Workflow Automation
Trigger the right action when a lead replies, goes silent, or books — automatically.
- Triggers from replies, missed calls, or silence
- Multi-step follow-up across channels
- SLA escalation before leads go stale
- AI and team actions in one flow
Running across customer teams in production today.
For teams who enable SLA-aware escalation.
Fewer follow-ups missed compared to manual processes.
From blank workflow to first production run.
Core Capabilities
Automation for real sales events
Build around what actually happens in your pipeline.
Trigger rules
Start from inquiries, missed calls, or silence.
Stage routing
Different logic for new, nurture, and recovery.
SLA controls
Escalate missed windows, assign backups.
AI + team actions
Queue AI replies, tasks, and alerts.
Live dashboard
See pipeline health at a glance
Next action
From conversation to site visit
See the product
One platform. Every angle.
Never miss
a lead again.
AI qualifies leads, follows up, and updates your CRM — 24/7, 365 days.
New leads/day
Reply time
Coverage
Deals closed this month
Revenue this month
Book site visits
on autopilot.
AI books, confirms, and reminds — no-shows drop 28%.
Voice AI that
sounds human.
30+ languages. Inbound and outbound. No scripts to maintain.
Stop switching
between tools.
WhatsApp, calls, CRM, campaigns — one workspace.
Full context
on every lead.
Calls, chats, emails, visits, and intent score — one record, zero tab-switching.
Reports that drive action.
Pipeline value, rep performance, source ROI — updating live, no exports needed.
Win rate
Avg. cycle
Pipeline
MoM growth
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.
A workflow engine built for sales events
No-code visual builder with every trigger and action your pipeline actually needs.
Visual workflow builder
Drag-and-drop canvas with triggers, branches, waits, and actions.
- Conditional branches on any CRM field
- Wait, delay, and business-hours steps
- Visual diff and version history
- Test runs with sample data before going live
Rich triggers
Start from any CRM event, inactivity window, or external signal.
- New lead, stage change, reply, missed call
- Silence windows and aging thresholds
- Webhook and API event triggers
- Scheduled and recurring workflow starts
Cross-channel actions
Send messages, create tasks, and notify people from one flow.
- WhatsApp, SMS, email, and in-app notifications
- Create tasks with owners, due dates, and SLAs
- Slack and Microsoft Teams alerts
- Call the AI voice agent as a workflow action
SLA escalation engine
Alert managers before leads go cold, not after.
- SLA clocks per stage, channel, or lead source
- Reassignment to backup owners automatically
- Manager alerts before SLA breach
- Post-incident SLA miss reports
Template library
Pre-built workflow packs for the most common sales motions.
- Lead routing, follow-up, and reactivation flows
- Industry packs for real estate, edtech, lending
- One-click install with sensible defaults
- Fork and customize any template
Run analytics
See every run, every outcome, every bottleneck.
- Workflow runs with pass/fail breakdowns
- Step-level time-in-state analysis
- Conversion attribution per workflow
- Alerting on workflow failure or drift
How It Works
Define, run, measure
Choose trigger
Lead activity or stage changes start the workflow.
Run workflow
Sequence messages, tasks, and alerts.
Track results
Measure replies, bookings, and escalations.
The shift
Execution before and after Brixi
Before
The old way
- Follow-up depends on rep memory and sticky notes
- Missed SLAs go unnoticed until weekly review
- Manual CSV exports to trigger email sequences
- No visibility into which workflows actually ran
With Brixi
The new way
- Every trigger starts a standardized flow in seconds
- SLA breaches escalate automatically to managers
- Cross-channel automation runs without exports
- Live workflow dashboard with run counts and outcomes
Industries
Automation templates by industry
Pre-built playbooks for the most common sales motions.
Real Estate
Book site visits and run outbound across thousands of property leads.
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.
“We set up SLA escalation in 10 minutes. Since then, not a single hot lead has slipped past 15 minutes without a follow-up. Game changer.”
Neha Kulkarni
Sales Manager
Signals
Common workflow triggers
Outcomes
What teams improve
- Less leakage— No follow-up depends on memory.
- Faster reaction— Minutes, not hours.
- Consistent execution— Standard rules, no scripting.
Integrations
Trigger from anywhere, act everywhere
WhatsApp Business API
Channel
Meta Ads
Lead source
Google Ads
Lead source
LinkedIn Ads
Lead source
Instagram DMs
Channel
Gmail / Outlook
Salesforce
CRM
HubSpot
CRM
Zoho CRM
CRM
Zapier
Automation
Webhooks
API
Google Sheets
Data
FAQ
Common questions
Next Step
See Workflow Automation on your funnel
We'll translate your response rules and handoffs into Brixi workflows.
Talk to BrixiCRM
A real-estate CRM with lead intent, pipeline stages, and conversation history in one place.
WhatsApp Marketing
Broadcasts, AI replies, shared inbox, and growth workflows on WhatsApp.
Performance Marketing
Turn paid ad spend into qualified pipeline with AI lead response and intent-based routing.
Voice AI
AI voice agents for inbound, outbound, and qualification calls at scale.
Omnichannel AI
Keep WhatsApp, calls, email, and web chat in one shared context layer.
Buyer Intent Engine
Know which leads are actively evaluating you — across real estate, education, insurance, and other high-value funnels.
Conversation Analysis
Turn calls and chats into intent, coaching, QA, and risk signals.