Automations

Confirmations, reminders, follow-ups and task assignment scenarios.

8 articles

1Automations overviewFrom appointment confirmations to lead routing, what the automations that finish the assistant's work in the CRM do, and where to find them.
2Ready scenariosThe property automations that come with Squaremeters, their triggers and steps, and how to read a scenario.
3Turn on, off and editPause a scenario, publish it again, and safely change a message text or wait time.
4Confirmations and remindersWhatsApp confirmation when an appointment is booked, reminders beforehand, and how they work with WhatsApp's 24-hour and template rules.
5Follow-up by call outcomeAutomatic follow-up messages and agent tasks based on the call outcome (hot lead, information request, no answer).
6Lead routing and tasksAssign each new lead to the right agent by enquiry type and area, create a task and send a notification.
7Nurture campaignsStay in touch with buyers, tenants and sellers who aren't ready yet, with occasional, useful and consented messages over weeks.
8Automation history and troubleshootingUse Enrollment History and Execution Logs to see who entered a scenario, which step ran and why a message wasn't sent.

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