Automations
Configure smart email automations, build visual workflows, reward customer milestones, and manage your email queue — all from a single dashboard with 8 specialized tabs. Basic automations available on all plans.
FreeOverview
The Automations dashboard is your central hub for marketing automation. It combines pre-built email automations, a visual workflow builder, AI-powered content generation, and intelligent email delivery into one unified system.
Key capabilities:
| Feature | Description |
|---|---|
| 15+ Pre-Built Automations | Ready-to-use email automations for bookings, orders, reminders, and more |
| Visual Workflow Builder | Drag-and-drop editor to create custom automation flows |
| Customer Milestones | Reward clients at key lifecycle moments with automated discounts |
| AI Integrations | RSS readers, AI content writers, and blog creators powered by OpenAI/Anthropic |
| Email Queue | Intelligent email scheduling with priority matrix and grouping |
| Statistics | Execution analytics with success/failure tracking |
| History | Complete audit trail of every email sent |
| Credentials | Encrypted API key management for third-party services |
Access: Go to Dashboard → Automations to open the 8-tab dashboard.
Pre-Built Automations
The first tab provides 15+ pre-built email automations that you can enable with a single toggle. Each automation is assigned a priority level that controls how it’s scheduled and delivered.
Automation Types
Transactional (P0 — Critical)
| Automation | Description | Trigger |
|---|---|---|
| Booking Confirmation | Confirms appointment details with the client | Booking created |
| Order Confirmation | Confirms e-commerce order with details | Order placed |
Lifecycle (P1 — Personal)
| Automation | Description | Trigger |
|---|---|---|
| Welcome Email | Greets new clients after their first interaction | New client created |
| Reminder 24h | Reminds client 24 hours before their appointment | 24h before booking |
| Reminder 48h | Reminds client 48 hours before their appointment | 48h before booking |
| Birthday Greeting | Sends birthday message with optional discount | Client’s birthday |
E-commerce (P2 — Recovery)
| Automation | Description | Trigger |
|---|---|---|
| Abandoned Cart | Recovers abandoned shopping carts | Cart abandoned for X hours |
| Post-Purchase Follow-up | Thanks client after a product purchase | Order completed |
| Post-Service Follow-up | Requests feedback after a service appointment | Booking completed |
| Win-Back Campaign | Re-engages inactive clients (90+ days) | Daily check for inactive clients |
| Review Request | Asks client to leave a review | After service completion |
| No-Show Follow-up | Follows up when a client misses an appointment | Booking marked as no-show |
Engagement (P3 — Marketing)
| Automation | Description | Trigger |
|---|---|---|
| Back in Stock | Notifies when a previously out-of-stock product returns | Product restocked |
| New Product/Service | Announces new products or services | Product/service published |
| Upsell & Cross-sell | Promotes related products or premium services | Post-purchase timing |
Enabling Automations
Open the Automations tab
Go to Dashboard → Automations. The first tab shows all available automations grouped by your plan tier.
Toggle an automation ON
Click the switch next to any automation to enable it. The system starts monitoring for trigger events immediately.
Customize (optional)
Click on an automation to:
- Preview the email template — See what the client will receive
- Send a test email — Send a sample to your own email
- Configure settings — Adjust timing, conditions, or template variables
Email templates are available in 3 languages (English, Portuguese, Spanish). The system automatically sends emails in the client’s preferred language, detected from their booking or profile settings.
Customizing Email Templates
Each automation email can be fully customized using the visual template editor. Click on any automation and select Customize to open the editor.
Dual Editor Mode
The template editor offers two modes:
| Mode | Description | Best For |
|---|---|---|
| Visual (default) | Drag-and-drop editor with section-based layout | Most users — build emails visually |
| HTML | Raw HTML code editor | Power users — full control over markup |
Switch between modes using the tabs at the top of the editor.
Switching from Visual to HTML automatically syncs the generated HTML. Switching from HTML to Visual is destructive — it replaces the visual layout. A warning dialog confirms before proceeding.
Preset Templates
Each automation type comes with a preset template pre-configured with appropriate sections:
| Preset | Default Sections |
|---|---|
| welcome_email | Header, Hero (welcome message), Text (intro), Button (book now), Footer |
| booking_confirmation | Header, Text (confirmation details), Button (view booking), Footer |
| order_confirmation | Header, Text (order details), Products (order items), Footer |
| reminder_24h | Header, Text (reminder), Button (confirm/reschedule), Footer |
| review_request | Header, Text (thank you), Button (leave review), Footer |
| win_back | Header, Hero (we miss you), Text (offer), Button (book now), Footer |
| birthday | Header, Hero (happy birthday), Text (discount offer), Button (redeem), Footer |
| abandoned_cart | Header, Text (items waiting), Products (cart items), Button (complete purchase), Footer |
You can customize any preset by adding, removing, or rearranging sections.
