Documentation
Everything ReplyFlow does
Every feature explained in plain English — how it works, how to use it, and how to get the most out of it.
How ReplyFlow works
ReplyFlow is your AI receptionist for inbound leads. It replies to every new enquiry within about 60 seconds, holds a natural email conversation, books calls straight into your Google Calendar, and hands you a briefing before every call — all without you lifting a finger.
The journey of a lead
Every lead follows the same simple path. Someone fills in your public enquiry form or emails your business inbox. Within a minute, ReplyFlow sends a personalised, human-sounding reply written by AI, using everything it knows about your business.
From there the AI keeps the conversation going for as many turns as it takes — answering questions, handling objections, and steering towards a booked call. When the lead is ready, it books the call directly: the time goes into your Google Calendar with a Meet link, the lead gets a confirmation email, and you get an AI-written pre-call brief summarising who they are and what they want.
If a lead goes quiet, ReplyFlow nudges them automatically with follow-up emails at 48 and 96 hours (Pro). If they never respond, the lead is marked as lost so your pipeline stays honest.
Starter vs Pro
Starter gives you the core engine: instant AI first replies, lead scoring, the full leads pipeline, booking page, calendar, inbox, knowledge base, and approval mode.
Pro unlocks the full automation suite: ongoing AI conversations after the first reply, automatic follow-ups at 48 and 96 hours, broadcast emails, the email template editor and automations, the dashboard assistant, CSV export, reply-speed analytics, UTM campaign analytics, and removal of the "Sent via ReplyFlow" footer from your emails.
You can upgrade at any time from Settings → Subscription — the change takes effect immediately and is prorated.
Capturing leads
Leads reach ReplyFlow two ways: through your branded public enquiry form, or by emailing your business inbox directly. Both feed the same AI engine.
Your public enquiry form
Every account gets a hosted, branded enquiry form with your services listed in a dropdown. Share the link anywhere — your website, social bios, ad campaigns — or embed it directly in your site using the embed code from Settings.
When someone submits the form, the lead is saved instantly, you get a notification, and the AI sends its first reply within about a minute.
How to use it
- 1Find your form link and embed code in Settings.
- 2Add, remove, or reorder questions in Customisation → Form Fields.
- 3Keep your services list up to date in the onboarding settings — the form dropdown and the AI both use it.
Get the most out of it
- Add UTM parameters (utm_source, utm_medium, utm_campaign) to your form links in ads and emails — ReplyFlow records them per lead so you can see which campaigns produce leads that actually book (UTM analytics is a Pro feature).
- Keep the form short. Name, email, and service interest are enough — the AI collects the rest in conversation, which converts better than a long form.
Custom form fields
The Form Fields tab in Customisation lets you add your own questions to the public form — text answers, dropdowns, and more. Answers are stored with the lead and shown in the lead detail panel, so you and the AI both have the context.
Get the most out of it
- Ask one qualifying question that matters to your pricing or fit — for example "What is your budget range?" — and the answer will be visible on every lead card before you ever speak to them.
Email-in leads (inbox watcher)
ReplyFlow also watches your business inbox. Every ten minutes it scans new incoming email and uses AI to decide what each message is. Genuine enquiries become leads and get an instant AI reply, exactly as if they had come through your form.
Messages that clearly are not leads — newsletters, receipts, spam — are left alone and marked "Not handled" in your inbox view. Anything the AI is unsure about is forwarded to your personal inbox with a [HANDOFF] prefix so you can deal with it yourself; if you reply, ReplyFlow relays your answer back to the sender.
Get the most out of it
- Set your official inbox email in Settings so handoffs reach the right place.
- Check the "Not handled" badge occasionally — if a real lead was skipped, reply to it manually from the Inbox and the conversation continues from there.
The AI Brain
The Brain is the conversational engine behind every reply. It reads the full conversation history, your knowledge base, your live availability, and your instructions — then writes the next message and decides what action to take.
