Integration & Automation Services Include:

Communication Automation

• Automated appointment reminders (SMS, email, voice)

• Chatbot flows for inquiries, scheduling, and support

• Post-installation or post-visit follow-ups

• Intelligent call routing and virtual assistants

Sales & Workflow Automation

• Lead capture + auto-responder workflows

• Pipeline tracking with CRM integration

• Email/SMS sequences based on user actions

• Calendar sync + scheduling automation

Client & Staff Experience Optimization

• White-glove onboarding sequences

• Internal task routing and notifications

• Digital intake forms and pre-qualification quizzes

Industry-Specific Automation Solutions

For Installation Companies

We help you create a professional, brand-aligned experience for customers from initial contact to service completion—automatically:

• Dispatch coordination via SMS

• Customer satisfaction surveys

• Technician arrival alerts

• Follow-up review requests

For Telehealth & Digital Health Providers

Ensure HIPAA-conscious, friction-free communication with patients:

• Appointment confirmations via SMS/email

• Remote diagnostics integrations

• Patient onboarding workflows

• Secure messaging channels

For Sales & Service Teams

Close more deals and spend less time chasing leads:

• Automated follow-up sequences

• CRM-integrated lead flows

• Calendar-based email/SMS booking reminders