Follow-ups & automations
How follow-ups are drafted and sent, why one was held, and automations.
- How much the AI does on its ownSuggest only, Draft & wait or Auto-send — one workspace setting decides whether automations only suggest, draft for approval, or send.
- Consent, quiet hours and the daily limitThree checks run before any email or WhatsApp leaves: that they have not opted out, their local time, and today's count.
- Why a send was heldWhen KretaOS stops a message, it says which check stopped it, that nothing was sent, and the one step that fixes it.
- AutomationsLet KretaOS do the routine follow-through — re-warm cooling clients, nudge after a proposal, share new leads.
- TriggersThe trigger is the "when" of an automation. Here is every trigger KretaOS offers and when each one fires.
- StepsWhat each automation step does — wait, check a condition, draft with AI, send, create a task, notify, fill fields and more.
- Share new leads in turnUse the Assign owner step to hand each new client or lead to the next teammate in turn, so enquiries are shared fairly and nobody is missed.
- Leads from a form or appAdmin onlyGive an automation its own web address so your website form, Zapier, Make or IndiaMART can post enquiries as leads.
- Fill from websiteKretaOS reads a client's own homepage and fills their empty details — website, LinkedIn, city, industry, about, logo.
- Research a clientGet a short, cited brief on a client from the web — what they do, recent news and what to raise in your next conversation.
- Fill a column with AIAdmin onlyAdmins can have KretaOS fill one of your client fields for every client in a view — such as Hot, Warm or Cold — from what it already knows.