Automation
AI Powered
4 active workflows · 1,726 contacts enrolled
Active Workflows
4
Contacts Enrolled
1,726
Completions
1,085
Avg Conversion
38.4%
New Lead Nurture Sequence
ActiveContact created·7 steps
1,240
Enrolled
892
Completed
28.4%
Conversion
Active348
Trial to Paid Conversion
ActiveTrial started·12 steps
340
Enrolled
98
Completed
42.1%
Conversion
Active242
Onboarding Milestone Tracker
ActiveDeal closed won·9 steps
78
Enrolled
56
Completed
91.8%
Conversion
Active22
Churn Prevention — At Risk Accounts
PausedHealth score drops below 40·5 steps
23
Enrolled
8
Completed
34.8%
Conversion
Active15
NPS Detractor Recovery
ActiveNPS score 0-6 submitted·4 steps
45
Enrolled
31
Completed
68.9%
Conversion
Active14
Workflow Templates
AI-generatedLead Nurture Sequence
Automatically nurture new leads with personalized email sequences
7 stepsLead Generation
Trial → Paid Conversion
Convert trial users to paying customers with targeted touchpoints
12 stepsRevenue
Churn Prevention
Detect at-risk accounts and trigger proactive outreach
5 stepsRetention
Onboarding Journey
Guide new customers through activation milestones
9 stepsCustomer Success