Automations
A new Meta lead gets a text right away, the rep a task with a due time and the lead an owner, all built in a visual editor without code.
Texts go out only between 08:00 and 20:00 in the organisation’s time zone, at most 500 a day, and never to numbers that opted out. You send them through SMSAPI, Twilio, your own HTTP gateway or your Android phone via smsportal.app.
What the video shows
A lead lands mid-meeting. Reply in an hour?
The problem: a new lead waits until someone has a minute.
An automation starts the moment a lead lands.
Steps connect one by one: New Meta lead → Send SMS → Create task → Assign owner.
Built in a visual editor, no code.
The panel: the automation editor with a trigger and steps. Texts go out only between 8 am and 8 pm, and every step logs its result in the history.
First contact before the lead goes cold.
Summary and the Convs logo.
Short clips from the panel with a demo organisation’s example data, no sound.
