss
Route 4 new leads to best-fit repsAuto
Flag unhappy reply from Priya N.Review
08 · AI

AI-Powered Automation

Let AI Help Decide What Should Happen Next.

AI-powered automation helps your team act faster by using lead activity, customer conversations, deal status, and engagement signals to trigger smarter next steps.

Instead of using only fixed rules, AI can help identify when a lead needs attention, when a customer may be losing interest, or when a follow-up should happen sooner.

Use AI To Automate Smarter Actions
Prioritize high-intent leadsIdentify leads that need urgent follow-upSuggest the next best actionTrigger follow-ups based on customer engagementDetect inactive or at-risk dealsRecommend the right message or responseRoute leads based on quality or interestFlag unhappy customer conversationsHelp sales teams focus on stronger opportunitiesSend timely re-engagement messagesImprove follow-up timingReduce manual decision-making

Do More Without Adding More Manual Work

Automate repetitive sales and support tasksKeep follow-ups consistent across every leadSend timely email and WhatsApp messagesReduce missed appointments and no-showsKeep new leads engaged automaticallyGuide customers through onboardingMove deals forward with clear actionsCreate workflows without relying on spreadsheetsReduce manual reminders and task chasingImprove response time across your teamKeep sales, support, and marketing alignedUse AI to prioritize the right next actionGive customers a faster, more reliable experienceHelp your team focus on conversations that drive revenue

Automate More Follow-Ups. Move More Leads Forward.

WhatsApp