Automations
A next step.
Already in motion.
Follow up with customers, route work and remind your team. Combine flexible workflows and connected tools with AI replies and custom fields powered by Kite.
Try Pro for 14 days. See plans.
Follow up while you focus.
Keep the next step moving when a new lead arrives, a customer goes quiet or a date comes around.
Work from the whole thread.
Use customer details, source, campaign, stage and activity to decide which path makes sense.
Keep the team in the loop.
Assign an owner, set a task or send a notification, with the customer’s history beside the work.
Start simply.
Build the workflow you need.
An automation is a trigger and a sequence of steps. Add the conditions, timing and handoffs that fit your team.
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Start with the right signal.
Trigger from events such as a new lead or reply, a contact date, segment membership or someone adding a contact by hand.
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Choose the right path.
Add conditions and if/else branches. Check the channel, source, campaign, stage, opening hours or contact fields.
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Give people time.
Wait for a period, a time of day or an event. Choose stop rules so the next step reflects a reply or a closed thread.
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Keep the work connected.
Send messages, assign threads, create tasks, add notes or tags, change fields, snooze, close or reopen a thread.
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Reach your other systems.
Send a webhook or call an approved action through an MCP connection. Your connections and their permissions decide what is available.
Messages in your brand.
Use a saved reply, personalize a message or send a published email design. Marketing and automation share the same design library.
Explore email designs
Kite AI + automations
Put Kite AI to work.
Bring together the steps you configure and Kite’s AI capabilities. Answer customers, keep useful details up to date and connect the systems your team relies on.
AI replies, in your voice.
Let the Kite responder answer from your knowledge, catalog and opening hours. Choose its channels, when it answers and when it hands the thread to your team. Use it as a step in your workflow, too.
Custom fields that fill themselves.
Ask Kite to find useful details in customer messages, team notes and call summaries. Enable background fills a few minutes after new messages, and use the saved values in your automation conditions.
MCP connections that do more.
Let Kite look up information using tools you approve for customer replies. Add approved actions from a connected MCP server as workflow steps, with the inputs you choose.
Start with a request to Kite in chat, too. Ask it to help prepare an automation, then review its proposed changes before approving them in the app.
Meet Kite AIAI features use your shared allowance and the switches your business has enabled.
A useful starting point.
Ready to make your own.
Pick a ready-made automation, then check the wording, timing and audience before publishing it.
An after-hours hello.
Reply when your location is closed, with the wording and opening hours you choose.
A lead that needs attention.
Notify the owner, follow up if the lead goes quiet and create a call task when it is time for a person to step in.
A missed appointment.
Offer to rearrange after an appointment is marked as missed.
A customer you have not heard from.
Set a check-in task when an open thread has been quiet for a while.
Check the path.
Keep the controls.
See what would happen for a contact before you publish. Once it is live, follow the run and understand where it stopped.
- Save a draft and preview it with a contact.
- Set stop conditions and rules for repeat entry.
- Pause one automation or pause them all.
- See starts, finishes, replies and messages sent, with the steps and exit reasons.
- When publishing changes, choose how existing runs move to the new version.
Your questions, answered.
What to know before you put a workflow to work.
Explore plans and pricing →Do I need to write code?
No. Choose a trigger, add conditions and arrange the steps in Threadkite’s automation builder. Start with a ready-made automation or build your own. Webhooks and connected tools are available when you need an integration.
Can I test an automation before it sends anything?
Yes. Save it as a draft, choose a contact and use “Show what would happen” to preview its path. Check the steps, wording and timing before publishing and switching it on.
Can a reply stop the automation?
Yes. Choose stop-early conditions, such as a customer reply, a team reply or a closed thread, and decide how often the same contact may enter. You can pause an individual automation or pause them all.
How does Kite AI work with automations?
Kite powers the AI responder and can automatically fill contact fields from messages, notes and call summaries. Use the responder as a workflow step and the field values in conditions. Connected MCP tools can provide information for customer replies when approved for that use; approved write actions can run as configured automation steps. You can also ask Kite to help prepare an automation in chat, where proposed changes need your approval.
How do marketing messages work in automations?
Classify each message as transactional or marketing. Marketing messages use a topic and follow the applicable consent, send-window and contact-frequency rules. You can send a published email design from an email step. Designed emails use the brand of the thread’s location.
Which plan includes automations?
The out-of-hours reply is available on every plan. Building other automations requires Pro, which you can try during your 14-day trial. Managers and above can create and change them. Channel and AI usage charges or allowances still apply.
Let the follow-up flow.
Try the automation builder with your team during your Pro trial.