Automate Your Workflow Like a Pro
Jackie Chen
June 10, 2024
Most teams aren’t drowning because they have too much work.
They’re drowning because they’re doing the wrong kind of work.
Repetitive. Manual. Draining.
Stuff that an AI Agent like Agently can automate in minutes.
Whether you're exploring automation for the first time or already using Agently daily, the goal is the same:
less busywork, more impact.
Here are three powerful automations you can build with Agently — no technical skills required.
1. Auto-Reply + Lead Capture in One Flow
Agently can respond instantly when a customer sends the first message.
It can:
greet them warmly
ask qualifying questions
detect purchase intent
tag them into a segment
send the lead to your CRM or inbox
handoff to a human when needed
All without your team touching a thing.
Impact:
You never lose a lead again, even outside office hours.
2. Smart Conversation Routing
Most teams waste time passing chats around like hot potatoes.
Agently does the routing for you:
product questions → sales
complaints → support
shipping → fulfillment
payment → finance
high-intent leads → priority queue
Agently analyzes message content in real time and makes the right call instantly.
Impact:
Your team handles fewer misrouted chats and more meaningful conversations.
3. Automated Follow-Up Sequences
Customers forget.
Leads disappear.
People get distracted.
Agently fixes that with:
reminder messages
follow-up nudges
demo confirmations
“Are you still interested?” check-ins
abandoned chat recovery
All with humanlike tone — not robotic templates.
Impact:
Your conversion rate increases without adding more workload.
Automation isn’t about doing less.
It’s about freeing your team to focus on what matters.
Start small, build smart, and let Agently handle the heavy lifting.
→ Want to see these automations in action? Try Agently today.
More Articles
Transform How
Your Team Talks
Convert more customers with automation that responds the moment they reach out.





