Built-In Automations

Automate Your Business with Intelligent AI Agents

Every OpenFlow AI agent comes with powerful automation capabilities built-in. From scheduling appointments to updating CRMs, your AI handles it all seamlessly during conversations.

Powerful Automations Built-In

No complex workflows or integrations required. Our AI handles it automatically.

Appointment Scheduling

Check real-time availability, book appointments, send confirmation texts, and add calendar events automatically during calls.

Real-time calendar sync
Automatic reminders
Rescheduling handling

CRM Data Sync

Automatically log call notes, update lead status, create tasks, and sync customer information to your CRM in real-time.

Call transcripts logged
Lead status updates
Task creation

Smart Follow-Ups

Send personalized SMS or email follow-ups based on call outcomes, customer interest levels, and predetermined triggers.

Personalized messaging
Triggered by outcomes
Multi-sequence campaigns

Lead Qualification

Automatically score leads, categorize by intent, and route high-priority prospects to your sales team instantly.

AI-powered scoring
Smart routing
Priority notifications

Payment Processing

Send payment links, process deposits, and collect payments over the phone with integrated payment processing.

Secure payment links
Deposit collection
Invoice generation

Team Alerts

Notify your team via SMS, email, or Slack when important calls come in or urgent actions are needed.

Instant notifications
Custom triggers
Multi-channel delivery

How Automations Work

Three simple steps to complete automation

1

Configure Triggers

Set up what actions should trigger your automations—appointment bookings, lead captures, or custom events

2

AI Detects Intent

Our AI understands customer intent during conversations and automatically triggers the right automations

3

Actions Execute

Updates flow instantly to your CRM, calendar, or other tools—no manual work required