Vchat Automations

Make Vchat act when something happens.

Create flows with triggers, conditions, and actions to reduce repetitive tasks and keep tracking moving.

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Logic

When → If / For → Then.

Build automations in an understandable way to connect events with concrete actions.

01 · WHEN

An event occurs

A message, a date, a stage, a keyword, or another condition initiates the flow.

02 · IF / FOR

The context is validated

Apply conditions based on channel, contact, stage, owner, or other criteria.

03 · THEN

Vchat executes

Send, assign, update, remind, or trigger the next configured action.

What can you automate

Less repetitive work. More consistency.

MessagesSend responses or communications when a condition is met.

AssignmentsRoute conversations, contacts, or actions to the right person in charge.

RemindersActivate tracking by date, expiration, or event.

CRMUpdate stages or context based on what happens in the process.

TasksAutomatically create tasks so you don't rely on the team's memory.

Reservations and scheduleIt maintains continuity for processes that require an appointment or commitment.

NotificationsMake an important event visible to the team.

AI + humanConnect automation with handoffs, validations, and human support.

Examples

Automations that actually drive operations.

SALES

New lead → follow-up

Prevent any new contact from being left without an owner or next action.

New contact → assign owner → create task → send follow-up message.

RESERVATIONS

Upcoming appointment → reminder

Automate communications around appointments and bookings.

Confirmed reservation → wait until specified date → send reminder.

CRM

Change of stage → new action

Make each business advancement trigger the next step.

Stage changes to Proposal → create task → notify person in charge.

AI needs support → escalate

Connect the limits of AI with human operation.

Unauthorized question → transfer conversation → notify the team.

Start automating the repetitive.

Create your workspace and build processes around the conversations your business is already receiving.

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