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Conversation workflows define what happens during and after a buyer conversation: how Clara engages, what she collects, where leads route, and when meetings get booked.

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What you can configure

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Workflow lifecycle

1

Visitor initiates

The buyer lands on your site and Clara engages.
2

Qualification runs

Clara evaluates intent and works through your qualifying questions.
3

Responses are collected

Every answer is logged with full detail against the lead.
4

Records are updated

CRM records are created or enriched with the conversation and qualification data.
5

Next action fires

A meeting is booked or the lead routes to a rep.

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Downstream automation

Every workflow stage emits events your systems can consume. Route them through webhooks to Zapier, n8n, Make, or your own services - see Automation.