Automation Engine
Visual workflow builder for assignment, reminders, escalations and broadcasts.
AF-01
Round-robin Website Leads
Enabled
412 runs · 3 failed · last run 21 May 2026, 10:42 AM
Trigger
Lead created
Source = Website
Condition
Working hours
Mon–Sat 09:00–19:00 IST
Action
Assign owner
Round-robin · Mumbai West team
Notification
WhatsApp welcome
Template: Welcome Lead
AF-02
Missed Follow-up Escalation
Enabled
38 runs · 1 failed · last run 21 May 2026, 09:15 AM
Trigger
Follow-up overdue
> 24 hours
Delay
Wait
1 hour grace
Action
Add badge
Escalated · L1
Notification
Notify Team Leader
Email + In-app
AF-03
Hot Lead Alert
Enabled
22 runs · 0 failed · last run 20 May 2026, 06:30 PM
Trigger
Score crosses 80
Lead temperature = Hot
Action
Pin to top
Owner dashboard
Notification
Notify manager
Slack #hot-leads
AF-04
Site Visit Reminder
Enabled
78 runs · 2 failed · last run 21 May 2026, 08:00 AM
Trigger
Visit scheduled
Status = Scheduled
Delay
Wait
Until T-24h
Notification
WhatsApp customer
Template: Visit reminder
Notification
SMS agent
Sender: MANILD
AF-05
Lost Lead Re-engagement
Disabled
12 runs · 0 failed · last run 15 May 2026, 12:00 PM
Trigger
Lead Lost > 30 days
Status = Lost
Condition
Reason not 'Loan rejected'
Skip non-recoverable
Action
Move to Reopen pool
Auto-tag: nurture
Notification
WhatsApp offer
Template: Festive offer