Workflow Automation

Let the system handle the busywork,so your team can do the work that matters

Customer messages, booking reminders, document handling, sending notifications — let these repetitive tasks finish on their own,
with less manual work and fewer things missed.

In one sentence

The customer inquiries, forms, orders, and bookings your website receives every day get caught, answered, and organized automatically, with alerts at the key moments. You only handle the parts that truly matter.

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Common automations

What work can be automated

Not just shaving off a little time — it hands the things you repeat daily, easily miss, or that slow down your response, to a system that handles them reliably.

Automatic lead routing

New inquiries from your website forms or website chat are routed automatically to the right salesperson or support rep, with an instant email / SMS alert — no more manual forwarding.

Booking and follow-up automation

After a customer books through your website, the system kicks off the next steps automatically — sending confirmations and reminders so nothing slips through.

Email / SMS notifications

New inquiries, new orders, new payments, missing information, status updates — at every key moment the system notifies your customers and your internal team by email or text.

Form and document organization

Forms, attachments, and supporting documents customers submit are sorted, filed, and written into your back-end database automatically — far less copy-paste and manual reconciliation.

Auto-prompt the next step

Once one stage is done, the system automatically notifies the next owner to keep things moving — fewer forgotten follow-ups and fewer stalled workflows.

AI website assistant replies

Add AI to your website chat or form page so it handles routine questions first from your business knowledge base, then hands complex ones to a person — freeing your team for the conversations that matter.

Before vs after

See it at a glance:
the difference automation makes

Your team is probably repeating these tasks every day — here's the before-and-after once automation is in place.

New website inquiry

Before

Customer fills out a form on your site → an unread email sits in your inbox → you are busy and miss it → six hours later the customer has already gone to a competitor

After

Customer fills out the form → 5 seconds later you get a text: "New inquiry · Mr. Wang · wants a website for a restaurant" + it's filed automatically + the customer gets an auto-reply: "Got it, we'll reach out within 2 hours"

Website chat inquiry

Before

Customer asks "how much does it cost" or "when will it be live" in your website chat → nobody is online → they close the site and leave

After

Website chat pops up → the AI answers common questions instantly from your business knowledge base → for complex questions it captures their contact info → and routes it to you automatically

Website booking / scheduling

Before

Customer books on your site → you get an email → you call to confirm → you write it in a notebook → and you still have to send a reminder by hand

After

Customer books → a confirmation email / text goes out to them automatically + it's written into your back-end calendar + a reminder text goes out automatically 24 hours ahead

Website orders / document handling

Before

Orders and documents customers submit are scattered across email and forms → you spend 3 hours on the weekend sorting them → and you still miss some

After

Submitted on your site → sorted and filed automatically + written into your back-end database + the right owner is notified automatically + a receipt email goes out to the customer automatically

Typical customer scenarios

Industries that use it most

The scenarios below are among the most common for local small businesses — not abstract examples. See which one fits you.

Clinic

Dr. Zhang's clinic

Before

Customers book on the website → an email comes in → Dr. Zhang is busy with patients and can't check it → quite a few bookings slip through.

After

Booking → a confirmation text goes to the customer automatically + it's written into Dr. Zhang's back-end calendar + a reminder text goes out automatically 24 hours ahead.

Confirmations and reminders no longer depend on someone watching the inbox; far fewer missed bookings
Real estate agent

Sarah, real estate agent

Before

A new inquiry hits the website form → it waits until after hours → by then the customer has already contacted another agent.

After

New inquiry → Sarah gets a text within 5 seconds + the customer's source (what they searched, which listings they viewed) + the customer gets an automatic confirmation email.

New inquiries get a response within 5 seconds, avoiding customers slipping away mid-way

The scenarios above are illustrative business examples; actual results are assessed based on your team's specific situation.

Common problems

What problems automation solves

Lots of inquiries, slow to respond

Automatic routing, alerts, and replies mean new inquiries get picked up faster.

Forms and documents are a mess

Submissions are sorted, filed, and assigned automatically, dropping straight into the right workflow.

Teams rely on manual reminders and forget things

The workflow moves forward on its own, with automatic alerts at key moments — fewer missed leads and delays.

Re-keying the same data across multiple tools

Information syncs automatically, cutting repetitive work and the chance of manual errors.

Pricing plans

Simple monthly pricing

From $29/month, free setup and go-live, and the monthly fee includes your AI usage. Start small, then expand as it pays off.

Starter

$29/month

$290/year (save $58)

Best for getting one core website workflow running first and seeing how much time it saves.

  • 1 core website automation workflow
  • 100 automatic triggers / month
  • 200 AI calls / month
  • Email support (within 48 hours)
  • 1 free minor change per month
  • Export your data anytime
Most popular

Business

$79/month

$790/year (save $158)

Best for most small and mid-sized businesses, keeping multi-step website workflows running reliably.

  • Up to 3 website business workflows
  • 500 automatic triggers / month
  • 2,000 AI calls / month
  • Website AI chat assistant (basic knowledge base)
  • Priority support (within 24 hours)
  • 3 free minor changes per month
  • Multi-role notifications and auto-routing
  • Export your data anytime
AI assistant + cross-system

Pro

$199/month

$1,990/year (save $398)

Best for high-volume teams that need an AI website assistant, multi-role collaboration, and cross-system integration.

  • Unlimited website automation workflows
  • 3,000 automatic triggers / month
  • 10,000 AI calls / month
  • Website AI chat assistant (custom knowledge base)
  • Priority and direct phone support
  • Unlimited minor changes per month (within reason)
  • Cross-system integration + AI assistant + database
  • Priority scheduling for custom features
  • Export your data anytime
Plan comparisonStarterBusinessPro
Support responseEmail within 48hPriority within 24hPriority + direct phone
Automatic triggers100 / month500 / month3,000 / month
AI calls200 / month2,000 / month10,000 / month
Website workflows1Up to 3Unlimited
Website AI chat assistantBasic knowledge baseCustom knowledge base
Free minor changes1 / month3 / monthUnlimited
Advanced capabilitiesMulti-role notifications & routingAI assistant + cross-system + database
Better together

More than just a website —
get your acquisition and your workflows running together

Your website showcases your business and brings in inquiries; automation handles lead routing, notifications, follow-ups, and data organization. Combine the two and you're far more likely to genuinely lift efficiency and conversion.

The website brings customers in; automation catches everything that follows.

New inquiries no longer sit in an inbox or chat window — they move straight to the next step.

Your team doesn't have to keep manually reminding, forwarding, and organizing; the workflow keeps moving reliably.

What we deliver

We actually build the workflow

Not just a concept — we configure the key steps around your business workflow, integrate and test them, and get them live and running.

  • Business workflow mapping
  • Automation design
  • Form / notification / data-flow setup
  • AI Q&A or auto-reply integration
  • Testing, integration, and go-live
  • Room to expand later

Which repetitive workflows
do you want to automate?

Tell us what your team repeats every day. A quick call or WeChat chat is all it takes — we'll help you assess which steps can be automated and how much time you'll save.

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