AI that works on its own, on a schedule or an event

Brief the assistant the way you would brief a colleague, then tell it when to start: every Monday, once on a date, or when a deal moves. It can work through a whole saved list, asks your team when it needs a decision, and writes down everything it did.

  • New triggers start switched off
  • Preview before it sends
  • Silence is never a yes

Waits for your business hours before it messages anyone

A trigger called Bridal follow-up at Zeenat Salon runs every Thursday at 10:00 on the saved list of bridal enquiries from the last 30 days. Its follow-ups need approval, it reaches up to 500 people a run and waits for business hours. Next run Thursday 10:00; the last run reached 14 contacts and made 2 bookings.
The summary line of one run: it followed up Mehak Javed, saved her event date and booked a trial.
A question from the Bridal follow-up waits in Needs you: Mehak asks whether mehndi is included in the bridal package. The deadline is 3 hours 12 minutes away; if nobody answers, the chat goes to a person.

One request, start to finish

Every Thursday at 10:00, the assistant follows up new bridal enquiries

A trigger called Bridal follow-up runs every Thursday at 10:00 on the saved list of bridal enquiries from the last 30 days. Its brief, in plain words: ask each bride for her event date, save it, and offer two free trial times if she wants one.
The preview names the first contacts it would message, 37 in all, and counts the 9 it will leave out with the reason for each: 4 opted out, 1 on the do-not-contact list, 1 on a private number, 2 already chatting with an assistant, 1 excluded number. Running the preview sends nothing.
Mehak replies with a question the assistant cannot answer from its instructions. It asks the team in Needs you, with a deadline counting down. Sara from the front desk answers that mehndi is included. If nobody had answered, the chat would have gone to a person.
The Story view of Mehak's run in plain sentences: it replied to her, saved her event date as 14 December, asked the team a question that Sara answered, and booked her bridal trial for Saturday 14 November at 12:30 with Shazia.
  1. 1

    Start it your way On a schedule, once, on an event, or only when you press Run now.

  2. 2

    See who it reaches The preview names the contacts it would message and counts everyone it would skip, with the reason.

  3. 3

    It asks when it doesn't know A question goes to your team in Needs you, with a deadline.

  4. 4

    Read the run as a story What it said, what it changed and who answered its question.

01: TRIGGERS

Tell it what to do, and when to start

Most follow-up dies because nobody has time on Monday morning. A trigger is a job you hand the assistant once. You write the brief in plain language: every Monday, find deals that haven't moved in two weeks and draft a follow-up for each. Then you pick what starts it.

  • On a schedule

    Every day, week or month at a set time.

  • Once

    At a date and time you choose, such as the morning a sale starts.

  • When something happens

    Three events can start one today: a new contact is added, a deal moves to a new stage, or a booking is completed. They fire however the change was made, in the app, by import, through the API or by dragging a card.

  • Run now

    A trigger that only runs when you press the button.

  • From another system

    Each trigger can have its own web address, so a form backend, Zapier or anything that can send a request can start it. The address is shown once, starts only that trigger, and can be replaced, which stops the old one straight away.

A run doesn't need a customer. Review last week's ad spend and tell me what to pause is a valid brief, and nothing is sent to anyone unless the brief says so.

Each trigger shows when it next runs and what happened last time. New triggers start switched off, and switching one off takes effect at once.

A trigger set to When something happens, starting when a deal moves to a new stage, with the four trigger types as chips: Schedule, Once, When something happens and Run now. Beside it, the event picker lists the three events: a new contact is added, a deal moves to a new stage, a booking is completed.

02: ONE BRIEF, A WHOLE LIST

Point it at a saved list and see who it skips

A trigger can act on every contact in a saved list, one run per person, all from the same brief. You write the job once, and each contact on the list gets handled on their own.

Before you switch it on, the preview names the first contacts it would act on and counts everyone it would leave out, with the reason for each. The preview starts nothing and costs nothing.

  • Always skipped

    People who opted out, people on the do-not-contact list, contacts on a private number, people already mid-conversation with an assistant, and numbers on your AI exclusion list. Each reason has its own count.

  • Up to 500 a run

    Each firing reaches at most 500 contacts, and the batch is trimmed to fit your remaining AI budget instead of being refused.

  • Paced, and polite about the hour

    Messages are spread out so hundreds don't leave at once. A trigger that fires outside business hours waits until you open. If an outage would make it more than an hour late, that run is skipped.

  • Never twice

    A retried firing cannot act on the same person twice, and one failed schedule doesn't break the next one.

  • Clean when you delete

    Deleting a trigger, or the assistant it wakes, withdraws whatever it had queued.

How saved lists work

The trigger preview for the saved list Bridal enquiries, last 30 days: it would act on 37 contacts, starting with Mehak Javed, Rida Kamal and Iqra Nadeem, and leaves out 9: 4 opted out, 1 on the do-not-contact list, 1 on a private number, 2 already chatting with an assistant and 1 excluded number. A limits card beside it: up to 500 per run, trimmed to your AI budget, paced, waits for business hours.

Bring one follow-up you never get to

Tell us the job. We'll write the trigger with you on the call.

We reply in under an hour.

