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Lead Intelligence · Growth

AI agent that replies to leads with the right next step

An AI agent reads a lead’s message and responds with a tailored next step — a booking link, a resource, or a rep intro — then records what it decided in the CRM.

Fluent FormsFluent Forms AI AgentAI Agent EmailEmail FluentCRMFluentCRM SlackSlack
~8 min setup used by 497 sites
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How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Fluent Forms → AI Agent → Email
5 steps
Fluent Forms
TRIGGER
Fluent Forms · New Form Submission
The workflow starts automatically when a new form submission is received in Fluent Forms. FlowMattic captures that data for the steps below.
AI Agent
ACTION
AI Agent · Execute Agent
An AI agent reads the incoming data and decides what to do on its own, choosing from its tools (Email, FluentCRM) to complete the task. Connect an AI provider on import.
Email
TOOL
Email · Send Email
A tool the AI agent can call — Email — send an email using built-in WP mail function or custom SMTP. The agent uses it only when the task needs it; connect your Email account on import.
FluentCRM
TOOL
FluentCRM · Add Note to Contact
A tool the AI agent can call — FluentCRM — adds a note to an existing contact in FluentCRM. The agent uses it only when the task needs it; connect your FluentCRM account on import.
Slack
ACTION
Slack · Send Channel Message
Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Keep exploring

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