Canonical triggers
React to governed events instead of page-specific UI state.
Automated follow-ups
Follow up every opportunity at the right time
OfferAgent automation sequences react to defined customer or quote events and execute versioned steps such as waiting, checking a condition, sending through CommunicationHub or creating seller work. Stop rules, quiet hours, contact limits, idempotency and execution history keep follow-up controlled, while a published sequence remains unchanged for runs that already started.
Follow-up should not depend on memory
Timing is lost when every seller must remember each sent, viewed or unanswered quote.
How it works
- 01
Choose a trigger
Start from a canonical event such as quote sent or customer question.
- 02
Build guarded steps
Combine waits, conditions, messages and seller tasks.
- 03
Preview and publish
Inspect timing, channels and stop conditions before activation.
- 04
Monitor every run
See completed, waiting, stopped and failed steps with safe retry controls.
Product proof: versioned sequence execution
The workspace exposes trigger, steps, safeguards, publication and run state.
Prerequisite: Requires Automation access and configured communication channels for customer messages.
Automation sequence workspaceProduct flow
- 1Draft previewed
- 2Version published
- 3Run waiting safely
Open the signed-in product workspace
Sign-in and the correct plan are required. This link is not a public demo.
What this capability supports
Stop conditions
Stop messages when the customer has replied, accepted or otherwise completed the goal.
Contact safeguards
Apply quiet hours, timezone and contact frequency limits.
Execution history
Trace every step, suppression, failure and guarded replay.
Prerequisites and clear boundaries
OfferAgent states what the capability does and what still requires configuration, permission or a human decision.
- No sequence sends until it is published and its channel is configured.
- A reminder can create seller work instead of contacting the customer.
- Existing runs keep their published version when a new draft is created.
Frequently asked questions
What can start a sequence?
Supported canonical events such as quote delivery, view, reply or another configured business event.
Does it stop after acceptance?
It does when acceptance is included as a stop condition in the published sequence.
Can we test timing?
Yes. Preview exposes the ordered steps, delays and safeguards before publication.
Does AI send messages automatically?
No. AI-assisted copy remains a reviewed input to a separately governed sequence.