03: NEEDS YOU

When it needs a decision, it stops and asks

An assistant on a job can stop, put a question to your team, and carry on with the answer, keeping the work it has already done. It can ask for an approval, a choice between options it has narrowed down, or a free-text answer. Waiting costs nothing: no AI calls and no spend.

  • A deadline on every question

    Between one hour and a week, with a fallback you can read. If nobody answers, a proposed action is never carried out, a question about a live chat passes that chat to a person, and a back-office run stops and says why.

  • The right person answers

    Approvals need an admin. A choice or a factual question can be answered by anyone on the front desk. Questions raised on a private number are seen only by its owner and admins.

  • First answer wins

    If two people answer, the second is told who decided and what they chose.

  • A queue built for answering

    Needs you lists questions by deadline, not arrival, with For me, Everyone and Answered views. A live countdown turns red near the deadline, and keyboard shortcuts let you approve or decline without the mouse.

  • The customer isn't ignored

    If the customer writes while the run is waiting, the assistant reads that message when it carries on.

  • You hear about it

    A new question rings the bell in the app, and reaches your phone on WhatsApp if nobody opens it within fifteen minutes.

One question at a time per run, five at most over a run's life. Runs are stopped after three days as a safeguard, and time spent waiting on a person doesn't count, so a Friday question survives the weekend.

The Needs you queue, ordered by deadline: an approval to book Mehak's bridal trial with 48 minutes left, a question about whether mehndi is included, and a choice of stylist for Rida. The open approval shows exactly what would be booked, with Approve and Decline; if nobody answers, nothing is booked.
The notification bell shows two unread items from the assistant: a question about Mehak Javed and an approval for her bridal trial. Anything left unopened for fifteen minutes also reaches the phone on WhatsApp.

04: READ EVERY RUN AS A STORY

Every run, written down in plain sentences

Activity lists every conversation an assistant handled, newest first, and a run waiting on your team shows as Waiting on you. Open one and the Story view reads like a note from a colleague. The first line is the assistant's own summary, then why it started and how long it took, then each thing it did: replied to Mehak, with what it said; updated her event date; asked you a question, with the question.

Each change names the record it touched. A failed action is shown as failed, with its message. Retries read as one line instead of three failures. Voice notes it transcribed and photos it described sit in the timeline too. A Technical view is there for whoever wants it, and the page remembers your choice.

A stuck or failed run can be resumed or retried by hand, and a retry keeps what the run already spent.

A run in Activity, read as a story: Followed up Mehak Javed, saved her event date and booked a trial. Started by Bridal follow-up on Thursday at 10:00. It replied to Mehak, updated her event date and booked a bridal trial.

05: SPLITTING UP BIG JOBS

Big jobs, split into parts it can check

For a large back-office job, an assistant can break the work into parts and hand each to a helper with a small set of tools, then read the results and carry on. It decides how to split the job at the time, so there is no flowchart to draw.

  • Helpers never message customers

    They have no conversation, and every sending tool is removed.

  • Fewer tools, never more

    A helper only gets a subset of the assistant's tools, and never one your account switched off.

  • Kept off live chats

    Splitting is never used on a live customer chat.

  • One spend limit for the whole job

    The assistant and its helpers share it.

  • A failed part doesn't sink the job

    The assistant is told how many parts finished, and stops waiting for a helper after thirty minutes.

Off until you switch it on for an assistant. You set how many helpers run at once, which tools they get and a spend cap, and your settings can only tighten the built-in limits.

A back-office run read as a story: it split the work into 3 pieces, got the pieces back with all 3 finished, then wrote the list of ads to pause.

The honest part

What it won't do

  • Start on any event you like

    Today three events can start a trigger: a new contact, a deal moving stage, and a booking completed.

  • Message more than 500 people in one run

    That is the cap per firing, and a smaller AI budget trims it further.

  • Send late at the wrong hour

    A run that would go out more than an hour late is skipped.

  • Read silence as a yes

    An unanswered approval is never carried out.

  • Message people who said STOP

    Opted-out contacts, the do-not-contact list and excluded numbers are always skipped.

  • Run forever

    Runs stop after three days, not counting time spent waiting on your team.

  • Use helpers on a live chat

    Splitting work is for back-office jobs only.

Works with

Questions about AI on its own

Before you switch a trigger on

Will it message my whole list the moment I save it?

No. New triggers start switched off. Run the preview first: it shows who would get a message and who would be skipped, and it sends nothing.

What if it fires at night?

It waits for your business hours. If an outage would make it run more than an hour late, that run is skipped.

Who can answer its questions?

Approvals need an admin. A choice or a factual question can be answered by anyone on the front desk. The first answer wins, and the question disappears from everyone else's bell.

Does it use the same rules as my assistant in chat?

Yes. A trigger wakes one of your assistants, with its instructions, its tools and the actions you marked for approval.

What if a run gets stuck?

You can resume or retry it by hand from Activity. A retry keeps what the run already spent.

Can another system start a trigger?

Yes. Each trigger can have its own web address that a form backend, Zapier or similar tool can call. It starts only that trigger, and replacing the address stops the old one at once.

Book a demo

Hand the Monday chase to the assistant

Bring the follow-up your team never gets to. We'll set up the trigger with you, run the preview on your list and show you the story it writes.

We reply in under an hour.