Private BetaInvite only. 3 spots daily.

Business Automation

Automate the next step after every customer interaction.

Kestrel Workflows connects your voice agent, AI chat, contact forms, profile activity, and call intelligence to the actions your business needs next: leads, alerts, follow-ups, webhooks, and executive digests.

Workflow Command Center
Live
Contact form submitted
CRM lead created
AI chat lead captured
Lead qualified
Call completed
Summary generated
Negative sentiment detected
Owner alerted
Daily schedule reached
Digest sent
Webhook delivered
CRM synced

Customer signals are only valuable if your business acts on them.

Most businesses collect calls, chats, forms, and profile activity, but the next step still depends on someone remembering to follow up. Kestrel Workflows closes that gap.

Website inquiries sit cold

Long chats disappear without follow-up

Call summaries do not become tasks

Negative customer signals reach leadership too late

Operators lack a single view of what needs action

Simple automation. Built around your customer journey.

Trigger → Condition → Action → Outcome

Trigger

Contact form submitted

Example:
Company field exists
Sales follows up faster

Condition

Sentiment is negative

Example:
Call intelligence generated
Issue handled before escalation

Action

Create follow-up task

Example:
Chat exceeds 10 messages
No high-intent visitor lost

Outcome

Send activity digest

Example:
Daily schedule reached
Leadership sees demand patterns

Workflow templates for the moments that matter.

Start with Kestrel's built-in workflow templates, then customize actions, thresholds, and setup requirements as your operation matures.

Available
Lead Capture

New Contact Submission Lead

Trigger:Contact form submitted
Action:Create CRM lead

Turn website inquiries into tracked leads automatically.

Available
Lead Capture

High Priority Contact Alert

Trigger:High-priority contact submission
Action:Send owner alert

Surface urgent opportunities before they go cold.

Available
Lead Capture

UTM Lead Tagging

Trigger:Contact form submitted
Action:Tag by source/referrer

Understand which channels are driving real demand.

Available
AI Chat

New Chat Lead

Trigger:New chat session / visitor details captured
Action:Create chat-sourced lead

Convert website conversations into pipeline.

Available
AI Chat

Long Chat Follow-Up

Trigger:Chat exceeds message threshold
Action:Create follow-up task

Do not lose high-intent visitors after long conversations.

Available
Call Intelligence

Post-Call Follow-Up Tasks

Trigger:Call intelligence generated
Action:Create follow-up task

Turn call action items into work your team can execute.

Available
Call Intelligence

Negative Sentiment Alert

Trigger:Negative call sentiment detected
Action:Send owner alert

Catch customer issues before they become churn or bad reviews.

Available
Profile Analytics

Daily Profile Digest

Trigger:Scheduled daily workflow
Action:Send activity digest

Give operators a daily view of profile activity, chats, calls, and leads.

Requires Setup
Integrations

Post-Call Webhook

Trigger:Call intelligence generated
Action:Send webhook payload

Push Kestrel intelligence into your CRM or workflow stack.

Preview, test, and control every workflow.

Negative Sentiment Alert

Call Intelligence

Enabled
Trigger
Call intelligence generated
Condition
Sentiment is negative
Action
Send owner alert
Dry run: passed

Execution Preview

Lead created
Owner alerted
Follow-up task created
Webhook delivered
Daily digest scheduled
Dry-run before enabling
Prerequisite checks
Execution logs
Deduplication

Automation that compounds across your front office.

Faster lead response

Respond to leads in seconds, not hours

Cleaner handoff from AI to humans

Seamless transition with full context

Less manual admin work

Automate repetitive follow-up tasks

Better visibility into demand

See all customer signals in one place

More value from every call and chat

Extract intelligence from every interaction

Stronger owner/operator control

Executive oversight of all operations

Need workflows tailored to your operation?

Kestrel Support Packages help businesses configure workflows, tune automations, connect webhooks, customize lead rules, and build operational playbooks around their real customer journey.

Installation Package

Complete Kestrel setup including phone number configuration, AI agent training, calendar integration, and workflow configuration. Perfect for businesses launching their AI voice operations.

One-time$850
3 months$1,485
Get Started

Workflow Setup Package

Advanced workflow configuration including custom automation rules, CRM integration, webhook setup, lead scoring, and executive digest configuration. For businesses ready to scale automation.

One-time$5,500
3 months$9,850
6 months$14,850
12 months$24,750
Get Started

Built for the work that happens after the conversation.

Service business

Convert missed or urgent demand into follow-up tasks

Sales team

Turn chat and form activity into leads

Owner/operator

Receive alerts on negative sentiment and high-priority submissions

Executive

Get scheduled digests across calls, chats, forms, and profile activity

Turn customer signals into business action.

Use Kestrel Workflows to automate the next step after every call, chat, form, and profile interaction.