Automation

Rules that run your inbox while you sleep

Auto-assign conversations. Classify messages with AI. Hand off to your team with follow-up chains that actually follow up.

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Auto-assign

Six ways to route a conversation

Every channel gets its own rules. Company-wide defaults fill the gaps. A built-in rule preview lets you test before you turn anything on.

Round-robin

Distributes evenly by last-assigned timestamp. Everyone gets their fair share, automatically.

Least-busy

Routes to whichever team member has the fewest active conversations right now.

Tag-based

Routes by contact tags so VIP customers, regions, or product lines always reach the right person.

Label-based

Routes by message label to member pools, with a configurable fallback when no pool member is available.

Fixed user

Every conversation for this channel always goes to one specific person — ideal for dedicated account managers.

advanced

Conditional

Combine label, tag, list, priority, and status criteria with AND/OR logic to build routing rules as specific as you need.

Rule preview API — test before you go live

Paste a contact or session, see exactly which rule fires and which agent would be assigned — without touching a real conversation.

AI Classification

AI reads the message. You decide what sticks.

Every incoming message is analyzed against your classification rules. The AI suggests labels, priority, status, contact tags, and list membership — you choose what to accept.

Per message

Three ways to respond to suggestions

  • Accept all — apply every suggestion at once
  • Dismiss all — ignore this round's suggestions
  • Accept partial — cherry-pick which suggestions to apply
Automatic mode

Set it and forget it

Auto-classify runs on every incoming message (or every N messages, configurable). No human required — labels, priorities, and tags applied the moment a message lands.

Per-channel override — each channel can use company defaults, its own custom rules, or turn classification off entirely.

Accuracy tracking per rule

Every rule shows matched vs. dismissed stats over time. See which classifications your team accepts, tune the ones they don't, and know exactly which rules are pulling their weight.

Handoff system

AI escalates. Humans are actually notified.

When the AI decides a conversation needs a human, it selects a recipient from your directory, sends an email summary, notifies the customer, and tracks follow-ups until someone responds.

1

AI decides to escalate

2

Selects recipient

3

Sends email summary

4

Notifies customer

5

Tracks follow-ups

Recipient directory

Define every teammate, contractor, store owner, or partner who can receive handoffs. Give them a kind, contact details, custom metadata, and dynamic filter tokens that match them to the right conversation.

  • Name, email, phone, WhatsApp, website, notes
  • Custom metadata fields per recipient kind
  • Dynamic tokens in recipient filters — {contact.city}, {contact.name}, {session.id}

Four handoff types

1

Internal only

Notify your team without involving the customer.

2

External to recipient

Forward the conversation + send customer a confirmation.

3

Both

Forward to recipient and notify your team simultaneously.

4

None

Escalate silently — useful for flagging without any notifications.

Follow-up chains

Up to ten steps. Stops the moment they reply.

Build flat or step-by-step follow-up chains. Each step can wait hours, respect business hours, and trigger a different action depending on how urgent the situation is.

Internal nudge

Remind your team inside Reply Flow without contacting anyone externally.

Recipient nudge

Send an email reminder to the recipient so they know a follow-up is overdue.

Customer nudge

WhatsApp the customer to let them know help is on the way.

Internal escalate

Pause AI replies and notify managers — for the situations that need a senior hand.

Chain mode

Flat or step-by-step

Max steps

Up to 10 steps

Step delay

1–720 hours

Max follow-ups

1–10 (configurable)

Business hours only toggle Stops when recipient replies
Advanced

Auto-forward with
AI rewrite

When a conversation is forwarded, Claude Sonnet rewrites the reply — stripping internal jargon, preserving the facts, and matching the tone you set for each recipient kind.

  • Strips jargon and internal terminology automatically
  • Preserves all factual details from the original message
  • Safety net blocks SSN, credit card numbers, and API keys
  • Optional preamble + signature templates per recipient

Before rewrite

"Hey, the SFTP batch job failed again. Check ticket #RF-3422 for the traceback — customer is waiting on the SKU export."
Claude Sonnet rewrites

After rewrite

"Hi, we're currently resolving a technical issue with the product export for one of your orders. Our team is working on it and will have an update shortly. We appreciate your patience."
Scheduled messages

Send it later. Reliably.

Pick a time, pick a timezone — Reply Flow handles the rest. Every scheduled message goes through rate-limit, content safety, and duplicate checks before it leaves the queue.

Smart presets

One-click to 1 hour, 3 hours, tomorrow 9am, or next Monday. Or pick any custom date and time with a full calendar picker.

Timezone-aware

Respects your user or company timezone. Schedule a message for 9am your customer's time, not yours.

30-second delivery

A background processor claims due messages every 30 seconds, so nothing sits waiting longer than it should.

Compliance checks before every send

Rate limits 24-hour window Content safety Duplicate detection
Canned responses

The right reply,
in two keystrokes.

Save the replies your team sends every day. Search by shortcut alias, filter by channel type, and share across the whole company or keep some personal.

  • Title, content, optional email subject, and HTML body
  • Personal or company-wide visibility
  • Shortcut alias for instant search (/refund, /hours, etc.)
  • Channel filter — WhatsApp only, email only, or any channel
Canned responses
/refund Refund policy Any Company
/hours Business hours WhatsApp Company
/intro My intro script Email Personal
Team availability

Route only to people who are actually on.

Availability feeds directly into auto-assign. Team members set their hours, timezone, and holidays — and auto-assign respects all of it.

Working hours

Personal schedule per weekday. Set different hours for each day of the week.

User timezone

Overrides the company default so hours are always relative to where the person actually works.

Holiday calendar

Company-wide and personal holidays. Supports annual recurrence so you set it once.

Availability toggle

One-click availability on/off for auto-assign. Go unavailable without changing your schedule.

Notification quiet hours

Set a window when message notifications are silenced. You're still reachable for escalations — just not pinged for every new thread at 2am.

Get started

Less manual work.
More handled automatically.

Set up auto-assign, AI classification, and handoff chains in one afternoon. Then let them run.

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