Workforce Agents

Marketing AI & Campaign Flows

Marketing AI automates lead nurturing across email, SMS, and WhatsApp channels based on pipeline segments.

Email Campaigns

Design automated follow-up sequences. Archie triggers Marketing AI to transmit structured emails when deals enter specific pipeline stages. Marketing AI drafts conversational content tailored to the prospect's profile notes.

WhatsApp & SMS Integration

Sync your WhatsApp Business API or Twilio credentials to deploy multi-channel campaigns. The agent tracks reply metrics and pauses automated outreach if the client responds.

💡 Campaign Tip

Combine email welcome sequences with a fast SMS or WhatsApp check-in. Multi-channel follow-ups within 10 minutes increase booking rates by 35%.

Telemetry and Opt-outs

Marketing AI automatically includes unsubscribe footers in email campaigns and respects opt-out messages (e.g. "STOP"). Opted-out contact files are updated in the CRM and exempted from future campaigns.

Next: Document E-Signature

Learn about automated contracts, template variables, and digital signs.