Variable Insertion
Insert dynamic content using clickable variable chips. Click a chip to insert the variable at the cursor position in the editor:
| Variable | Description |
|---|---|
{customer_name} | Client’s first name |
{booking_date} | Appointment date and time |
{service_name} | Name of the booked service |
{business_name} | Your business name |
{booking_url} | Link to view/manage the booking |
{order_number} | E-commerce order number |
Compliance Footer
Every automation email automatically includes a compliance footer with:
- Your business address (from profile settings) or GoConverso’s address as fallback
- A functional unsubscribe link
- “Powered by GoConverso” attribution
This footer cannot be removed and ensures CAN-SPAM/LGPD compliance for all automated emails.
Tier Access
| Priority | Tier Required | Automations Available |
|---|---|---|
| P0 (Critical) | Free | 2 automations (booking + order confirmation) |
| P1 (Personal) | Plus | +4 automations (welcome, reminders, birthday) |
| P2 (Recovery) | Pro | +6 automations (cart, follow-ups, win-back, reviews) |
| P3 (Marketing) | Pro | +3 automations (stock alerts, announcements, upsells) |
Total: Free gets 2 automations, Plus gets 6, Pro and above get all 15+.
Customer Milestones
The Milestones tab lets you configure automated rewards for clients who reach important lifecycle moments.
Milestone Types
| Milestone | Description | When It Fires |
|---|---|---|
| Birthday | Birthday greeting with optional discount | On the client’s birthday |
| 1-Year Anniversary | Celebrates 1 year as a client | 1 year after first purchase |
| 2-Year Anniversary | Celebrates 2 years as a client | 2 years after first purchase |
| VIP Status | Congratulates VIP achievement | 50+ purchases or spending threshold |
| Loyalty Tier Upgrade | Acknowledges loyalty tier progression | Client moves up a tier |
Configuring a Milestone
For each milestone, you can configure:
| Setting | Description |
|---|---|
| Active/Inactive | Toggle the milestone on or off |
| Discount Type | Percentage off or fixed amount |
| Discount Value | The discount amount (e.g., 10% or $20) |
| Validity (days) | How long the discount is valid (default: 7 days) |
| Auto-Apply | Automatically apply the discount on next purchase |
| Custom Message | Personalized message in the email |
| Custom Subject | Custom email subject line |
| Notify Professional | Send a copy to you when a milestone is triggered |
Birthday discounts are one of the highest-converting automations. Even a small 10% discount can bring inactive clients back for a visit.
Visual Workflow Builder
Plus+The Visual Workflow Builder lets you create custom automation flows using a drag-and-drop canvas. Build complex multi-step workflows with triggers, conditions, delays, and AI-powered actions.
The Editor
The workflow editor has a 3-column layout:
| Panel | Position | Purpose |
|---|---|---|
| Nodes Palette | Left sidebar | Drag nodes from here onto the canvas |
| Canvas | Center | Visual workspace where you connect nodes |
| Properties Panel | Right sidebar | Configure the selected node’s settings |
The canvas includes zoom controls, grid snapping, and a mini-map for navigating large workflows.
Node Types
| Node | Icon | Description |
|---|---|---|
| Trigger | Play | The starting point — defines what event starts the workflow |
| Send Email | Sends an email using a system or custom template | |
| Delay | Clock | Waits for a specified period (minutes, hours, or days) before continuing |
| Condition | Split | Branches the flow based on if/else logic |
AI Integration Modules
For Pro plans and above, the workflow builder includes AI-powered nodes:
| Module | Description | Use Case |
|---|---|---|
| RSS Reader | Reads and parses RSS feed content | Monitor industry blogs, news sources |
| AI Content Reader | Analyzes content using AI (summarize, extract, classify) | Process RSS articles, analyze reviews |
| AI Content Writer | Generates original content using AI | Write email copy, social posts, descriptions |
| Blog Post Creator | Automatically creates blog posts from AI-generated content | Auto-publish blog content from RSS feeds |
Building a Workflow
Create a new workflow
Go to Automations → Workflows tab → click Create Visual Workflow.
