Business workflows

Less chasing.
More moving.

Connect inquiries, bookings and follow-up, so your team can focus on the next step.

PraxenWORKFLOWS
▣ Inbox▦ Calendar◉ Contacts⌘ Workflows☑ Tasks

Inbox

All Unread Messages
01
New inquiry

Can I book a consultation?

2m
02
Service request

Interested in your services

5m
03
Booking question

What times are available?

8m
04
Follow-up

Ready for the next step

12m
✉
New inquiry

Can I book a consultation?

✦
Reply prepared

Thanks for reaching out.
Which day works best?

▦
Booking request

Check availability
Confirm the details

☑
Team follow-up

Assign the next step
to the right person

Workflow demo

See how the next step connects.

One inquiry. A clear path forward.

  1. 01

    Inquiry arrives

    ✉   New inquiry
    From   Website visitor

    Can I book a consultation?

  2. 02

    Reply prepared

    ✦   Reply ready

    Thanks for reaching out. We'd be happy to help you book a consultation.

    Prepared for review
  3. 03

    Appointment

    ▦   Check availability
    9:00 AM10:00 AMProposed11:00 AM12:00 PM
  4. 04

    Reminder

    ♧   Appointment reminder

    A friendly reminder about your upcoming consultation.

    According to agreed rules
  5. 05

    Staff follow-up

    ✓   Next task

    ☑ Review inquiry

    □ Confirm details

    □ Prepare for call

    □ Add follow-up notes

Start with a task you repeat.

9:41 ● ▰
☎   Missed call

How can we help?

Hi! I'm interested in booking a consultation.

Type a message… ➤

Missed-call text-back

Give callers a clear way to continue the conversation.

Explore this workflow →
Appointment24Availability confirmed first
◉ Booking reminders

Consultation

✓ Confirm booking details

✓ Agree reminder timing

✓ Keep your team informed

Booking reminders

Keep upcoming appointments and reminders connected.

Explore this workflow →
Follow-up checklist ☑

☑ Review the request

□ Confirm the next step

□ Assign to a team member

□ Add notes after the call

Clear ownership. A useful next step.

Follow-up that keeps moving

Organize the next task and route it to your team.

Explore this workflow →

Simple monthly plans

Choose your starting point.

A clear scope, with ongoing support built in.

Capture

Respond to new inquiries and keep leads organized.

$297/month

Plus $997 one-time setup

USD · One business location

  • AI website chat and SMS
  • Missed-call text-back
  • One booking calendar
  • One lead pipeline
  • Basic follow-up
  • Monthly reporting

Voice receptionist is not included.

Choose Capture

Scale

Coordinate more follow-up across your business.

$997/month

Plus $2,497 one-time setup

USD · One business location

  • Everything in Convert
  • Customer reactivation
  • Advanced follow-up
  • Up to three agreed custom workflows
  • One supported integration
  • Monthly optimization meeting
Choose Scale

What to know before you start

Every plan covers one business location and includes platform access and the specified AI service. Phone, SMS, email and other metered usage cost extra. Applicable rates are confirmed before activation.

Additional locations and complex integrations are quoted separately. Support and change-request scope are defined in your proposal. We’ll confirm the fit, supported systems and final scope with you before activation.

Requesting a quote does not start a subscription or take payment.

Need one focused service? Explore standalone AI agents → We’ll avoid duplicating capabilities already included in your automation plan.

From everyday task to connected workflow.

01

Choose one workflow

Tell us what slows your team down.

02

Connect & configure

Agree the systems, scope and rules.

03

Test & refine

Review realistic cases before activation.

A few things
you might be
wondering.

Can I keep the tools I already use?

We start with your existing tools. Connections depend on supported systems, available access and the agreed scope. We'll confirm compatibility before activation.

What costs extra?

Phone, SMS, email and other metered usage cost extra, with rates confirmed before activation. Additional locations and complex integrations are quoted separately. Support and change-request scope are defined in your proposal.

When does my team review the next step?

We agree the permissions, review points and exception handling before activation. Your team reviews uncertain answers, sensitive decisions and any commitments outside the agreed workflow rules.

Which plan is right for my business?

Capture focuses on inquiries and basic follow-up. Convert adds an inbound AI receptionist, reminders and review requests. Scale adds customer reactivation, advanced follow-up, up to three agreed custom workflows and one supported integration. We can help you choose based on your needs.

What could your
team stop chasing?

Choose a plan, or ask us where to start.

Contact form temporarily unavailable. Nothing is submitted or sent.

Your starting point

Prepare your workflow brief.

Save a short brief for your strategy conversation. This stays in your browser until you download it; it is not submitted to Praxen.

Please do not include patient information or other sensitive data.