01Lead Generation & Sales Automation
Get every new enquiry saved, answered and moving toward a conversation instead of waiting for someone to notice it.
- Instant Lead ResponseA first reply goes out within moments of a form, call or message arriving.
- AI Lead QualificationA short conversation collects the details your team needs to judge fit.
- Lead Follow-Up AutomationTimed messages and tasks keep a lead from going quiet.
- Missed Call Text BackA missed call gets a text so the enquiry is not lost.
- Lead DistributionLeads are assigned to the right person or team by rules you define.
- AI Lead ScoringAnswers and behaviour are used to help prioritise who gets a call first.
- Lead ReactivationOlder enquiries are re-contacted with a relevant, permitted message.
- Sales Pipeline AutomationStages, tasks and reminders update as a lead moves forward.
- New Lead
- Save to CRM
- Identify Source / Service
- Instant Response
- Qualification
- Follow-Up
- Appointment / Sales Handoff
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02AI Voice & Customer Communication
Answer calls and messages consistently, capture the details and hand real conversations to your team.
- AI Voice ReceptionistAnswers inbound calls, captures details and routes what needs a person.
- AI Appointment Booking AgentOffers available times and books the appointment during the call or chat.
- AI Outbound CallingFollow-up or reminder calls to people who have agreed to be contacted.
- AI Website ChatbotAnswers common questions and captures enquiries on your site.
- WhatsApp AI ChatbotHandles routine WhatsApp conversations and passes complex ones to your team.
- Facebook & Instagram DM AutomationReplies to common messages and collects lead details from social inboxes.
- AI Customer Support AgentAnswers frequent support questions from approved information, with a handoff path.
Outbound calls, texts and messages should only go to people who have given the appropriate consent or permission, and are set up to respect local rules and your own policies.
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03Appointment & Booking Automation
Make booking easy for the customer and reduce the manual back-and-forth for your team.
- Online Appointment SchedulingCustomers pick an available time from your real calendar.
- Appointment ReminderAutomatic reminders by text or email before the visit.
- Booking ConfirmationAn instant confirmation with the details the customer needs.
- Rescheduling AutomationCustomers move or cancel without a phone call.
- No-Show Follow-UpA follow-up message offers a new time after a missed appointment.
- Calendar SynchronizationBookings stay in step with the calendars your team already uses.
Commonly useful for dental, healthcare, med spa, salon, home services and consulting businesses that run on appointments.
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04CRM & Business Workflow Automation
Connect the tools your team already uses so information moves on its own rather than through copy-and-paste.
- CRM AutomationPipeline stages, owners, tasks and notifications update from real events.
- AI CRM Data EntryDetails from calls, forms and messages are summarised and filed into the right fields.
- Workflow IntegrationDifferent business tools exchange data through workflow platforms and APIs where supported.
- Client OnboardingNew clients receive the forms, steps and reminders they need automatically.
- Task AssignmentWork is created and assigned to the right person when something happens.
- Document ProcessingIncoming documents are sorted and key details extracted for review.
- Proposal AutomationProposals and quotes are drafted from the information already collected.
Which systems can be connected depends on the tools involved and what their APIs or integrations support.
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05Review & Reputation Automation
Ask real customers for feedback at the right moment and respond to it consistently.
- Automated Review RequestsA request goes to genuine customers after a completed job or visit.
- Review Follow-UpA gentle reminder for customers who have not yet responded.
- AI Review Response DraftsSuggested replies for your team to review and edit before posting.
- Customer Feedback CollectionShort private feedback requests that show where service can improve.
- Negative Feedback AlertsYour team is alerted quickly so a real person can follow up.
This is about asking real customers for honest feedback. It is not for creating, buying or manipulating reviews.
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06Marketing & Advertising Automation
Keep follow-up, reporting and measurement running in the background so marketing decisions rest on real lead data.
- Email Marketing AutomationWelcome, nurture and follow-up sequences triggered by what a lead does.
- SMS Marketing AutomationText sequences for people who have opted in to receive them.
- AI Content WorkflowDrafting, review and scheduling steps organised so content ships consistently.
- Social Media AutomationScheduling and routing for social publishing and inbound messages.
- AI Marketing ReportsRegular summaries pulled from your own data for easier review.
- Lead Attribution AutomationLead source and campaign details are captured and saved with each enquiry.
- Offline Conversion SyncQualified leads and sales are sent back to ad platforms where supported.
Offline conversion sync depends on the platform supporting it and on the required data and permissions being available.
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07Payment & Finance Automation
Reduce the manual chasing around invoices and payments with simple, reliable workflows.
- Invoice AutomationInvoices are created and sent when a job, booking or milestone is completed.
- Payment ReminderPolite reminders go out before and after a due date.
- Subscription / Recurring BillingRecurring charges and renewal notices run on a schedule.
- Payment ConfirmationCustomers and your team are notified as soon as a payment lands.
- AI Invoice ProcessingDetails are extracted from incoming invoices for review and entry.
This is workflow automation only. Adlyvo is not an accounting or financial advisory firm.
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08E-commerce & Operations Automation
Connect orders, customers, support and internal admin so day-to-day operations need fewer manual steps.
- Abandoned Cart RecoveryReminder messages to shoppers who left items behind.
- Order Status AutomationCustomers are updated automatically as an order moves.
- Inventory AlertsYour team is alerted when stock reaches a level you set.
- Customer SegmentationCustomers are grouped by behaviour or purchase for relevant messaging.
- AI Email AssistantDrafts replies to routine emails for a person to review and send.
- Meeting Summary AutomationMeeting notes and action items are summarised and filed.
- Support Ticket AutomationTickets are categorised, routed and acknowledged automatically.
E-commerce here is an automation capability. It is not an industry page, and Adlyvo's industry work is unchanged.
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