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Workflow Builder · Visual Canvas

Automate every touchpoint. Scale without hiring.

Visual drag-and-drop workflow builder that triggers SMS, emails, calls, tasks, and integrations based on any customer behavior. Reclaim 20+ hours a week.

How it works

Six-step automation process.

Each step is configurable, branchable, and measurable.

1
📣

Event fires

Form submit, tag added, appointment booked, payment

2
🧠

AI decides

Routes based on lead score, source, time, behavior

3
📤

Action runs

Send SMS, email, call, create task, update CRM

4
⏱️

Delay/wait

Wait hours, days, weeks between actions

5
🔀

Branch

If/then logic based on reply, click, purchase

6
📊

Measure

Track every step for open, click, reply, conversion

Real workflows

Three real examples.

Built by actual customers and running right now.

Example 1

New Lead Welcome

Form fill → 60s SMS + welcome email → 24hr follow-up SMS → Day 3 call task to rep

Example 2

Missed Appointment

Appt missed → instant SMS reschedule link → 2hr email + reminder → Day 2 reactivation sequence

Example 3

Birthday Campaign

Birthday trigger → Branded gift email at 9am → 3hr later SMS with coupon → Auto-follow-up if clicked

Metrics that matter

What customers gain.

20+
hrs saved/week
72%
Faster follow-up
More conversions
$0
Per contact
05 · Proof

127 businesses. Four industries. One platform.

Real results from real operators — mortgage brokers, dentists, lawyers, and service business owners across the US.

★★★★★

The AI receptionist booked 14 appointments in my first week without me lifting a finger. This is pure revenue I wasn't seeing before — and it never sleeps.

Marcus Johnson
Marcus JohnsonMortgage Broker · Keystone Mortgage, Austin TX
★★★★★

We went from 23 Google reviews to 187 in 90 days. Our practice moved from page 3 to #2 in local search. Game over for the competition.

Dr. Sarah Miller
Dr. Sarah MillerDentist · Bright Smiles, San Diego
★★★★★

After-hours calls used to go to voicemail. Now the AI answers every one, qualifies the case, and books a consult. Booked 11 new clients last month from calls I would've missed.

Robert Chen
Robert Chen, Esq.Personal Injury Attorney · Chen Law Group
★★★★★

Summer rush used to bury us in missed calls. TheBigBot answers every single one, books the appointment, and dispatches the tech. Revenue up 34% this quarter.

Tom Bradley
Tom BradleyOwner · Bradley HVAC, Houston TX
★★★★★

The patient recall campaign alone filled 47 empty chair slots in month one. The ROI paid for a full year of the platform inside 30 days.

Linda Martinez
Linda MartinezPractice Manager · Sunrise Dental, Phoenix
★★★★★

Database reactivation woke up $2.1M in dormant prospects. My pipeline doubled. My assistant thinks I hired four new people — I just flipped one switch.

David Anderson
David AndersonLoan Officer · Premier Lending, Dallas
★★★★★

I switched from GoHighLevel and cut my tech stack in half. The AI intake is night-and-day better — conversions up 62% on paid traffic.

Patricia Wolfe
Patricia Wolfe, Esq.Managing Partner · Wolfe & Associates
★★★★★

Storm season used to drown us. Now the AI qualifies emergency vs. routine jobs, dispatches crews, and follows up on every quote. Closed 78% more roofs this year.

James Washington
James WashingtonOwner · Washington Roofing, Atlanta
★★★★★

Cancellations crushed us every Monday. TheBigBot auto-reminders dropped no-shows by 71% and recovered $18K in monthly recurring revenue we were writing off.

Linda Martinez
Rachel KimOwner · Flex Fitness Studio, Seattle
Powering businesses across
Mortgage
Dental
Legal
HVAC
Fitness
Roofing
Salons
FAQ · Questions

Things people ask.

How complex can workflows get?
+
As complex as you want. Nest conditions, loop back, run in parallel, wait for external webhooks, and call custom APIs. We have customers running 200-step workflows.
Is there a workflow template library?
+
Yes. 100+ prebuilt workflows for mortgage, dental, legal, and service businesses — ready to activate in one click.
Can workflows call my external APIs?
+
Yes. HTTP webhook nodes let you POST/GET to any URL with custom headers and authentication. Full Zapier + Make.com support too.
What happens when workflows fail?
+
Every failed step is logged with the error. You can configure retries, alerts, and fallback actions. The system never silently drops a task.

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