Unlimited conversations
ReplyFlow is not a two-message autoresponder. After the first reply, the Brain keeps responding for as many turns as the conversation needs — answering questions, qualifying, and moving towards a booking. Every message in and out is stored on the lead, so you can read the whole thread in the lead detail panel.
Behind the scenes, each incoming message is classified by intent — is the lead asking a question, proposing a time, objecting to price, asking for a human, or asking to be left alone? The Brain routes each intent to the right behaviour.
Shaping how it speaks (Customisation)
The Customisation page under Agent is where you shape your AI’s personality and behaviour — no prompt-writing required, just pick from options. Choose the booking method (send a booking link, or negotiate and close the time directly in the email thread), the tone of voice, the level of formality, and how long replies should typically be.
You also control its abilities — what the agent is allowed or instructed to do — and its handoff triggers: the situations where the AI should stop replying and leave the conversation waiting in your inbox for you to handle personally.
How to use it
- 1Open Agent → Customisation.
- 2Pick your booking method, tone, formality, and response length.
- 3Tick the abilities you want on, and the handoff triggers where a human should step in.
- 4Save, then try it immediately in Test Agent before real leads see the change.
Get the most out of it
- Set handoff triggers for anything with real stakes — complaints, refund requests, complex custom quotes. The AI simply goes quiet on those threads and leaves them for you, which is always safer than a confident wrong answer.
Knowledge Base
The Knowledge Base is everything the AI knows about your business. Add documents, FAQs, custom instructions, an agent persona, or scrape pages straight from your website. Every active entry is injected into the AI’s context on every reply.
There is also an AI-generated business summary — a condensed overview of your business the AI writes for itself — which you can regenerate whenever your offering changes.
How to use it
- 1Open Agent → Knowledge Base.
- 2Add an entry: pick a type (document, FAQ, instruction, persona, or website), give it a title, and paste the content.
- 3Use the website option to pull in your site’s copy automatically.
- 4Toggle entries off rather than deleting them if you might want them back.
Get the most out of it
- The single biggest quality upgrade: add an FAQ entry for every question leads actually ask you. Real questions with your real answers beat generic marketing copy every time.
- Keep entries focused — five short, specific entries work better than one giant document.
Taking over, opt-outs, and handoffs
You are always in control. Open any lead and flip the human take-over toggle — the AI immediately stops replying to that lead and the conversation is yours, in the Inbox or your own email client.
If a lead asks to stop being contacted, the Brain recognises it and marks them opted out — no further AI emails, ever, including follow-ups. And when a conversation hits one of your handoff triggers, the AI stops replying and the thread simply waits in your inbox for you — nothing is forwarded, nothing is guessed.
Booking calls
Bookings are the whole point. ReplyFlow books calls two ways: directly inside the email conversation, and through your public booking page. Both check your real availability and land in Google Calendar with a Meet link.
Booking inside the conversation
When a lead names a time — "Tuesday at 2 works for me" — the Brain understands it, checks your availability, and books the call on the spot. The lead gets a confirmation email, your Google Calendar gets the event with a Meet link, and the AI confirms warmly in the same thread.
If the requested slot is taken, the AI proposes the two or three nearest open alternatives instead of sending the lead away to a booking page. If you have no availability configured, it falls back to sharing your booking link.
Get the most out of it
- Keep your weekly availability accurate — direct booking is only as good as the hours you’ve given it.
Your public booking page
Every account gets a hosted booking page with your branding: logo, accent colour, headline, and your choice of meeting types. Leads pick a time from live availability — time zones handled automatically — and confirm in a couple of clicks.
Customise the whole page in Customisation → Booking Page: display name, logo, colours, headline, which sections appear in what order, and any extra questions to ask at booking time.
Get the most out of it
- Add one custom question to the booking form like "What would you like to get out of the call?" — the answer feeds straight into your AI pre-call brief.
- If you already use an external scheduler like Calendly, you can set a booking link override and ReplyFlow will send that link instead.
Availability & overrides
Set your recurring weekly hours in Calendar → Availability — the days and times you take calls. For one-off changes (holidays, a blocked afternoon, an extra Saturday), add date-specific overrides.
