Vaylo Automate
Vaylo Automate applies AI to specific, well-defined jobs — qualification, drafting, summarizing, routing, monitoring — with the guardrails your business requires. You choose and connect the underlying providers; Vaylo orchestrates the work.
Who it's for
Teams losing hours to repetitive work — and leads to slow or inconsistent follow-up — who want automation with clear human control.
What it includes
- Lead capture from forms, ads, calls, chat, imports, and APIs
- Enrichment, deduplication, and configurable lead scoring
- Routing by territory, product, availability, or rules
- AI-drafted email and SMS follow-up with human approval
- Call, message, and history summaries
- Pipeline exception monitoring and dormant-lead reactivation
Common starting situations
- New leads wait hours (or days) for a first touch
- Follow-up depends on whoever remembers
- Reps spend evenings on data entry and notes
AI with a job description
We don't sell 'AI-powered' as a slogan. Each automation has a defined trigger, the data it may use, the action it proposes, and where a person reviews or approves. Deterministic steps stay deterministic; AI is used where judgment or language genuinely helps.
Your providers, your accounts
A tenant can connect its own Claude API key, Twilio account, RingCentral account, Google Workspace tenant, or an approved alternative. The provider bills you directly; Vaylo applies your guardrails and orchestrates the workflow.
Human control
Outbound messages, record changes, and routing decisions can require approval. Every AI action shows its source data, the provider connection it will use, and its approval state before anything leaves the building.
See how this connects to the rest of the system on the platform tour, or review how an engagement works.
Ready to map your workflow?
Start with the CRM Blueprint or request a scoped proposal — either way, discovery comes before any commitment.