Platform · Workflows

Orchestrate calls, texts, and email in one playbook

A visual journey where one trigger sets off Voice, SMS, and Email, with routing, delays, and your systems in the loop, from draft rules to live coverage.

Book Assessment

Canvas for Voice, SMS, and Email steps

Draft assist built into the editor

Draft

To production when the shop is ready

24/7

Runs start the moment a trigger fires

Why Workflows replace duct taped automations

One run, every channel

Calls, texts, and emails are steps in the same journey, sharing trigger data from start to finish.

Speed to lead run

Elyt · one desk

Webhook · new form

SMS · instant ack

Voice · enterprise path

Shared context end to end

Branching that mirrors the shop

Filters and switches route every run, business hours, ZIP, membership, or any rule you define.

Build with assist

Start from a description, then refine every step on the canvas, or drag the steps yourself.

ServiceTitanHousecall ProJobberGHL

Timing built in

Delays, warm up waits, and business hours windows, every touch lands when it should.

✓ZIP verified

✓Window offered

✓Confirmation queued

Draft to production, safely

Test in draft, watch a live run, push when it is right, with every run kept in history.

RulesAuditWarm transferQuiet hours

Shop playbook · human takeover ready

Inside the platform

From webhook to won lead, in one build

A form fires, the lead gets an instant text, business hours decide the path, a hot lead gets a Voice callback while a softer lead enters a warm drip. Everything a shop sells, response, routing, follow through, assembled visually.

app.elytagents.com

Workflows /test AIDraft

Auto layout ▾

Webhook

START

Trigger

Listens on:Dedicated URL

Filters: None · every event runs

+Add step

Enrich Lead Data

Set Variables

is_business…{{inTimeWindow("America/New_Y…

normalized…{{normalizePhone(trigger.phon…

+2 more

+Add step

Instant ACK SMS

Send SMS

From:unset

To:{{steps.enrich.normalized_pho…

Message:Hi {{steps.enrich.greeting_name}}! Thanks for reaching out · our team will be in touch very…

+Add step

Business Hours…

Filter

Continue:only if all rules match

Rule:{{steps.enrich.is_business_ho…

YesNo

After Hours Emp…

Send Email

To:{{trigger.email}}

Subject:We received your inquiry, {{steps.en…

+Add step

Lead Budget Rou…

Switch

Branches:2 branches + default

First:Enterprise

EnterpriseSMBOtherwise

Enterprise AI Cal…

AI Call

Agent:Agent selected

To:{{steps.enrich.normalized_pho…

Waits for call

SMB Warm Up D…

Wait

Duration:2 minutes

+Add step

Nurture Drip Email

Send Email

To:{{trigger.email}}

Subject:Welcome, {{steps.enrich.greeting_n…

0 total runs

Workflow editor • demo content • the platform is constantly evolving · the live interface may vary slightly

From trigger to outcome, every run

A trigger starts the run

A webhook fires, form fill, new lead, any event your systems can send, and the run starts with that event’s real data.

Webhook, start

Live event payload

nameJordan P.

phone(480) 555-0142

sourceWebsite form

Run started with live event data

Routing

Read from live systems

Business hours?Yes

ZIP in area?Yes

PathVoice callback

Shop rules, not guesswork

During the run

Action finished across channels

SMSinstant acknowledgment

Voicespeed to lead call

CRM note written

Sequenced steps, one shared context

Draft to production

Audited push

Draft saved

Watchlive run verified

CRM outcome logged

Every run logged in history

A trigger starts the run

A webhook fires, form fill, new lead, any event your systems can send, and the run starts with that event’s real data.

Webhook, start

Live event payload

nameJordan P.

phone(480) 555-0142

sourceWebsite form

Run started with live event data

Rules shape the path

Variables are set, then filters and switches route the run, hours, ZIP, membership, budget.

Routing

Read from live systems

Business hours?Yes

ZIP in area?Yes

PathVoice callback

Shop rules, not guesswork

AI acts across channels

Instant texts, Voice calls, emails, and timed delays run as sequenced steps with shared context.

During the run

Action finished across channels

SMSinstant acknowledgment

Voicespeed to lead call

CRM note written

Sequenced steps, one shared context

Shipped and audited

Draft the change, watch a live run, then push to production. Every run is logged step by step.

Draft to production

Audited push

Draft saved

Watchlive run verified

CRM outcome logged

Every run logged in history

Quality

Respond, route, follow through

Sequences that never drop a home service lead.

Instant acknowledgment texts on new inquiries
Speed to lead Voice calls minutes after a form fill
After hours branches that keep the lead warm
Filters that gate a run on any shop rule
Switch branches for membership, ZIP, or ticket size
Nurture drips across email and SMS with timed delays

Key capabilities

Respond

Answer the moment a lead appears.

Instant acknowledgment texts
Speed to lead Voice callbacks
After hours branches that stay warm
Business hours aware responses

Route

Every conversation to the right path.

Filters on any rule you define
Switch branches, membership, ZIP, ticket size
Business hours and after hours routing
Escalation to your team with full context

Follow through

Sequences that never drop a lead.

Nurture drips across email and SMS
Appointment reminders that cut no shows
Dormant list reactivation
Estimate and collections follow ups
Timed delays and warm up waits

Systems

Triggered by your stack, acting on your stack

Every workflow starts from a webhook, any system that can send an event can start a run. Outcomes write back through the same integrations as every Platform channel.

During the run

Lead enriched, variables set from the event

Acknowledgment SMS sent in seconds

Voice call placed on the hot path

Outcome written back to your CRM

Triggers

WebhooksFormsCRM eventsCalendar

Desk tools

ServiceTitanHousecall ProJobberGoHighLevelStripe

Writes into

CRMCalendarsPayment systemsInternal notes

Multi-channel

Automation you can audit

Draft and production stay separate. Every step of every run is logged so owners can see what happened, and why.

One thread

01 · TriggerForm fill · variables loaded
02 · BranchBusiness hours · Voice path
03 · OutcomeBooked · CRM updated · logged

Built for multi trade home services

Quiet hours and opt out support on outbound steps
Full run history, every step logged
Draft and production kept separate
Pairs with AI Workforce seats as you grow
One front door for Voice, Messaging, and Email

Frequently asked questions

A trigger, typically a webhook from a form fill, CRM event, or other system signal. The run starts with that event’s real data, available to every step.

More channels

Voice

Phone conversations resolved end to end

Messaging

Web chat and SMS in the same workflows

Replies and follow ups handled for the shop

Workflows

Voice, SMS, and email orchestrated from one place

Ready to orchestrate every conversation from one playbook?

Book an assessment. We map your triggers, channels, and booking rules into production Workflows for the shop.

Book Assessment

A working session with the team that builds the shop playbook, not a scripted demo.