ReplyFlow also checks your Google Calendar for existing events before offering any slot, so you can never be double-booked — even by events ReplyFlow didn’t create.
How to use it
- 1Open Calendar → Availability.
- 2Set start and end times for each working day.
- 3Add an override for any specific date you’re away or working different hours.
Pre-call briefs & calendar sync
Every booking triggers an AI-written pre-call brief: who the lead is, what they asked about, key points from the conversation, and what they want from the call. It’s emailed to you and attached to the booking in your dashboard — read it in the two minutes before you join.
You can also subscribe to your ReplyFlow bookings from any calendar app using the iCal feed in Settings.
Follow-ups & automation settings
Most leads don’t reply to the first email — the money is in the follow-up. ReplyFlow chases silent leads for you automatically.
Automatic follow-upsPro
If a lead hasn’t replied 48 hours after the AI’s message, ReplyFlow sends Follow-up 1 — a gentle, personalised nudge in the same thread. If there’s still silence at 96 hours, Follow-up 2 goes out and the lead is marked as lost.
Follow-ups use the same voice you configured in Customisation, so they sound like the rest of the conversation. Leads who opted out or that you’ve taken over are never chased.
Get the most out of it
- Make Follow-up 2 a genuine "closing the file" message with one final easy call to action — it routinely revives leads who meant to reply and forgot.
Single email round mode
If you prefer a lighter touch, single email round mode puts your booking link straight into the very first reply and skips the automated back-and-forth. Starter accounts always work this way; Pro accounts can choose either style.
Approval mode
Not ready to let the AI send unsupervised? Approval mode holds every AI-written reply as a draft until you approve it.
How it works
With approval mode on, nothing is sent automatically. Each time the AI drafts a reply — first contact, mid-conversation, or follow-up — you get a notification with the full draft. Approve it and it sends exactly as written; discard it and nothing goes out.
You can approve from two places: the one-click link in the notification email (valid for 48 hours), or the approval banner on the lead in your dashboard.
How to use it
- 1Turn approval mode on or off in Settings → Automations.
- 2When a draft arrives, read it in the notification email or on the lead’s detail panel.
- 3Click Approve to send, or Discard to drop it.
Get the most out of it
- Run approval mode for your first week or two. Once you’ve watched the AI handle twenty real leads the way you would, switch it off and let it run at full speed — speed-to-lead is the metric that converts.
Managing leads
The Leads page is your pipeline. Every enquiry lives here with its full conversation, score, status, and history.
The pipeline: table & Kanban
Leads move through five statuses: New (just arrived) → Contacted (AI has replied) → Qualified (they replied back) → Booked (call scheduled) — or Lost (went quiet or declined). Statuses update automatically as the AI works, and you can change them by hand at any time.
View your pipeline as a filterable table or a drag-and-drop Kanban board — the toggle is at the top of the Leads page and your choice is remembered. In the table, filter by status with the chips across the top; on the board, drag a card between columns to change its status.
Get the most out of it
- Pro accounts can export the full lead list to CSV — useful for importing into a CRM or running your own analysis.
Lead scoring
When a lead replies, the AI scores them 1–10 on reply speed, message quality, how specific they are about a service, and engagement signals — with a written explanation of the score. Green badges (7+) are hot, amber (4–6) warm, red (1–3) cold.
Get the most out of it
- Sort or scan by score when you’re short on time — ring the greens first. The reasoning line tells you why a lead scored high before you even open the thread.
The lead detail panel
Click any lead to open the detail panel: the full email conversation, score and reasoning, custom form answers, collections, notes, the AI pre-call brief once a call is booked, and a complete activity log of everything that happened — every AI reply, follow-up, status change, and booking, with timestamps.
This is also where the human take-over toggle lives, and where any pending approval drafts appear.
Collections
Collections are folders for your leads. Some you create yourself; some ReplyFlow builds automatically as leads come in.
