People & Communication
Automation & Follow-ups
Let your AI team handle the repetitive parts of communication so you can focus on closing deals.
Drip Campaigns
Drip campaigns send a series of messages to contacts over time:
1.Go to Queue > Campaigns or ask your Campaigns Agent to set one up
2.Define the sequence — message 1 on day 0, message 2 on day 3, etc.
3.Choose the channel — email, SMS, or both
4.Select the audience — by tag, temperature, or custom filter
5.Activate the campaign
Each message in the sequence is drafted by your Campaigns Agent and placed in the Queue for your approval before it sends. Once you approve the templates, future contacts added to the campaign use those approved messages.
Scheduling Rules
Control when your agents can send messages:
•Business hours only — restrict outgoing messages to your defined business hours
•Timezone-aware — messages are delivered in the recipient's local time
•Quiet days — block sends on weekends or holidays
•Rate limits — cap the number of messages per contact per day/week
Set these in Settings > Automation Preferences.
AI Follow-up Sequences
Different from drip campaigns, follow-up sequences are triggered by events:
•After a call — the Call Analyst drafts a follow-up based on the conversation
•After a showing — the Leasing Agent sends a thank-you and next-steps message
•After inactivity — if a warm lead goes cold, a re-engagement sequence starts
•After a deal milestone — next steps are sent when a deal moves to a new stage
Each follow-up is personalized to the contact and situation — they're not generic templates.
Campaign Analytics
Track how your automated messages perform:
•Delivery rate — how many messages were successfully sent
•Open rate — for emails, how many were opened
•Response rate — how many contacts replied
•Conversion rate — how many moved to the next deal stage
Analytics are available in the campaign detail view and in your weekly digest report.
Managing Active Automations
View and control all running automations:
•Pause — temporarily stop a campaign without losing progress
•Resume — restart a paused campaign from where it left off
•Edit — modify upcoming messages (already-sent messages can't be changed)
•Cancel — stop a campaign permanently
•Clone — duplicate a successful campaign for a new audience
Example: Seller Lead Drip Campaign
You ask: "Create a 4-step drip campaign for cold seller leads."
Your Campaigns Agent builds:
•Day 0: Introduction email — who you are, how you help homeowners, no pressure
•Day 3: SMS — "Hi [Name], just checking in. If you're still considering selling, I'd love to chat. No obligation."
•Day 7: Email — market data for their neighborhood, recent sale prices, what their home might be worth
•Day 14: SMS — "Last follow-up! If the timing isn't right, no worries. I'm here whenever you're ready."
Each message is personalized with the contact's name, property address, and neighborhood data. You review and approve the templates once, and every new cold lead automatically enters the sequence.