Add a trigger
Drag a Trigger node onto the canvas. Select the event that starts the workflow:
- Booking confirmation, order confirmation, or any automation type
- Scheduled interval (time-based)
- Manual trigger (on-demand)
Add action nodes
Drag Email, Delay, or Condition nodes onto the canvas.
Connect the nodes
Click and drag from one node’s output handle to another node’s input handle to create connections. The flow follows the connections from trigger to actions.
Configure each node
Click on any node to open its properties in the right panel. Configure:
- Email nodes: select template, customize subject/body
- Delay nodes: set wait duration
- Condition nodes: define if/else rules
Save and activate
Click Save. Toggle the workflow to Active when ready. The system validates the workflow for errors (orphan nodes, missing connections, cycles) before saving.
The editor warns you about unsaved changes if you try to navigate away. Always save your workflow before leaving the page.
Workflow Templates
3 pre-built workflow templates are available to get you started:
| Template | Category | Description |
|---|---|---|
| RSS to AI Blog | Content Marketing | Reads RSS feeds, uses AI to generate blog posts automatically |
| Welcome Email Series | Client Retention | Sends a personalized welcome sequence to new clients |
| Appointment Reminder | Productivity | Sends reminders 24h before appointments |
Click Use Template to create a new workflow pre-configured with the template’s nodes and connections. You can customize it after creation.
Workflow Limits by Plan
| Plan | Active Visual Workflows |
|---|---|
| Free | — |
| Plus | 1 |
| Pro | 5 |
| Max | 20 |
| Ultra | Unlimited |
Email Queue
The Queue tab shows all emails scheduled by your automations — pending, sent, failed, and cancelled.
Priority Matrix
The email queue uses a priority-based delivery system that prevents email spam while ensuring critical messages are delivered immediately:
| Priority | Type | Suppression Window | Daily Limit per Client | Use Case |
|---|---|---|---|---|
| P0 | Transactional | None | Unlimited | Booking/order confirmations, reminders |
| P1 | Personal | 6 hours | 2 per day | Welcome, birthday, milestones |
| P2 | Recovery | 6 hours | 2 per day | Win-back, review requests, cart recovery |
| P3 | Marketing | 6 hours | 2 per day | Promotions, upsells, announcements |
Suppression window means the system waits at least that long between emails of the same priority to the same client. P0 (transactional) emails bypass all suppression rules.
Intelligent Email Grouping
When multiple low-priority emails are scheduled for the same client within a 3-hour window, the system groups them into a single digest email instead of sending separate messages. This prevents overwhelming clients with too many emails.
How grouping works:
- System detects 2+ emails for the same client within 3 hours
- Lower-priority emails are marked as
grouped - A single digest email is created combining the content
- Client receives one email instead of many
Queue Statuses
| Status | Description |
|---|---|
| Pending | Scheduled and waiting to be sent |
| Processing | Currently being sent via the email API |
| Sent | Successfully delivered |
| Failed | Delivery failed (will be retried) |
| Grouped | Combined into a digest with other emails |
| Suppressed | Blocked by suppression rules (too many emails) |
| Cancelled | Manually cancelled by the professional |
Queue Management
From the Queue tab you can:
- View queue statistics — Cards showing pending, sent, failed, and cancelled counts
- Cancel pending emails before they’re sent
- Retry failed emails
- View details — Preview the full HTML email content
- Filter by status, automation type, priority, or date range
The email queue is processed automatically every hour by a background job. P0 (transactional) emails are prioritized and sent first.
Statistics
The Statistics tab provides analytics on your automation performance.
Workflow Analytics
| Metric | Description |
|---|---|
| Execution Count | Total number of times workflows have run |
| Success Rate | Percentage of executions that completed without errors |
| Failure Rate | Percentage of executions that encountered errors |
| Average Execution Time | How long workflows take to complete on average |
| Node Performance | Which nodes succeed or fail most often |
Execution History
A detailed table of recent workflow executions:
| Column | Description |
|---|---|
| Workflow Name | Which workflow ran |
| Trigger Type | What event triggered the execution |
| Execution Time | When it ran and how long it took |
| Status | Success, failed, or partially completed |
| Nodes Executed | How many nodes were processed |
| Errors | Error details if the execution failed |
AI Costs
Pro+The Costs tab tracks your AI API usage when using AI-powered workflow nodes (Content Reader, Content Writer, Blog Creator).