Automatic collections
ReplyFlow automatically sorts every lead by the service they asked about. Enquire about "Life Coaching" and the lead joins the "Life Coaching — Enquiries" collection; book a call and they also join "Life Coaching — Booked". You never have to file anything.
Manual collections & segmentation
Create your own collections for anything — "VIP prospects", "Spring campaign", "Past clients" — with a colour of your choice, and add leads from the detail panel. You can also import leads into a collection from a file, and the AI will parse it for you.
Collections really pay off with Broadcast: target a broadcast email at one or more collections and it goes only to those leads.
Get the most out of it
- Build a "Warm — didn’t book" collection of qualified leads that never scheduled, then broadcast them a monthly offer. It’s the cheapest pipeline you have.
Inbox & Broadcast
The Inbox is your business email, inside the dashboard. Broadcast lets you email many leads at once — personalised for each one.
The Inbox
A two-panel email client synced with your business Gmail: Received, Sent, and Unread tabs on the left, the open message on the right. Compose new emails, reply in-thread, and sync manually any time you don’t want to wait for the automatic refresh.
Emails the inbox watcher chose not to handle are shown with a "Not handled" badge so you can see exactly what the AI skipped and why.
BroadcastPro
Broadcast sends one email to many leads — each copy personalised with merge tags. Write your message (or use an email template), pick your audience (all active leads, or specific collections), and send. Duplicate addresses are removed automatically and every recipient gets an unsubscribe link.
Merge tags like {{first_name}}, {{service}}, and {{booking_link}} are replaced per-lead at send time. You can give any tag a fallback — {{first_name|there}} — so nobody ever receives an email with a blank where their name should be. As a safety net, any lead whose email would still contain an unresolved tag is skipped rather than sent something broken.
How to use it
- 1Open the Inbox and click Broadcast.
- 2Write your subject and message, or pick one of your email templates.
- 3Choose collections to target, or leave unselected to reach all active leads.
- 4Send — you’ll see exactly how many were sent and how many were skipped.
Get the most out of it
- Always use a fallback on {{first_name}}. "Hi there" beats "Hi ," every time.
- Segment before you send: a short offer to one relevant collection outperforms a generic blast to everyone.
Email Editor
The email editor is a full drag-and-drop canvas for designing beautiful, brand-matched emails that render correctly in every major email client — Gmail, Apple Mail, and Outlook included.
Building an emailPro
Build emails from 15 block types — headings, paragraphs, buttons, images, video thumbnails, dividers, spacers, social links, testimonials, badges, logos, footers, custom HTML, an OTP passcode block, and the special AI Reply block. Drag blocks from the left panel onto the canvas, or click to insert. Rows can have multiple columns, resizable by dragging the boundary.
Faster still: the Sections tab offers ready-designed building blocks — headers, heroes, feature grids, CTA banners, testimonial strips, signatures, footers — that inherit your template’s colours and fonts automatically. Build a row you love and bookmark it to Saved to reuse it in any future email.
Click into any text to format it with the floating toolbar: bold, links, lists, alignment, sizes, colours, and merge-tag insertion. The right-hand inspector controls every visual detail of the selected block, row, or the whole template’s global styles.
Get the most out of it
- Set your global styles (fonts, colours, button style) before building — every new block inherits them, so the whole email stays consistent.
- Apply your brand kit (logo, colours) with one click from the Global Styles panel — set it up once above the templates list.
The AI Reply blockPro
The AI Reply block is a placeholder slot: when a template is used for automated replies, the AI’s written message is poured into that exact spot, wrapped in your design. This is how you make even fully automated emails carry your branding — logo above, signature and socials below, AI text in the middle.
Preview, preflight & test sendsPro
Before anything goes out: Inbox Preview shows your email exactly as Gmail (light and dark), Apple Mail, and Outlook will render it, on desktop and mobile widths. The Preflight check scans for problems — images missing alt text, empty blocks, broken links, misspelled merge tags, and a missing unsubscribe link — and jumps you straight to each issue.
