Introducing "Automations" 🤖

Introducing Automations

Managing customer communication is more than just replying quickly. It’s about creating predictable, personalized experiences that scale, without tying teams to repetitive manual work.

AskNeo’s Automations bring together powerful building blocks you’ve already come to rely on: the SMS bot, SMS Keywords, dynamic content, and integrations via Zapier, into a unified system that helps teams work smarter, not harder.

Automations: The Glue Behind Smart Conversations

Automations in AskNeo are not a separate tool. They are the connective layer that turns rules and conditions into real actions inside your shared communication workspace.

Instead of manually sending information, filtering requests, or repeating the same response over and over, Automations can handle those tasks based on triggers — like an incoming keyword, a message pattern, or an external event so teams stay focused on higher-value conversations.

Built on AskNeo’s Conversational Bot and Keywords

A key part of AskNeo’s automated workflows is the AskNeo bot, your customizable conversational avatar that can respond instantly to incoming SMS, guide customers with structured flows, collect information, and trigger follow-ups when rules are met.

Automations work hand in hand with SMS Keywords, letting your team define triggers that kick off specific actions. For example, when someone texts a certain keyword, AskNeo can respond automatically with a sequence of replies, tag the customer, assign the conversation, or queue an internal action, all without manual input from your team.

These building blocks give teams a way to make routine interactions feel intentional and personalized, with logic that can handle branching scenarios and real-time triggers.

Dynamic Content Keeps Automation Personalized

Automations aren’t just about doing things automatically, they’re about doing them meaningfully.

AskNeo’s dynamic content lets teams personalize automated messages using variables like first name, phone number, email, or any customer field in your profiles. This means that automated replies, campaigns, and follow-ups don’t feel generic, they feel tuned to the individual on the other end of the conversation.

Whether it’s an automated welcome message, a status update, or a mass SMS broadcast that pulls in customer data, dynamic content ensures automation feels human.

Automations Beyond AskNeo with Zapier Integration

AskNeo’s extensibility with Zapier means Automations aren’t limited to internal triggers alone. With Zapier integration, teams can connect AskNeo to thousands of apps and workflows in other platforms.

This opens up powerful possibilities:

• Create AskNeo customers from new CRM records
• Send SMS from third-party tools when an event occurs
• Trigger AskNeo messages based on form submissions or database changes
• Update customer records based on external events

And because AskNeo keeps communication in unified conversation threads, responses triggered through Zapier remain contextual and aligned with the rest of the customer interaction.

Automation for Every Team and Every Stage

Whether you’re in sales, support, operations, or marketing, Automations help remove repetitive work from everyday workflows:

• Sales teams can trigger follow-up messages or reminders based on keyword responses or external CRM events.
• Support teams can kick off automated flows when customers indicate certain needs via keyword triggers.
• Operations teams can sync external triggers (like order events) into AskNeo and automate updates or alerts.
• Marketing teams can personalize campaigns at scale using dynamic content and automated sequences.

In each case, AskNeo Automations help teams stay responsive and consistent without sacrificing personal touch.

A Shared Inbox That Works Together

Automations don’t live in a silo. They work inside the AskNeo shared inbox, alongside 1:1 conversations, call handling, tags, and customer records.

This means that every action — whether manual or automated — stays part of the same conversational context. Teams can jump in at any time, review what’s happened, and take action without losing thread continuity.

By bringing automated logic into the same workspace where teams already collaborate, AskNeo makes automation practical and visible — not hidden or detached.

Start leveraging automations today: book your AskNeo discovery call here!