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Introducing the next phase of Sovica: the architecture for agentic care
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Answer every new enquiry the minute it lands.

Set up a workflow that replies to a new enquiry at once and gives your team a call to make the same day.

Use templateWorkflows docs
TriggerLead createdDataA new enquiry is addedSend EmailEmailThanks for your enquiry, {{first_name}}Create taskActivitiesCall {{first_name}} {{last_name}}

Setup guide

Overview

This template sends the first reply as soon as an enquiry lands, then puts a call on your team’s list.

Prerequisites

These are the pieces we suggest having ready before you switch this workflow on. Your clinic may set things up differently, so treat the list as a guide.

  • A first reply in your clinic’s voice

How to use this template

Once it opens, you’ll see the blocks joined up in order.

  1. The Lead created trigger starts a run each time an enquiry reaches Sovica, from any channel.
  2. The Send Email block sends your reply, with merge tags filling in the person’s name.
  3. The Create task block gives the lead’s owner a call to make, due the same day.

Workflows FAQ