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Customer Experience

Replace repetitive discovery conversations.

Start projects faster with structured, conversational discovery.

Launch This Conversation
Latency180ms
Voice Logic
Smart Branching
Instant Insights
auraforms.app

“Aura AI is listening...”

Voice Processing Active

Conversation WorkflowClient Onboarding Conversation
Deploy System
How the system works

From customer request
to the right next step

Aura runs this business system end to end: capture intent, evaluate decisions, trigger automation, and complete next steps without manual handoffs.

Stop asking the same 10 questions on every kickoff call. This system collects all requirements, files, and preferences upfront so your first meeting is about strategy, not data entry.

What happens after the conversation

Aura can assign priority from selected answers, send a consistent or personalized follow-up, notify the right team member, and clearly flag high-priority conversations in the dashboard.

After the conversation you can

  • Assign priority based on answers
  • Trigger static follow up emails
  • Send dynamic emails using response fields
  • Generate AI personalized emails from a custom prompt
  • Instantly notify your team

Business
outcomes

What this workflow is designed to improve for the business and its customers.

Shorten project kickoff times by 50% with pre-collected data.

Improve client delight with a professional, concierge intake experience.

Centralize project requirements in Sheets before the work begins.

How the workflow moves

01

Section-based conditional logic adapts to the client's project type.

02

File and asset capture allows for brand and document collection.

03

Optional booking continuation sets the official kickoff date.

04

Data is synced to internal documentation tools automatically.

Configure System

Everything needed
to keep work moving

Give customers a clear experience while the system keeps routing, data, and follow-up connected.

Quick customer response

Keep text and voice conversations moving without making customers wait.

Private customer data

Protect the information customers share across voice and text experiences.

Smarter next steps

Change the path based on intent and answers, not just a fixed sequence.

Clear performance insights

See where customers continue, complete, or leave the experience.

Where this
workflow fits

See how the same business outcome can support related industries.

Explore all industries

Creative Agencies

Collect brand assets and project goals during kickoff.

View industry

B2B Services

Structure enterprise requirements before the first call.

View industry

Build Your
Customer Experience Strategy

Join trusted teams using customer conversation workflows to run real business work.

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Aura Forms

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