Review and referral requests arrive unpredictably across email, web forms, and social media, forcing the marketing team to manually monitor multiple channels, extract details, and assess quality. Manual categorization, routing, and publishing create delays, inconsistency, and lost referral leads.
Automation monitors all submission channels, assesses quality and legitimacy, categorizes each submission, and routes referral leads directly to sales in real time. Reviews are prepared and published automatically, while all submissions are logged in the CRM with zero manual data entry.
The full workflow, from trigger to completion.
A new review, referral request, or feedback submission arrives via email, web form, or social channel. The automation platform detects and captures it immediately.
The automation extracts customer name, contact info, submission text, and source channel from the incoming message and formats it consistently.
The automation reads the submission, assesses quality and legitimacy, detects spam or off-topic content, and categorizes it as review, referral lead, testimonial, complaint, or other. It assigns a confidence score.
If the AI confidence score is above the threshold and the submission is not spam, proceed to routing. Otherwise, flag for manual review.
If the submission is a referral lead, the automation creates a new contact and sends a formatted message to the sales team with all details.
If the submission is an approved review, the automation posts it and updates the review count and star rating on the website.
The automation creates or updates the customer contact record with submission details and status, then sends an automated thank-you email.
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Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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