Send a test email to yourself any time from the Preview menu. There’s also a mobile editing mode with a phone-sized frame, and you can hide any block or row on mobile or desktop separately.
Get the most out of it
- Run Preflight before saving any template you’ll automate — a misspelled merge tag caught now is a broken email avoided later.
Email Automations
Email Automations decides which template each automated email uses. Every automated email ReplyFlow sends — booking confirmations, reminders, AI replies — can carry one of your designed templates.
Transactional emailsPro
Four automated emails go out around every booking: the booking confirmation, the reschedule notice, a 24-hour reminder, and a 1-hour reminder. Each is a slot in the Email Automations panel — assign any of your templates to a slot and that design is used from then on.
Booking emails support extra merge tags: {{booking_datetime}}, {{booking_date}}, {{booking_time}}, {{meet_link}}, {{manage_url}} and your business name. If you haven’t assigned a template, a professionally designed default is used, so these emails always look good.
How to use it
- 1Open Customisation → Email Templates and find the Email Automations panel.
- 2Each slot shows its current template with a preview thumbnail and a source badge.
- 3Click Change to assign one of your templates, Preview to see it, or Send test to email it to yourself.
Editing the booking emailsPro
You can open any booking email in the full email editor and restyle it — click Edit on the slot and ReplyFlow creates your own editable copy of the default design. Change colours, add your logo, rearrange sections, write your own copy.
The parts that make the email work — the date and time, the join-call button, the unsubscribe link — are protected: you can move and restyle them, but not delete them or point them somewhere else. A small lock icon marks them in the editor, so your reminder can never accidentally lose its own meeting link.
AI reply templatesPro
You can also wrap the AI’s conversational replies in a template (one containing an AI Reply block). Set one default template for all AI replies — and, if you want to get clever, a different template per conversation intent. A lead asking about pricing can get a template with your packages linked; a lead ready to book can get one that puts the booking button front and centre.
Get the most out of it
- Start with just a default AI reply template carrying your logo and signature. Add per-intent templates later once you see which intents are most common in Test Agent.
API & Webhooks
For businesses with their own website, app, or internal tools: ReplyFlow can send emails on demand from your systems, and notify your systems when things happen — using the same designed templates as everything else.
Sending emails from your own systemsPro
Create an API key in Settings → API and your own software can ask ReplyFlow to send emails: one-time passcodes for login verification, verify-your-email messages, magic links, or any transactional email — each rendered from a template you designed in the email editor, so they match your brand perfectly.
Give any template a short handle (a "slug") in the Email Templates list and reference it by name from your code. The API tab includes ready-to-copy examples, a cheatsheet of the merge tags you can fill from your own data, and a log of recent API sends. For passcode emails there’s a dedicated OTP Code block in the editor that displays the code in large, easy-to-read digits.
How to use it
- 1Open Settings → API and create a key — copy it immediately, it’s shown only once.
- 2Give the template you want to send a slug in the Email Templates list.
- 3Call the API from your code using the examples on the API tab.
Get the most out of it
- You can keep up to five active keys — use a separate key per system so you can revoke one without breaking the others.
WebhooksPro
Webhooks work in the other direction: tell ReplyFlow a web address in Settings → Webhooks and it will notify your systems the moment events happen — like an email being sent or failing. Every delivery is cryptographically signed so your system can verify it genuinely came from ReplyFlow; the signing recipe is on the API tab.
Calendar
The Calendar shows everything on your schedule — ReplyFlow bookings, your own custom events, and events from your Google Calendar — in four views.
Views & navigation
Switch between Month, Week, Day, and Agenda views — your choice is remembered. Month gives you the overview with colour-coded chips per event type; Week shows an hourly grid with a live "now" line; Day zooms into a single day; Agenda lists the week’s events chronologically, perfect for a Monday-morning scan.
Click any booking to open its detail panel — lead info, the reason for the call, the Meet link, and the AI brief — and cancel or manage it from there. You can also add calls manually with the Add Call button, for bookings that happen outside ReplyFlow.
