Automations & AI Agents

Setting up an automation with Wrapstart AI

You can build an automation step by step, or just describe what you want in plain English and let Wrapstart AI build it for you. This walkthrough does both — ending with automated SMS reminders that fire after a quote goes out.

Interactive demo

Follow along, click by click

This is a real walkthrough of Wrapstart, not a video. Click through it at your own pace — nothing here affects your account.

Interactive walkthrough Demo coming soon

Click through the demo at your own pace — no account needed.

What this covers

  • Describing the automation you want and letting Wrapstart AI build it
  • Choosing the trigger — what event starts the automation
  • Adding the action, including an SMS that goes out on your behalf
  • Setting the timing and delay between steps
  • Reviewing, adjusting and turning the automation on
Start with AI

You don’t need to know the builder to get a working automation. Describe the outcome you want in plain English — “text anyone who got a quote two days ago and hasn’t replied” — and adjust what Wrapstart AI hands back.

Before you send texts

Automated SMS to US customers requires A2P 10DLC registration on your number. See the A2P 10DLC guide first.

Related

Quotes & InvoicingHow to send a quote CRM & LeadsHow to use the lead system
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