ZANUS FRONT OFFICE FOR AUTO-CALL — EVENTS & FUNNELS
Policy due in 7 days. Order ready. Appointment tomorrow. Each one is a trigger, and the call is the step.
Auto-Call starts with an event, not a phone. In the Marketing menu you define the events your business lives on — a due date approaching, an order or prescription marked ready, a renewal 30 days out, an appointment tomorrow — and the scheduled funnels around them: text on day one, email on day three, the AI call as the step that gets attention. A reply on any channel stops the sequence; a question hands the customer to a person.
Try it free 7 days on your own business · no credit card · per company, never per seat
REAL AI - the whole Front Office is AI, not old software with an AI button. Give it your website: it learns your company, works from your approved knowledge and gets better with every answer you approve.
Live on this site right now — the assistant in the corner is the product · Award-winning AI — CES · ISE · TMCnet
The real Marketing menu: funnels, chase presets, templates, automated events and follow-ups.
What it does
Due date, ready order, renewal, tomorrow’s appointment, seasonal notice: each fires the sequence you approved, for every contact it applies to.
An announce call on day one, an agent call when the email stays unopened — first touch or last resort, inside your window and caps.
Paid, confirmed, rebooked or replied: the sequence ends. A question or a dispute lands the customer in the NEEDS HUMAN queue with the whole story.
Inside Marketing — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
From demo to quote to signature — one funnel, no gaps
The AI Demo, AI Quoting and Web Forms all hand their leads to Marketing. Each preset knows what happened before: "watched 80% of the demo, asked about pricing twice, quote unopened for 6 days" becomes the next email, not a guess.
- Presets: demo chase, quote chase, web-lead chase
- AI direction in one sentence: "friendly, mention the trade-in offer"
- Every send, open, click and reply on the contact timeline
Escalation to a human, on purpose
A funnel is not a spam cannon. When a lead replies, opens the quote three times or asks a question, the sequence stops and the lead lands in the NEEDS HUMAN queue with the whole story attached — your rep calls a warm customer, not a list.
- Reply = sequence stops, human notified
- Engagement thresholds you set
- Phone call-back can be the last step of any funnel
Measured on the forecast board, not in feelings
Every funnel step shows on the Statistics → Forecast board: which sequence moved which deal, close probability before and after, and the WHY sentence for each change.
- Funnel performance per preset
- Close probability with the WHY
- Export PDF / XLS or schedule the report by email
Available on its own — or inside a solution
Questions, answered
Can customers opt out of a sequence?
Always, in one tap or one sentence, per sequence or entirely. Opt-outs are honored across every channel and recorded on the contact. Every send and every dial also obeys your daily caps in Protection.
Which solution includes it?
Available on its own or inside a solution. Which solution includes what: see pricing.
Try it free on your own business. 7 days. No credit card.
Give it your website. It learns your company. Then call it, chat with it, e-mail it — and decide. Nothing to install, nothing to cancel.
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