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Workflow Builder · Visual Canvas

Marketing automation that scales without hiring.

Visual drag-and-drop workflow builder that triggers SMS, emails, calls, tasks, and integrations based on any customer behavior. Reclaim 20+ hours a week.

How it works

How one customer action becomes a campaign.

Each step is configurable, branchable, and measurable.

1
📣

Event fires

Form submit, tag added, appointment booked, payment

2
🧠

AI decides

Routes based on lead score, source, time, behavior

3
📤

Action runs

Send SMS, email, call, create task, update CRM

4
⏱️

Delay/wait

Wait hours, days, weeks between actions

5
🔀

Branch

If/then logic based on reply, click, purchase

6
📊

Measure

Track every step for open, click, reply, conversion

Real workflows

Three sequences that run themselves.

Built by actual customers and running right now.

Example 1

New Lead Welcome

Form fill → 60s SMS + welcome email → 24hr follow-up SMS → Day 3 call task to rep

Example 2

Missed Appointment

Appt missed → instant SMS reschedule link → 2hr email + reminder → Day 2 reactivation sequence

Example 3

Birthday Campaign

Birthday trigger → Branded gift email at 9am → 3hr later SMS with coupon → Auto-follow-up if clicked

Metrics that matter

What automating the follow-up gives back.

20+
hrs saved/week
72%
Faster follow-up
3×
More conversions
$0
Per contact
05 · Proof

127 businesses. Four industries. One platform.

Real results from real operators — mortgage brokers, dentists, lawyers, and service business owners across the US.

★★★★★

The AI receptionist booked 14 appointments in my first week without me lifting a finger. This is pure revenue I wasn't seeing before — and it never sleeps.

Marcus Johnson
Marcus JohnsonMortgage Broker
★★★★★

We went from 23 Google reviews to 187 in 90 days. Our practice moved from page 3 to #2 in local search. Game over for the competition.

Dr. Sarah Miller
Dr. Sarah MillerDentist
★★★★★

After-hours calls used to go to voicemail. Now the AI answers every one, qualifies the case, and books a consult. Booked 11 new clients last month from calls I would've missed.

Robert Chen
Robert Chen, Esq.Personal Injury Attorney
★★★★★

Summer rush used to bury us in missed calls. TheBigBot answers every single one, books the appointment, and dispatches the tech. Revenue up 34% this quarter.

Tom Bradley
Tom BradleyOwner
★★★★★

The patient recall campaign alone filled 47 empty chair slots in month one. The ROI paid for a full year of the platform inside 30 days.

Linda Martinez
Linda MartinezPractice Manager
★★★★★

Database reactivation woke up $2.1M in dormant prospects. My pipeline doubled. My assistant thinks I hired four new people — I just flipped one switch.

David Anderson
David AndersonLoan Officer
★★★★★

I switched from GoHighLevel and cut my tech stack in half. The AI intake is night-and-day better — conversions up 62% on paid traffic.

Patricia Wolfe
Patricia Wolfe, Esq.Managing Partner
★★★★★

Storm season used to drown us. Now the AI qualifies emergency vs. routine jobs, dispatches crews, and follows up on every quote. Closed 78% more roofs this year.

James Washington
James WashingtonOwner
Powering businesses across
Mortgage
Dental
Legal
HVAC
Fitness
Roofing
Salons
Setup · 3 steps

Automations your team can read, not just run.

The workflows arrive prebuilt for your industry, and the canvas stays readable when you edit them.

01

Start from a prebuilt flow

Speed to lead, no-show recovery, review requests and reactivation ship ready to run, so day one has working automation.

02

Branch on real behaviour

A reply, a page visit, a booked appointment or a paid invoice can send a contact down a different path.

03

Watch it in production

Every contact shows the exact step it is on, so a workflow that stalls is visible instead of silent.

FAQ · Questions

Things people ask.

How complex can workflows get?
+
As complex as you want. Nest conditions, loop back, run in parallel, wait for external webhooks, and call custom APIs. We have customers running 200-step workflows.
Is there a workflow template library?
+
Yes. 100+ prebuilt workflows for mortgage, dental, legal, and service businesses — ready to activate in one click.
Can workflows call my external APIs?
+
Yes. HTTP webhook nodes let you POST/GET to any URL with custom headers and authentication. Full Zapier + Make.com support too.
What happens when workflows fail?
+
Every failed step is logged with the error. You can configure retries, alerts, and fallback actions. The system never silently drops a task.
What can trigger a sequence?
+
A form submission, a tag being added, an appointment booked, a payment taken — any customer action the system sees can start a sequence.
Can it wait days between steps?
+
Yes. Wait steps hold for hours, days or weeks, so a follow-up sequence can run for a month without anyone remembering to send anything.
Can it branch on what someone did?
+
Yes. If/then branches split the sequence on whether the person replied, clicked or purchased, so people who already converted stop being chased.
What can I measure?
+
Every step reports opens, clicks, replies and conversions, so you can see which message in a sequence is doing the work and which one is dead weight.
Do I have to build automations myself?
+
No. Industry workflows are installed during onboarding and already running when you log in. You edit them rather than start from an empty canvas.
Can it talk to tools outside TheBigBot?
+
Yes. There are native integrations, plus Zapier, Make and plain webhooks for anything else, so a workflow step can call another system.
What happens if someone replies mid-sequence?
+
The reply removes them from the automated track and hands the conversation to your team, which keeps a real conversation from colliding with a scheduled message.

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