AutomationsSpeed-to-lead and missed-call text-back templates

Automate Outreach. Close More Clients.

Build it once.
It runs itself.

Workflow automations and cold email sequences inside your agency dashboard. Follow-ups go out on time, replies stop the chase, and nobody copies leads between tools.

Free plan forever. Paid plans include a 14-day trial.

Speed-to-lead firedNew lead from a Facebook form
Missed call, text sentBooking link went out
Reply detectedSequence stopped, reply in Conversations

Leads go cold in the gap between a form fill and the first reply. Automations close that gap, then keep following up until someone answers.

01 / Build it once

Watch a workflow build, then run.

Scroll and the speed-to-lead template assembles itself. Then a real lead walks through it, step by step, and every step lands in the run history.

Template: Speed-to-lead

Template · Speed-to-lead
  1. TriggerNew leadFacebook form or website
  2. Wait1 minuteGive them a moment
  3. AI callCall the leadQualify and book
  4. SMSText-backMissed call? Booking link by SMS
  5. TaskFollow upAssigned to the deal owner
  • 01Riya Kapoor came in from a Facebook form
  • 02Waited 1 minute
  • 03AI called, no answer
  • 04Text sent with the booking link
  • 05Task created for Priya

02 / What runs

Every follow-up, on autopilot.

Triggers, delays, conditions, actions.

Build multi-step automations on a visual canvas without writing code. Start from a template like speed-to-lead or missed-call text-back.

Learn more: Workflows
  1. Workflows

    Triggers, delays, conditions, actions.

    Build multi-step automations on a visual canvas without writing code. Start from a template like speed-to-lead or missed-call text-back.

  2. Cold email

    Sequences that chase for you.

    Follow-up steps across days, weeks or months. Draft it, preview it, publish it, and enrolment and sending run on their own.

  3. AI calling

    A call back in minutes, not tomorrow.

    AI answers and calls new leads, books the meeting from your calendar and writes the summary into the CRM.

  4. Replies

    A reply stops the sequence.

    When a lead replies, the conversation is flagged, the lead drops out of further steps and your team is told to take over.

03 / Deliverability

Spread the sending. Protect the inbox.

Connect several mailboxes and Whizo rotates sends between them, so no single account carries a whole campaign.

  • Gmail, Google sign-in or any custom SMTP account
  • Suppression lists so nobody gets the same pitch twice
  • Leads and sequence status sync with Smartlead
  • Run history: enrolled, sent, reply rate and status per campaign

Sending accounts0 sent

outreach@nexusagency.comGmail0/200
hello@nexusagency.comGoogle0/200
team@nexusagency.comSMTP0/200
Reply from Kiln CoffeeRemoved from the sequence, your team notified

Smartlead syncConnected

04 / By the numbers

Less busywork, by design.

ways to connect a mailbox: Gmail, Google sign-in or SMTP

lines of code to build a workflow

double-sends: a reply stops the sequence

to pause or resume any campaign

05 / Questions

Questions, answered.

Can I send cold emails directly from Whizo AI?

Yes. You can connect your own sending accounts (Gmail, or any mailbox over SMTP) and send cold email sequences directly from the platform. Multi-mailbox rotation is supported to protect deliverability.

Does Whizo AI integrate with Smartlead?

Yes. Whizo AI syncs leads and sequence status with Smartlead so you can manage your outreach pipeline without manually exporting or importing data between tools.

What's the difference between an automation and a scheduled task?

An automation is a multi-step workflow triggered by an event or schedule — like enrolling a lead in a drip sequence. A scheduled task is a one-time or recurring job (run daily, weekly, etc.) that fires at a set time.

Can I pause a sequence mid-campaign?

Yes. You can pause, resume, or stop any active sequence at any time. Leads already enrolled continue where they were when you resume — no data is lost.

How do I track replies to cold emails?

Reply tracking is built in. When a lead replies, they are automatically removed from further follow-up steps and the reply lands in Conversations for your team to take over.

Are there ready-made workflow templates?

Yes. Start from a template like speed-to-lead or missed-call text-back, adjust the steps, and let it run on its own.

Stop chasing leads.
Let the workflow do it.

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