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AI Active
Claude AI — Connected
Model: Claude Sonnet
Powering: Smart Reply, Morning Brief, Predictions, Vastu Soul
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Auto-Pilot Rules

Live

64 rules across 8 categories, each re-checked hourly

📖
Auto-Pilot — SOP
How this module works
✅ Up to date with current module code
A rules engine that runs your agency's routine work on autopilot — 64 toggleable rules across 8 categories, each re-checked hourly, so a lead, follow-up, invoice, or task doesn't need a human to notice it and act.
Sections
🎯
Lead
Auto-score, auto-route to a nurture sequence, auto-assign, and send a welcome WhatsApp message when a new lead comes in.
📞
Follow-up
Mark overdue follow-ups, reschedule missed ones, escalate repeatedly-missed leads, and adjust lead scores after a call is logged.
🌱
Nurture
Enroll converted/silent leads into the right sequence, pause a sequence the moment a lead replies, and resume it if they go quiet again.
💰
Invoice
Send WhatsApp notifications on creation and payment, chase overdue invoices, and mark them overdue automatically.
👥
Team
Auto-assign new tasks to the least-loaded member and escalate tasks left unassigned or overdue.
📝
Content
Auto-generate a month's content ideas for active clients and alert when the content calendar is running empty.
📊
Finance
Alert on budget overruns, GST filing deadlines, and negative projected cash flow.
⚙️
System
Weekly backups, WhatsApp-disconnect alerts, and Business Health Score monitoring.
64
Total
0
Active
64
Inactive
0%
Coverage
Automation Coverage
/ rules active
%
Lead /8
Followup /8
Nurture /8
Invoice /8
Team /8
Content /8
Finance /8
System /8
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Lead Automation (/8 active)
Follow-up Automation (/8 active)
Nurture Automation (/8 active)
Invoice Automation (/8 active)
Team Automation (/8 active)
Content Automation (/8 active)
Finance Automation (/8 active)
System Automation (/8 active)