Follow-up

Follow-up

Funnels, tags, appointments, tasks, and automations.

Funnels and opportunities (kanban)

Organize leads with price on the Embudos board. Requires the plan’s useKanban module.

AI funnel steps

Define steps inside each funnel stage and exit rules for the agent.

Tags

Create and manage tags to classify leads and conversations.

Appointments and calendar

Manage Citas / Agenda and Tipos de cita. Requires the plan’s useSchedules module.

Tasks and reminders

Create and track team tasks. Requires the plan’s useTasks module.

Automations

Automatic rules on leads (create/accept) to move stage or set fields. Admin schema only.