Features
Automation tools move data between apps and hand the actual send to a separate paid tool. Optyflo owns that last step — email, WhatsApp and voice are native flow steps, on one bill.
What it does
Each of these is a native step on the canvas, not an integration you pay a second vendor for.
Drag-and-drop canvas with real branching: if/else, multi-condition AND/OR, A/B split, fixed delay, wait until a date, and wait for an event such as a reply or a click. Twelve comparison operators. Version history with restore.
Amazon SES underneath, or bring your own SMTP. Optyflo generates the exact SPF, DKIM (three CNAMEs), DMARC and MX records, resolves each one and reports pass or fail per record with the reason.
Meta WhatsApp Cloud API via embedded signup, so the quality rating stays yours. List approved templates and submit new ones from inside Optyflo. Replies land in the same inbox as email threads.
Outbound calls that play a recording you upload, with press-1 IVR routing a keypress into an automatic follow-up on any combination of WhatsApp, SMS and your own linked WhatsApp number — every channel you tick fires. Available for Indian numbers. Outbound only — not a dialler, no inbound calling.
Registrants sync every minute, live attendance arrives by webhook, no-shows are labelled when the session ends. Steps anchor to the event — T−3 days, T−1 day, T−1 hour, at start, after — and move when the webinar moves.
Contacts, companies, deals, pipelines, tasks and notes. Smart lists and segments. Engagement scoring with hot, warm, cold and dormant bands. One shared conversation thread per contact across email and WhatsApp.
Everything you need
Stop paying for five tools that don't talk to each other. optyflo bundles the full outbound stack.
Drag-and-drop builder, reusable templates, scheduled and drip sends with per-day throttling, plus open, click and unsubscribe tracking on every send.
If-this-then-that without the tangle. Branch on opens, clicks, tags or time — or describe the flow in plain English and let AI build it for you.
Contacts, companies, deals, tasks and notes — wired straight into your outreach, so every reply updates the pipeline automatically.
Email and WhatsApp replies land in one shared thread per contact. Reply from the same screen and trigger follow-up flows as you go.
Send WhatsApp from campaigns and flows using your own number, and track delivery alongside email in the same dashboard.
Registration, reminders, live quizzes and post-event follow-up journeys — including payment recovery flows for paid events.
Embeddable forms (inline, modal, slide-in, exit-intent) and gated downloads that turn visitors into contacts in your list automatically.
Tag contacts from one-click buttons inside the email and let the winning variant of every A/B test pick itself.
Train an AI assistant on your docs and pages, embed it on any site, and watch conversations land in your inbox.
How it works
Import a CSV, capture leads with embeddable forms, or push contacts in via webhooks and the REST API. Duplicates are merged automatically.
Design emails in the drag-and-drop builder or let AI draft them. Schedule campaigns, set up drip sequences, and A/B test subject lines.
Every response lands in the unified inbox. Automations tag, segment, and follow up; deals move through your pipeline as conversations progress.
AI copywriting
Stop staring at a blank compose window. Point the AI at a contact and it drafts a first line, hook and CTA from your own templates, tags and groups — staged as a reviewable draft, never sent until you promote it.
Hey Alex — thanks for joining Tuesday's session, good question at the end.
Noticed you're hiring 12 AEs — most teams that scale that fast end up with fragmented outbound by month 3. We help fix that in a week.
Worth 15 minutes next Tuesday?
Visual automations
Drag-and-drop workflows with real triggers: reply detection, open thresholds, bounce handling, CRM sync. Launch a cadence in 4 clicks.
Unified inbox
Email and WhatsApp replies land in one shared thread per contact, so a conversation reads as a conversation instead of two half-histories.
The math
Most teams stitch outreach together from separate subscriptions — then lose hours syncing contacts between them. Every optyflo module shares one contact list, one inbox, and one bill.
One contact list. One inbox. One subscription — from $29/mo, or pick only the modules you need.
Build your stackLaunch your first campaign in minutes — import contacts, pick a template, hit send. The free plan never expires and needs no credit card.
