Automations
Actions
Actions are what an automation does when it matches. Add as many as you like; they run in order, top to bottom.
Lead actions
| Action | What it does |
|---|---|
Run lead routing | Assigns an owner using your routing rules. |
Set owner | Assigns the lead to a specific person (and emails them). |
Move to stage | Moves the lead to a pipeline stage. |
Add tag | Tags the lead. |
Remove tag | Removes a tag. |
Create task | Creates a follow-up task, optionally due in N hours and assigned to someone. |
Messaging actions
| Action | Notes |
|---|---|
Send WhatsApp | Sends a session message inside the 24-hour window, or a template outside it. |
Send email | Sends an email to the lead’s contact. |
Send SMS | Sends an SMS (respecting opt-out). |
Send Instagram / Facebook DM | Sends a direct message inside the platform’s 24-hour window. |
Call webhook | POSTs the lead to an external URL, optionally HMAC-signed. |
AI auto-reply | Drafts or sends an AI reply on any channel, including social DMs, see AI auto-reply. |
Messaging actions use credits
Email and SMS automation sends draw from their respective credit buckets at the same rate as manual sends. WhatsApp and social sends do not deduct SpeedIQ credits because Meta bills the connected account. AI generation uses the AI bucket, and a failed send is automatically refunded.
The WhatsApp 24-hour window
WhatsApp only allows free-form messages within 24 hours of the contact’s last inbound message. Outside that window you must send a pre-approved template. In the Send WhatsApp action, put your message text and a fallback template name, SpeedIQ uses the text inside the window and the template outside it.