Marketing Automation · SMART FLOW

From friend add to close to repeat,
every step isauto-executed

43 node types in the visual workflow engine, combined with Smart Push across 5 channels and the conversational AI assistant — every step of the customer journey has a person (or AI) precisely following up. Not mass blasts, but the right message at the right time to the right person.

43
Workflow node types
5
Unified touchpoint channels
47
Conversational AI tools
6
Preset automation templates
WORKFLOW ENGINE

Drag-and-drop DAG canvas — complex logic, zero code

43 node types covering triggers, conditions, AI nodes, WeCom integration, and tool calls. Connect them on canvas to complete orchestration with loops, aggregation, deduplication, and more.

Triggers

8
CRM ChangeWebhookScheduleForm SubmitFriend AddMessage EventDeal ChangeManual

Conditions & Logic

6
If/ElseBranchLoopAggregateDedupeDelay

AI & Intelligence

5
LLM CallAI AgentIntent ScoreText ClassifyMCP Tool

WeCom Integration

7
Send MessageBot ReplyAdd TagCreate TaskSend MaterialBroadcastQR Code

Data Processing

9
Create RecordUpdate FieldQueryExportTagAssign RepCreate DealCreate LeadSend Email

External Integration

8
HTTP RequestExpress OrderSMSTemplate MessageMiniApp SubscribeWebhook CallbackNotifyUpload
SMART PUSH

Five channels, one strategy, configured once

WeCom Messages, WeChat Customer Service, OA Template Messages, SMS, and Email — five channels orchestrated together, with schedule and event dual-trigger modes. One-click start/stop, full execution log traceability.

CH 01

WeCom Messages

Text/image/rich media direct to WeCom chat

CH 02

WeChat CS

Customer service message channel for service touchpoints

CH 03

OA Template Msg

Template message push, ideal for notifications

CH 04

SMS

Unified marketing and notification SMS management

CH 05

Email

HTML email support for content-rich campaigns

Schedule-triggered
  • Auto-send birthday greetings
  • Welcome message 3 days after friend add
  • Repurchase offer 30 days after purchase
  • Monthly member day campaign push
  • Quarterly customer care reports
Event-triggered
  • Friend added → auto welcome + brand intro
  • Deal won → thank you + referral invite
  • Lead converted → auto-add to segment
  • Event registered → schedule reminder
  • Satisfaction < 3 → auto-create follow-up task
CONVERSATIONAL AI

One sentence completes complex CRM operations

Web and WeCom sidebar dual entry points. 47 AI tools covering query, create, update, and analyze — no more clicking between menus and pages.

47

Query Mode

List customers needing follow-up this week, check Zhang San's recent purchases, how many new leads this month — natural language data lookup.

47 query tools
15

Create Mode

Create a follow-up task for Zhang San, add an ortho consultation deal for Li Si, log today's customer interaction — one sentence to record.

15 creation tools
12

Analyze Mode

What's this customer's lifetime value, monthly conversion trend, which channel has the lowest CAC — AI does the data analysis for you.

12 analysis tools
CUSTOMER JOURNEY

One preset strategy covers the full customer lifecycle

From the moment a customer scans to add you as a friend, through close, repurchase, and referral — preset automation strategies ensure every step has follow-up.

STEP 01

Scan & Add

QR code auto-attribution with tags, triggers welcome journey

STEP 02

AI Intent Scoring

AI auto-evaluates intent level, high-score leads pushed in real-time

STEP 03

Segment Targeting

Segments filter target audiences, Smart Push delivers content across channels

STEP 04

Visit & Convert

Lead auto-converted to contact, deal enters pipeline

STEP 05

Post-Purchase Care

Event-driven strategy wakes dormant customers on schedule, boosting repurchase rates

PRESET AUTOMATIONS

Out-of-the-box automation strategies, one-click start/stop

Battle-tested preset strategy templates from hundreds of customers, covering new customer welcome, dormant reactivation, repurchase reminders, and more — no setup from scratch.

Strategy NameTrigger ConditionDescription
NEW_CUSTOMER_WELCOMEFriend AddedAuto-send brand intro, service overview, and new customer offers after friend add
SLEEPER_WAKEUP30 Days InactiveCustomers inactive for 30+ days receive automated reactivation content with exclusive coupons
REPURCHASE_CYCLEN Days Post-PurchaseAuto-push repurchase reminders at the right cycle based on last product or service type
BIRTHDAY_CAREBirthday Month/DayAuto-send birthday greetings with exclusive birthday offers to strengthen brand warmth
OPTY_OVERDUEDeal OverdueDeal past expected close date without follow-up triggers alert and creates urgent follow-up task
EVENT_REMINDERBefore Event StartsAuto-send reminder messages with venue directions N days/hours before the event starts

Tired of relying on sales memory to follow up?

Request a demo — see how the full automation chain saves you 80% of manual follow-up time.