What’s Tracked
| Metric | Description |
|---|---|
| Total Requests | Number of API calls made to AI services |
| Tokens Consumed | Total input + output tokens used |
| Estimated Cost | Calculated cost in USD based on token usage |
Cost Breakdown
View costs broken down by:
- AI Model — GPT-4, GPT-3.5 Turbo, Claude, etc.
- Module Type — Content Reader, Content Writer, Blog Creator
- Workflow — Which workflow generated the cost
- Date Range — Daily, weekly, or monthly view
Supported AI Services
| Service | Models | Used For |
|---|---|---|
| OpenAI | GPT-4, GPT-3.5 Turbo | Content generation, analysis |
| Anthropic | Claude 3 | Content analysis, writing |
AI costs depend on the volume of content processed and the model used. GPT-4 is significantly more expensive than GPT-3.5 Turbo. Monitor your costs regularly and adjust workflows if needed.
History
The History tab provides a complete audit trail of every email sent through your automations.
Email Send History
Each entry shows:
| Column | Description |
|---|---|
| Recipient | Client name and email address |
| Automation Type | Which automation sent the email |
| Status | Sent, failed, bounced, or cancelled |
| Sent At | Timestamp of when the email was sent |
| Error | Error message if delivery failed |
History Features
| Feature | Description |
|---|---|
| Preview | View the full HTML email that was sent |
| Filter by type | Show only specific automation types |
| Filter by status | Show only sent, failed, or bounced emails |
| Filter by date | Select a date range |
| Retry | Re-send failed emails with one click |
Credentials
Pro+The Credentials tab lets you securely store API keys for third-party services used by your AI-powered workflow nodes.
How It Works
API keys are encrypted before storage and never displayed in their raw form. Only a masked version is shown in the dashboard. The keys are only used server-side by edge functions when executing workflow nodes.
Supported Services
| Service | Purpose | Used By |
|---|---|---|
| OpenAI | AI content generation and analysis | AI Content Writer, AI Content Reader |
| Anthropic | AI content analysis and writing | AI Content Reader, AI Content Writer |
| RSS Feed URLs | Content aggregation from external sources | RSS Reader node |
| Custom Webhooks | Send data to external services | Integration nodes |
Managing Credentials
Add a credential
Click Add Credential, select the service, and paste your API key.
Configure settings
Some services have additional configuration:
- OpenAI: Select default model (GPT-4 or GPT-3.5 Turbo), temperature setting
- Anthropic: Select default model
- RSS: Enter feed URL
Use in workflows
When configuring AI nodes in the Visual Workflow Builder, select which credential to use. The system shows which workflows reference each credential.
Credentials are stored with encryption using Supabase service role keys. They are never sent to the frontend — only edge functions can decrypt and use them during workflow execution.
Security
| Feature | Description |
|---|---|
| Encrypted Storage | API keys encrypted at rest |
| Masked Display | Only last 4 characters visible in dashboard |
| Server-Side Only | Keys never exposed to browser |
| Usage Tracking | See which workflows use each credential |
| Instant Revocation | Delete a credential to immediately stop all workflows using it |
Plan Availability
| Feature | Free | Plus | Pro | Max | Ultra |
|---|---|---|---|---|---|
| Pre-built automations | 2 (P0) | 6 (P0+P1) | All 15+ | All 15+ | All 15+ |
| Visual workflows | — | 1 active | 5 active | 20 active | Unlimited |
| Customer milestones | — | Birthday only | All milestones | All milestones | All milestones |
| Email queue | Basic | Full | Full | Full | Full |
| Intelligent grouping | — | Yes | Yes | Yes | Yes |
| Statistics | Basic | Full | Full | Full | Full |
| AI integrations | — | — | Yes | Yes | Yes |
| AI cost tracking | — | — | Yes | Yes | Yes |
| Credentials management | — | — | Yes | Yes | Yes |
| Workflow templates | — | 1 | All 3 | All 3 | All 3 |
| Email history | 7 days | 30 days | 90 days | 1 year | Unlimited |
| Multi-language templates | Yes | Yes | Yes | Yes | Yes |
Related
- Email Marketing — Manual email campaigns with visual editor
- Client Management — CRM with customer journey and milestones
- Booking System — Appointments that trigger automations
- E-Commerce — Orders that trigger automations
- Blog — Blog posts created by AI workflow nodes