Automations

💡 What It Is + Why You Want to Use It

Automations handle what happens after a lead replies—so you don’t have to.

When a lead responds positively, Automations trigger actions like sending a message, notifying another system, or handing the conversation to AI.

Use Automations to:

respond instantly when a lead replies
ensure every Hot Lead gets immediate follow-up
reduce manual work
keep responses consistent across your team
scale outreach without missing opportunities

Automations are built around a Positive Reply Automation, which runs on the first positive reply.

⚙️ How to Use Automations

From the main menu, select Automations
You will land on the Automations page
Choose a tab:

AI Responder (Universal Credit Plans only)
Actions (available to all plans)

Actions: Configure Positive Reply

Send a Text Message:
Toggle Send a text message ON (optional)

Select a Template

Choose a schedule:
ASAP
Next Weekday at [TIME]

Send a Webhook
Toggle Send a webhook ON (optional)

Enter Webhook URL

Add: Webhook Signature (secret + header name)

Custom Headers(Optional)

Test Webhook

Save Automation

Configure AI Responder (Universal Credit Plans Only)

From the AI Responder tab and New Agent
Configure the agent:

1. Focus
Name / Alias
Description

Goal Type:
General Engagement
Send Scheduler
Phone Connect

2. Action
Configure follow-ups:
1 hour after no response
24 hours after no response

3. Personality:

Professional
Casual
Friendly

Test AI Responder

Scroll to Start a new conversation demo
Enter your outreach message
Click Start Conversation
Simulate replies to see how AI responds

Apply Automations to Campaign

Go to Campaigns
Create or open a campaign
Locate Automation settings
Choose one:
- Disable Reply Automation
- Use Default Positive Reply Automation
- Override for this campaign
(Optional) Enable AI Responder
Select an agent
Complete campaign setup and launch

⚙️ How It Works

Automations trigger on the first positive reply only
They run per campaign, not globally
Actions can include SMS, webhook, or AI response
AI handles the conversation unless a user takes over

⚠️ Important Notes & FAQs

Topic	Details
Trigger	Automations run only on the first positive reply per enrollment
Frequency	Automations do not repeat for the same lead
Scope	Automations are set per campaign, not globally
Warm leads	Warm automations no longer exist
Email actions	Email-based automations are not supported
Multiple actions	SMS and webhook can run together
AI behavior	AI responds with a natural delay and follows configured goals
AI limits	Conversations are capped and escalate to a human when needed
Takeover	You can take over AI conversations at any time
Without Universal Plan	Only Actions tab is available
AI enabled behavior	AI takes over the conversation automatically
Overrides	Each campaign can override automation behavior

🧩 Pro Tip

Turn this on early.

A simple automated response ensures every Hot Lead gets a quick follow-up—even when you're busy.

If you're on a Universal Credit Plan, AI Responder can handle those conversations for you in real time.

🚀 Want to Do More with Automations?

The AI Responder is available on the Universal Credit Plan.

To learn more or upgrade, contact your Account Executive or email sales@glasshouse.com.