Automation flow builder

Build follow-up journeys without code around real customer conversations

Use flows to qualify customers, answer repeated questions, route requests, and keep follow-up moving even when the team is busy.

Automation flow builder for customer follow-up inside Taly

The problem

Where teams lose momentum without Taly

When messages, owners, and next steps are scattered, customers wait and the team loses context.

Manual repetition

Teams repeat the same steps for every customer.

Forgotten follow-up

Customers wait when reminders depend on memory.

Messy routing

Requests reach the wrong person or stay unassigned.

How it works

A clearer operating flow

Each feature is designed to move the conversation from arrival to ownership, action, and measurable follow-up.
01

Choose the trigger

Start from a message, status, tag, or event.

02

Build the steps

Create replies, conditions, assignments, and reminders.

03

Route the customer

Send the customer to the right team or next action.

04

Measure and improve

Review performance and refine the flow.

Benefits

What changes for the team

Less switching, clearer ownership, and a customer experience that feels organized.

Repeatable journeys

Turn common processes into reliable flows.

Less manual work

Let routine steps happen automatically.

Better routing

Move customers to the right owner faster.

Measurable process

See what happens instead of guessing.

Feature details

What is included

Practical tools that make the feature useful in daily team work.

No-code builder

Build flows without developer work.

Automated replies

Answer repeated questions at the right time.

Conditions

Branch the journey by answer, tag, or status.

Assignments

Route leads and cases to the right team.

Follow-up reminders

Keep the next step visible.

Flow reporting

Measure runs and outcomes.

Interface preview

See automation inside Taly

A visual builder for triggers, conditions, replies, and team handoffs.
Automation flow builder for customer follow-up inside Taly: Flow steps
Automation flow builder for customer follow-up inside Taly: Appointment booking
Automation flow builder for customer follow-up inside Taly: Lead qualification
Automation flow builder for customer follow-up inside Taly: Webhook routing
Automation flow builder for customer follow-up inside Taly: Flow performance
Automation flow builder for customer follow-up inside Taly: Builder canvas
Automation flow builder for customer follow-up inside Taly: Order tracking
Automation flow builder for customer follow-up inside Taly: AI handoff
Automation flow builder for customer follow-up inside Taly: Team routing

Use cases

Daily use cases

Real situations where this part of Taly turns scattered work into a clear path.

Lead qualification

Collect intent before sending a lead to sales.

Support routing

Route common problems to the right owner.

Follow-up sequence

Keep customers moving after no reply.

Flexible plans

Choose the plan that fits your stage

Start simply, then grow usage over time. Taly pricing is listed in Egyptian pounds.

Launch

999EGP/ month

Flexible monthly billing

Best for

Small stores, clinics, service centers, or a focused first team.

  • 3 users
  • 3,000 contacts
  • 5,000 messages
  • 10 monthly campaigns
  • Inbox + Tickets + Contacts
  • 50 saved replies
  • Mobile app
  • Basic campaigns
View plan details

Pro

5,999EGP/ month

Flexible monthly billing

Best for

Brands, branches, restaurants, bookings, commerce, and API-led teams.

  • 20 users
  • 75,000 contacts
  • 120,000 messages
  • 250 monthly campaigns
  • 5 branches
  • Commerce Pro
  • Meta Messaging
  • Developer API + Webhooks
  • Custom onboarding
View plan details

Trusted by ambitious teams

A product language familiar to serious operators

Taly is built for teams that care about customer conversations, clear ownership, and measurable work.

Egyptair
Orascom Construction
Elsewedy Electric
Edita Food Industries
Hassan Allam Holding
Oriental Weavers Egypt
Juhayna
Banque Misr
Arab Contractors
Talaat Moustafa Group
Egyptair
Orascom Construction
Elsewedy Electric
Edita Food Industries
Hassan Allam Holding
Oriental Weavers Egypt
Juhayna
Banque Misr
Arab Contractors
Talaat Moustafa Group

FAQ

Before you start, here are the details teams usually ask about

Short answers about plans, WhatsApp fees, setup, team work, and how Taly operates.

Still have a question?

The Taly team can help you choose the right plan and understand the setup for your business.

Talk to the Taly team
View all questions

No. The plan price covers Taly platform usage. Official Meta and WhatsApp fees are separate and depend on message type, country, and usage.

A dedicated business number is usually best. In some cases, an existing number can be used if it fits the official setup, but that depends on the number status and connection method.

Yes. The team can work from the same workspace, with conversations organized by owner or status so follow-up does not get lost between members.

Yes. One of Taly's core goals is to turn commercial conversations into clear orders that can be tracked from creation to payment and fulfillment.

The organization can enter a billing pending state. The owner can access subscription and billing routes, while paid operating features remain locked until the subscription is activated.

Yes. The system is built around multi-tenant boundaries so one organization cannot read or modify another organization's data.