Automated Conversion Engine

Every Step of the Customer Journey
Has Automation Following Up

Visual workflow engine handles "what to do," AI assistant handles "how to ask and do," Smart Push handles "when to reach whom" — three working together to turn manual paths into persistent system capabilities.

43
Defined node types, 28 with complete execution pipelines
29
Real-time channels pushing execution status by node type
1000
Max steps per execution
47
CRM tools callable by AI assistant
Workflow Engine

Visual Workflow: Drag & Drop Conversion Logic

React Flow DAG editor with six node categories: triggers, branching, data processing, AI decisions, external integrations, and human-machine collaboration. Inngest-powered async execution with per-step retries.

Triggers

04
ManualWebhookCRM RecordForm Submission

Control Flow

09
If/ElseSwitchWhile LoopLoop Over ItemsMergeSplitOutAggregateFilterDedup

Data Ops

07
Set PropertyEdit FieldsCodeHTTP RequestShared ImportDate/TimeRead/Write Files

AI Nodes

03
LLMAI AgentMCP Client

Integrations

04
SF ExpressAliOSS FileDocx TemplaterData Table

Communication

02
Wait (Resumable)Do Nothing

Example: Auto Lead Tagging Workflow (LEAD_TAGGING)

Execution Runtime

Execution Engine Capabilities

Inngest-driven execution layer providing reliable async infrastructure for complex business processes.

Async Step Execution

Per-step independent retries, single point failure won't break the chain

Wait / Resume Mechanism

Webhook resume & form resume support, seamless human-machine handoff

SplitOut + Aggregate

Fan-out/fan-in and per-item aggregation, configure once for batch

While Loop

Branch execution within loop body with context passing

Cross-Branch Workspace

Shared data between branches, no redundant fetching

AI Follow-Up Channel

Workflow results streamed back to AI chat for auto-summary

Preset Automations

Five Ready-to-Use Preset Automations

No need to build from scratch — these common scenarios come with complete logic, ready to run.

Aut
LEAD_TAGGINGLEAD_CREATEDAuto lead tagging (AI-driven)
LEAD_RECORD_TRIGGER_TAGGINGRecord ChangeLead tagging via CRM Record Trigger
PATIENT_RECALLPATIENT_RECALL_DUEPatient recall
PATIENT_REACTIVATIONPATIENT_INACTIVEPatient reactivation
PATIENT_UPSELLPATIENT_TREATMENT_COMPLETEDPatient upsell
Conversational AI Assistant

No Flowcharts Needed — One Sentence Drives Conversions

47 built-in CRM tools, three runtime modes covering everything from simple Q&A to multi-step task planning.

01

ReAct Mode

Standard conversation loop — reason while calling tools. Best for most queries and CRUD operations.

Max 8 steps · Streaming
02

Planner-Executor

Generate structured plan then execute step by step, auto re-plan on failure. Best for complex multi-step tasks.

Max 2 replans · 8 steps total
03

Workflow AI Agent Node

Unattended execution embedded in workflows. No questioning allowed, data changes are proactive.

ReAct or Planner configurable
How 47 Tools Are Distributed

Four Tool Categories Covering Query to Analysis

Search
19
Create
11
Update
10
Analytics
2
System
5
Web /assistant pageWeCom Sidebar Assistant TabGlobal Float · Cmd+Shift+A
Smart Push

Five Channels, One Configuration, Omnichannel Reach

Manual instant push and automated strategy coexist — sales send one message, the system runs a full strategy.

wecom

WeCom Messages

Enterprise WeChat broadcast, text/rich media, 1:1 or group

kf

WeChat KF

Proactive push via WeChat Customer Service, specific accounts & external users

mp_reply

MP Messages

Official Account CS messages, segment/follower/openid audiences

mp_template

MP Template

Official Account template messages, individual/segment/follower/openid

auto_push

Auto Push Strategy

Scheduled or event-driven automated push strategies

Scheduled Triggers
  • Birthday Reminder
  • N Days After Event
  • N Days Since Last Event
  • Event Anniversary
On Event Triggers
  • Opportunity Won
  • Lead Converted
  • WeCom Friend Added
  • MP Followed

Let the System Handle Repetitive Conversion Tasks

Request a demo — we'll build an automation pipeline live with your real customer journey.

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