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Business OS · Demo data
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Derma4U
Business OS
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Automations
Follow-up rules · simulated runs
New rule
Welcome new contacts
Running
When
Contact created
· Immediately
1. Send welcome email with trade price list
2. Add tag 'New'
3. Create to-do for assigned agent
128 runs
Simulate run
Stop
Event reminder
Running
When
Event scheduled
· 30 minutes before
1. Send WhatsApp reminder to client
2. Notify assigned agent
342 runs
Simulate run
Stop
Abandoned cart recovery
Running
When
Cart abandoned
· 2 hours after
1. Send recovery email with cart link
2. If not recovered after 24h, send WhatsApp
57 runs
Simulate run
Stop
Stalled proposals
Stopped
When
In 'Proposal Sent' for
· 5 days
1. Raise priority to High
2. Create call-back for agent
14 runs
Simulate run
Start
Simulation history
No simulations recorded yet.
