How to Set Up Lead Automation

Lead Automation: Dynamically Changing a Lead's Journey

This powerful tool allows the AI to move a lead from one automation flow to another based on their conversation.

What it does

Adds a lead to a new automation and/or removes them from their current one.

Use Cases

• Moving a lead from a "Prospect" flow to a "Customer" flow after they purchase.
• Switching a lead from a "Cart Recovery" flow to a "Post-Purchase" flow.

How to Configure

Option A: AI Manager (Recommended)

Describe the logic to AI Manager, for example: "Move leads to the Customer automation when they book." It finds the automation ID, sets up the tool, and updates your system prompt for you.

Option B: Manual Setup

Step 1: Get the Automation ID

1. Go to Automations in your dashboard
2. Click on the automation you want to use
3. Copy the Automation ID

Step 2: Add the AI Tool

1. In AI Tools, add the \lead_automation\ tool.
2. Give it a relevant tool name
3. Use this description format:

> "Use this tool (TOOL NAME) to add lead to automation with slug ID {AUTOMATION ID} when the customer (TRIGGER SCENARIO)"

_You only need to change the BOLD words_

1. Copy the description and paste it in the system prompt

Example Configuration

• Tool Name: Move to Customer Flow
• Description: "Use this tool (Move to Customer Flow) to add lead to automation with slug ID {abc123} when the customer confirms they have made a payment"