Conversica

Lead fills out a form on the website.

Conversica Assistant sends a personalized email/SMS within 2 minutes.

Assistant engages in a back-and-forth to confirm budget, authority, and timeline.

Qualified leads are automatically handed off to an SDR with a scheduled meeting.

Assistant identifies leads with no activity in 6 months.

Assistant sends a 'low-pressure' check-in regarding a new feature or industry trend.

Assistant handles 'out of office' or 'not at this company' replies.

Active interest is flagged for a salesperson to take immediate action.

Assistant sends personalized thank-you notes to attendees.

Assistant offers a recording or additional resource to non-attendees.

Assistant asks a qualifying question about their biggest challenge related to the topic.

Positive responses are funneled into a discovery call booking workflow.

Assistant initiates a 90-day pre-renewal health check via email.

Assistant collects feedback or asks if they need training on specific features.

If the user reports a technical issue, Assistant opens a ticket in Zendesk.

If the user expresses growth interest, Assistant alerts the CSM for an upsell.

Assistant sends a 24-hour reminder via SMS.

Assistant handles 'Can we reschedule?' requests autonomously by offering new times.

Assistant sends a final 1-hour 'Zoom Link' reminder.

Updates CRM with confirmation status.

Assistant targets secondary stakeholders in an active target account.

Assistant references the work being done in the primary department.

Assistant offers relevant case studies tailored to their specific department.

Meetings are booked for the account team to expand the footprint.

Assistant tracks product usage data via CRM integration.

Assistant reaches out to users who haven't completed onboarding steps.

Assistant offers helpful tips or a quick 5-minute walkthrough call.

Users who hit usage milestones are invited to discuss a paid upgrade.