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Workflows & reminders

Give the next step a clear path.

Use configured workflows, reminders and change-based notifications to keep customer conversations moving.

SM Gateway workflow builder canvas with connected steps for a clinic assistant: options, actions that call the clinic system, verification by code and questions, with the list of steps on the right.

Ready-made flows

Start from clinic booking, appointment reminders or property searches, then adjust.

Reminders that get answers

Scheduled messages with reply buttons such as I’ll come, change time or cancel.

Updates when data changes

When a row in your sheet changes, a change rule can send the next update.

01

Configured conversation flows

Guide customers through questions, choices and next actions using a workflow suited to your business.

SM Gateway “New from template” dialog listing ready-made workflows: clinic assistant, appointment reminder answers, clinic booking, my appointments, AI assistant, buyer and renter property search.
02

Reminders and status changes

Use supported presets and configured change rules to trigger relevant updates. Channel templates and consent requirements still apply.

03

Confirm important actions

Protected changes need the required verification and customer confirmation. A connected system must confirm success before it is reported.

Less chasing

The next step runs on its own.

Guided flows collect details, confirm important actions and remind customers, while your team handles the conversations that need a person.

Create your account Illustrative photo. Interface details use sample data.

Product screens are from the SM Gateway application with sample data. Cards and photos are illustrative.

Make it work
for your business.

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