Build once. It works on every customer, around the clock.
A drag-and-drop visual editor: connect a trigger, add logic and actions on any channel — and the automation takes care of customers for you. Prefer words? Describe the automation and AI drafts the flow on the canvas.
A trigger for every scenario
The automation fires at exactly the right moment — based on what the customer does in a conversation, in an email, on your website or in your sales pipeline.
- A keyword in a message, or the first message from a new customer
- A form or landing-page submission, a Meta Lead Ad, and pixel events from your website
- Email engagement: opens, clicks, bounces and unsubscribes
- A deal created, moved or closed; a sale recorded; event registration and attendance, including Zoom events
- A webhook from any external system, tag, group or field changes — and manual runs
- Triggers when product access starts or ends through a purchase, gift or enrolment; before and after cycle dates and on status changes, targeting buyers or recipients
- Sale and payment events, plus customer-ticket triggers for replies, assignment, resolution and overdue responses
Every channel. One flow.
Each step in the flow is a block, and each block can touch a different part of your business: messages, emails, contacts, deals and newsletters — without leaving the canvas.
- Send WhatsApp messages and approved templates, an SMS, or a designed email — in the same flow
- Fall back to SMS automatically when a WhatsApp message can't be delivered — including once the 24-hour window closes
- Attach an image, video or document to an automated WhatsApp message — your text becomes its caption
- Update contact details, tags and groups automatically
- Create, advance and close deals; subscribe contacts to a newsletter or remove them
- Register attendees to Zoom, and start or stop other automations
- Call any external system with an API step
- Select several steps at once to copy, duplicate, move or delete them together, in Canvas or List view — moving a group keeps every step's settings and internal branches intact and undoes as one action
- Full mobile support: pan, zoom and edit the canvas from your phone with the same tools as desktop, undo and redo any change, and let oToK straighten out branch layout and routing automatically. When something's wrong — a loop, an invalid connection, a step you can never reach — the Problems panel can now fix it for you, not just point it out
Logic that decides for you
Branches, timing and gates — the flow knows who, when and on which channel, without you lifting a finger.
- Decision branches on any contact data — including audience membership — with a Multi-split mode for several named routes, each with its own conditions, evaluated in priority order with one default route as the catch-all
- Conditions know the field they target: a number gets thresholds and ranges, a date gets a date picker and compares by your workspace's calendar day, a closed list becomes a dropdown in your language, and a phone or email is validated as you type
- Delays and timing — wait exactly as long as you need between steps
- A channel router that picks the right channel for each contact — WhatsApp, SMS or email
- A "first N only" capacity gate — for example, a perk for the first 100 registrants
- Hold sends over Shabbat and Jewish holidays — set once and forget
Every message feels personal
One [[…]] variable language across every channel — with built-in formatting and fallback values, so the message always comes out right.
- Dynamic variables in every message, template and email: [[contact.name]]
- Built-in formatters for dates, numbers, math and text — plus a fallback when a value is missing
- Trigger data as variables: the event, deal or webhook that started the flow
- Point a message at "the next event" — or narrow it to the next event of a specific product, category, name or saved event, so one message carries the right date, time and link for its series
- Live preview with a real contact's data
- Next- and previous-event variables show the selected event, product or saved event and let you change the choice in place
Test before. See everything after.
Simulate the whole automation before switching it on — and afterwards, a complete execution log for every run, down to the individual step.
- Simulate the entire flow, test a single step, or run a real test send
- Run history with status, input and output per step — for fast debugging
- WhatsApp and SMS attempts logged one by one — including the SMS fallback — with the reason a send failed, and a safe retry of just the step you pick
- Email reports on automation completions and errors
- Open the campaign sent by an automation, with recipient filters preserved across pages and exports
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