FAQs: Things you should know

Workflow automation allows you to automate repetitive tasks by connecting different apps and software, streamlining operations. Triggers initiate a set of actions that happen automatically, like sending emails or creating tasks in your project management tool.

Our Done-For-You service saves you time, eliminates human error, and improves productivity by automating processes across various platforms, with no setup required on your end.

Tasks like lead generation, customer follow-ups, report generation, data syncing, and much more can be automated based on your business needs. Any routine process that involves manual, repetitive actions is ideal for automation.

If you or your team spends a lot of time on manual data entry, sending repetitive emails, or managing tasks across multiple apps, workflow automation can significantly streamline operations and boost efficiency.

Our system can connect with hundreds of apps, including popular platforms like CRMs, project management tools, marketing software, and more. We’ll help you identify the best integrations for your business.

No! Our service is fully managed, and we handle everything for you. There’s no need for technical expertise or time spent on setup—we take care of it all.

The number of active workflows depends on the package you choose. Our Essentials package offers 1 workflow, Pro offers up to 5, and Elite offers up to 10. Each workflow can automate various tasks across your apps.

We offer ongoing support via email or live chat tailored to your package, which may include performance reports, and workflow optimizations to ensure your automations continue running smoothly.

Yes, we offer adjustments and optimizations, especially in the Pro and Elite packages. You can request changes, and we’ll implement them for you to keep your processes running smoothly.

We prioritize data security with encrypted connections and hosting on secure VPS servers from a trusted third-party provider. We do not use or sell your business data or customer information. All data is kept confidential and protected from unauthorized access.

Your data is stored on VPS servers in the US managed by a third-party provider that follows strict security protocols. While we control the environment and configurations, we ensure that your business data is never shared or sold.

Lead gen forms capture customer information, such as names and emails, and automatically route that data into your CRM or email marketing system.

Once a lead submits a form, the information is automatically processed through workflows, triggering follow-ups or other actions as needed.

Yes, forms can be fully customized to fit your business needs and brand colors, ensuring they capture the right information from your audience.

You can have the lead gen forms embedded on a website or shared as a link anywhere. Lead Gen forms integrate with a variety of platforms, such as email marketing tools, CRMs, and analytics software to make sure your leads are tracked and nurtured.

Yes, you will receive automated reports on form performance, tracking metrics such as submission rates and conversion rates.

Essentials includes 1 form, Pro offers up to 3 forms, and Elite includes up to 5 forms, allowing you to capture more leads at scale.

All data collected through our lead gen forms is encrypted and stored securely on VPS servers hosted by a third-party provider. We do not use, share, or sell any of your business or customer data—everything stays private and protected.

We guarantee that your leads’ data remains confidential. We never use or sell lead data to third parties. The information is securely hosted on third-party VPS servers with robust encryption and privacy protocols.

The AI chat assistant automates customer interactions by answering common inquiries, providing support, and gathering visitor information in real-time.

It improves response times, offers 24/7 customer support, and reduces the workload on your team by handling routine questions automatically.

The AI assistant can be tailored to your brand’s voice, specific queries, and interaction preferences, providing a seamless customer experience.

The AI chat assistant is web-based so it’s easily embeddable on your website either site-wide or on a single page of your choice. Interactions that are captured can be automated in the workflow to be added to a spreadsheet, CRM, email, and so on.

No, we handle the setup, customization, and ongoing support for the AI chat assistant, so you don’t have to worry about managing it.

Yes, all interactions and data collected through the AI chat assistant are securely stored on VPS servers hosted by a trusted third-party provider. We do not use or sell any customer data collected during these interactions.

We ensure all chat data remains confidential and stored in compliance with privacy standards on secure third-party VPS servers. We never use, share, or sell your customers’ conversations, and all data is securely encrypted.