Run · Automation

Automation Rules

Score-driven customer communication with demo-safe controls. In demo mode nothing sends on its own — every email is triggered by you, and always to your own address.

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Automation Settings

Automation Mode

Demo mode keeps every send manual.

DEMO MODE

In Demo Mode, automations only fire when you manually trigger them from this page. Emails go to your configured address only — never to fictional account contacts.

Automations Enabled

Master switch — when off, every rule is paused.

OFF

Demo Email Recipient

Enter your email to receive demo emails in this browser session. Not stored — clears when you close the tab.

Salutation in demo emails:Use my name (personalised for demo receiver)[Name] = demo recipient nameUse account contact name (realistic preview)[Name] = real account contact name

Not configured — emails will not send

Automation Rules

Manual Trigger

Step 1 — Select account

Step 2 — Choose action

Simulate score drop toSend recommended template nowDry run — show what would trigger without sending anything

Recent Email Activity

No emails sent yet — sends from this browser session will appear here.