Get the most out of it
- External Google Calendar events appear in blue so you can see your whole day, not just ReplyFlow’s bookings — and the AI books around them automatically.
Overview & analytics
The Overview page is your morning coffee screen: how many leads came in, how fast the AI replied, what’s booked, and what needs your attention.
The Overview page
At the top: four key numbers with trend arrows against the previous period — leads this month, calls booked, average AI reply time, and average lead score. Below: your lead volume over time (7, 30, or 90 days), today’s upcoming calls with one-click Join buttons, your latest leads, a live feed of everything the AI has done recently, and breakdowns by service and lead score.
Each week, the AI writes you a short insight — a plain-English observation about your pipeline’s trends — shown in the strip at the top of the page.
Deeper analyticsPro
Pro adds reply-timing analytics — a histogram of how fast the AI responds plus a day-by-hour heatmap of when your leads arrive — and UTM campaign analytics showing which sources, mediums, and campaigns actually produce leads.
Get the most out of it
- Use the arrival heatmap to schedule your own availability: if leads flood in on Tuesday evenings, make sure Wednesday has open slots for the calls they’ll book.
Notifications
ReplyFlow tells you the moment something needs you — a new lead, a booked call, or a draft waiting for approval.
Bell & email notifications
The bell in the top bar updates in real time as events happen. Email notifications go to your Client-Stream address or any custom address you choose.
In Settings → Notifications you control which events notify you (new leads, draft approvals), where the emails go, and how long in-app notifications stick around (24 hours to a week).
Dashboard Assistant
The floating assistant in the corner of your dashboard is a concierge for your account — ask it questions, or ask it to change things for you.
What it can doPro
Beyond answering questions about how ReplyFlow works, the assistant can make real changes on your behalf: update your availability (including blocking whole date ranges — "I’m away the first week of August"), edit your booking page, update your services list, adjust your AI prompts, toggle approval mode, change your notification email, cancel bookings, add knowledge base entries, and create collections.
It always shows you what it’s about to change and asks permission before doing it.
Get the most out of it
- Talk to it like a human assistant: "block out next Friday", "add ‘evening sessions’ to my services", "turn on approval mode". It handles the settings so you don’t have to find them.
Test Agent
Test Agent is a safe sandbox: chat with your AI exactly as a lead would, with nothing sent and nothing saved to your pipeline.
Testing conversations
Open Agent → Test Agent and play the lead. The test runs the identical pipeline to production — your customisation choices, knowledge base, and live availability — over multiple turns. Each AI reply shows the intent it detected in your message and which email template it would have used, so you can verify your setup end to end.
Get the most out of it
- After every customisation or knowledge base change, run the three conversations that matter: a price question, a "when are you free?" and an awkward objection. Two minutes of testing catches problems before a real lead does.
Settings & account
Settings opens from the bottom of the sidebar and holds everything about your account: profile, security, appearance, automations, data, integrations, billing, and support.
A quick tour
Account, Security, and Active Products cover the basics — your details, password, and which products are on your account. Notifications controls what you’re told about and where; Email Handoff sets the personal inbox that receives conversations needing a human; Booking holds your booking preferences like meeting type (video, phone, or in person) and scheduling style.
Automations is where the approval-mode toggle lives. Under Data you’ll find your Activity Log, Data Export, Webhooks, and the API tab. Subscription manages your plan, and Contact Support sends a message straight to the team — bug reports, suggestions, or questions.
Appearance & accessibility
Choose from three themes — dark, purple, and light — and tune the interface to how you read: font size, line height, a dyslexia-friendly font, reduced motion, high contrast, colour-blind modes, underlined links, and layout density. Preferences follow your account across devices.
Your links & embeds
Settings collects every shareable URL in one place: your public enquiry form, your booking page, embed codes for both, and your iCal feed for subscribing to bookings from any calendar app.
Subscription & billing
Manage your plan in Settings → Subscription: switch between monthly and yearly billing, upgrade or downgrade your tier (prorated, immediate), cancel at the end of your billing period, or open the billing portal to update your card and download invoices.