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Journeys › Consultation confirmationLive

Described in one sentence

New journeyAsk AI

What should this journey do?

Confirm every in-home consultation the day before. Text first, and call if they don’t reply.

Appointment confirmationSpeed to leadAged-lead nurture
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  • Starts the moment a contact qualifies

    A new appointment in your data, a segment, your CRM through the API, or a list of up to 5,000 contacts at once.

  • Calls back when they ask

    Say “call me tomorrow after 3”, and the journey moves the call to then.

  • Hands anything unusual to your team

    A reply the journey can’t place marks the contact “Needs you”. A teammate takes over, then hands them back to the journey.

  • Stops the moment the goal is met

    Once the visit is confirmed, outreach stops, so nobody gets a reminder for something they’ve already done.

  • Inside the rules, for every contact

    Local time, calling hours, consent, and contact limits are checked before every call and text, across all your journeys.

The details

What a journey can do today, in plain words.

Channels
AI calls and texts.
Ways in
A new row in a data table (an appointment, say), a segment, the API, or by hand, up to 5,000 contacts at a time.
Steps
Call steps and text steps, each with its own timing: after the previous step, a number of days after entering, or relative to a date like the appointment. Each step sets its attempts, voicemail, and wording.
Conditions
Run a step only if the contact replied, didn’t answer, reached voicemail, asked for a callback, or opted out. Or run it on a field or a call outcome.
Deciding
Playbook mode follows your steps in order. Guided mode picks the next allowed call or text for each contact, and shows why.
The goal
Outreach stops when the goal is met, or when the contact reschedules, opts out, reaches the total cap, or runs out of steps.
Hours and limits
By default, 9 AM to 8 PM, Monday to Saturday, in each contact’s local time, and never before 8 AM or after 9 PM. Up to 3 calls in 24 hours, 4 touches a day, and 8 in all, counted across journeys.
Consent
Each journey is transactional or marketing. Marketing texts need consent, and STOP ends texts.
Your team
Replies the journey can’t place are marked “Needs you”. A teammate can take over any contact and hand it back.
Results
Enrolled, reached, goal met, opted out, callbacks kept, and time to goal, plus why any touch was skipped.

Questions

Which channels can a journey use?

Calls and texts. Each step is a call step or a text step, and Guided mode can choose between them for each contact.

When will my customers hear from you?

Only in their local time: 9 AM to 8 PM, Monday to Saturday, unless you change it, and never before 8 AM or after 9 PM. Contact limits are counted across every journey, so nobody hears from three journeys in one day.

Do I have to build a journey from scratch?

No. Describe what it should do in a sentence, and Ask AI drafts the stages, timing, guardrails, and agent for you to approve. Change anything you like before you publish.

What happens when someone replies with something unexpected?

The journey marks them “Needs you” for your team. A teammate takes over the conversation, then hands the contact back to the journey.

How does a journey know when to stop?

You set the goal, like a confirmed appointment, and outreach stops the moment it’s met. It also stops if the contact reschedules, opts out, or reaches the total contact cap.

How do I get Journeys?

Journeys is available to Simple customers, and we turn it on for your workspace. Book a demo and we’ll show you a journey built for your business.

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