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Automations / 4 min

How automations work

A tour of everything Catchdesk can do for you on its own.

Automations are the work Catchdesk does between calls: texting a missed caller back, reminding customers before an appointment, and following up with leads who went quiet. You set the rules once, and they run on their own. Everything lives in two places in the web dashboard.

Find it in
Settings → AutomationsDashboard → Automations
Something happensa call, a booking, a quiet lead
Catchdesk actssends the right text at the right time
You stay in controlwatch it in Today, stop it anytime

Every automation respects your texting hours and stops the moment a customer replies, books, or opts out.

  1. 1

    The quick toggles

    In the web dashboard, go to Settings, then Automations, for the on/off switches: booking confirmations, missed-call recovery, and how booking changes are approved.

  2. 2

    The Automations page

    Open Automations from the main menu for the deeper tools, organized in tabs: Today, Follow-ups, Texting hours, Questions, Text shortcuts, and Caller details.

  3. 3

    Watch it run

    The Today tab shows every follow-up in progress: who is in it, the next message, and anything that needs you.

Notes

  • Nothing sends outside your texting hours, and a customer who replies, books, or opts out is removed automatically.
  • New to this? Start with missed-call recovery and appointment reminders. They give the fastest payback.