Feature

AI workflow automation for every lead follow-up

Brixi turns every inquiry, reply, missed call, and silence window into the next routed action, so high-intent leads keep moving without manual chasing.

  • Instant response to every hot lead
  • WhatsApp, voice, email, and tasks
  • Auto-routing by owner and stage
  • Escalation before SLA misses
24/7
follow-up coverage
<15m
hot lead action window
Live
run and SLA visibility
Live
Workflow visibility

Every run is traceable.

SLA
Guardrails

Escalation rules stay visible.

Less
Manual leakage

Fewer forgotten follow-ups.

< 15m
Average build time

To first live workflow.

Core Capabilities

Stop losing leads between tools

Every signal becomes the next best action.

Signal

Live triggers

Start from replies, missed calls, forms, or silence.

Owner

Smart routing

Assign the right owner, queue, or AI agent.

Control

SLA guardrails

Escalate before hot leads sit untouched.

Action

AI + team actions

Coordinate AI replies, tasks, and alerts.

Workflow control room

See every trigger, handoff, and outcome without digging through tabs

Workflow automation command center
Live
Run visibility
SLA
Guardrails
<15m
Hot lead action

Next best action

Turn intent signals into booked actions.

Brixi routes the lead, confirms the slot, and escalates only when a human needs to step in.

Trigger

High-intent reply

Budget matched, visit requested.

Live
1Assign owner by project and availability
2Send confirmation on WhatsApp
3Create field visit task with SLA
4Escalate if no check-in appears

Outcome

Site visit confirmed in 42 seconds

Product view

One control room for every follow-up.

Reply, route,
escalate.

Brixi runs the next step the moment intent appears.

12s

First reply

0

Manual handoffs

24/7

Active

P

Priya Sharma

Online

Hi, can I see the 3-BHK this weekend?

11:04

Saturday 11 AM works 👋 sending the location.

11:04
Aria · replied in 12s

Site visit booked · Sat 11 AM

11:05
Message…
Workflow cockpit
brixi.ai/dashboardBRIXIPipelineInboxCallsWorkflowsReportsPipeline DashboardLive metrics · Last 30 daysTOTAL$486k+24%DEALS142+18%WIN RATE38%+6ptAVG CYCLE14d-3dRevenue by week+24% MoMRECENT ACTIVITY2mPriya · WhatsApp reply8mNova Systems · Call · 4m15mFinch · Stage → Close
Live

SLA view

Auto

Next actions

APR 202618Saturday · 11amSITE VISITPriya Sharma3BHK · Tower 4 · Unit 1204ConfirmedJordan K.Skyline ResidencesBKC · Mumbai6.2 km

Book visits.

Confirm, remind, reschedule.

AIInbound callBrixiAI AgentLive · 02:14Customer"Is the 3-bedroom still available?"AIBrixi Agent"Yes — want to book a visit?"Visit bookedScore: 87 / Hot

Call stalled leads.

Voice AI steps in at the right moment.

MetaGoogleLinkedInWhatsAppSalesforceZapierHubSpotZoho

Sync the stack.

Ads, WhatsApp, CRM, calendar, and alerts.

One lead
timeline.

Calls, chats, visits, tasks, SLAs, and intent.

LIVE FEEDLast 5 minREPLYPriya Sharma · WhatsApp"Yes, Saturday 11am works"2s agoCALLAI voice agent · 4m 12sBooked site visit for Nova Systems30s agoWORKFLOWHot lead automationSent welcome · Assigned Jordan K.1m agoSTAGEFinch Labs · Qualified → CloseScore boosted to 944m ago

Know what ran.

See wins, stalls, failures, and manager handoffs.

38%

Win rate

14d

Avg. cycle

$486k

Pipeline

+24%

MoM growth

CONVERSION FUNNELThis weekLeads captured12,480100%Qualified4,21033.7%Engaged1,86014.9%Site visit7205.8%Closed1481.2%

Inside the platform

Go deep on capabilities, playbooks, and who it's for

Everything you need to know in three tabs — scan in under two minutes.

Built for revenue signals

No-code flows for follow-up, routing, and SLA control.

Visual builder

Drag triggers, branches, waits, and actions.

  • Branch on CRM fields
  • Test before launch

Live triggers

Start from CRM events, silence, or external signals.

  • Lead, reply, missed call, stage change
  • Webhook and API triggers

Cross-channel actions

Send, assign, call, and notify from one flow.

  • WhatsApp, email, tasks, alerts
  • Voice AI as an action

SLA escalation

Alert managers before leads go cold.

  • SLA clocks by stage or source
  • Backup owner reassignment

Template library

Pre-built packs for common sales motions.

  • Routing and reactivation flows
  • Fork any template

Run analytics

See every run and bottleneck.

  • Pass/fail breakdowns
  • Step-level timing

How It Works

Signal in. Action out.

01

Choose trigger

Lead activity starts the flow.

02

Let AI act

Send, assign, remind, escalate.

03

Track results

See replies, bookings, and SLA hits.

The shift

Before and after Brixi

Before

The old way

  • Reps chase reminders manually
  • Hot leads wait between tools
  • Managers find SLA misses too late
  • No proof of what ran

With Brixi

The new way

  • Every lead gets the next step instantly
  • AI handles routine follow-up
  • Managers see risk before it hurts revenue
  • Every run is visible

Industries

Ready-made playbooks

Automation templates for common revenue motions.

Real Estate

Book visits, qualify property leads, and run outbound follow-up at scale.

EdTech

Qualify admission inquiries and nurture enrollments in regional languages.

Insurance & Lending

Run compliance-aware discovery and policy follow-ups at scale.

Healthcare

Book appointments, send reminders, and follow up on patient journeys.

E-commerce & D2C

Recover carts, confirm COD, and run loyalty broadcasts on WhatsApp.

Logistics & Services

Coordinate field teams, dispatch alerts, and confirm bookings live.

Brixi made follow-up feel automatic. Hot leads now get routed, reminded, and escalated before anyone has to check.
NK

Neha Kulkarni

Sales Manager

Signals

Common triggers

New inquiryMissed callBrochure openedNo responseVisit bookedPricing askedRep unavailableLead aging

Outcomes

What improves

  • Less leakageFollow-up never depends on memory.
  • Faster reactionRespond while intent is fresh.
  • Cleaner handoffsEvery owner knows the next step.

Integrations

Trigger anywhere. Act everywhere.

WhatsApp Business API

WhatsApp Business API

Channel

Meta Ads

Meta Ads

Lead source

Google Ads

Google Ads

Lead source

LinkedIn Ads

LinkedIn Ads

Lead source

Instagram DMs

Instagram DMs

Channel

Gmail / Outlook

Gmail / Outlook

Email

Salesforce

Salesforce

CRM

HubSpot

HubSpot

CRM

Zoho CRM

Zoho CRM

CRM

Zapier

Zapier

Automation

Webhooks

Webhooks

API

Google Sheets

Google Sheets

Data

FAQ

Common questions