Lead capture and follow-up

Leads come in across many locations, so a Beam agent reads new contacts in Referrizer and starts the approved follow-up for each one. Triggered by a signup or a first visit, it checks the contact, assigns the right location, and updates the record, then sends or drafts the next message under program rules. Routine sequences run on their own. Contacts with missing consent, an unclear location, or a complaint in the thread are routed to a person, who reviews the situation before any further message goes out to that lead.

Location-level campaign rules

Running many locations with one effort means rules must hold everywhere, so a Beam agent reads campaign settings and contact activity in Referrizer and applies each location's approved rules consistently. It updates audiences, tags, and offers to match, then notifies the location owner when something needs attention. Discrepancies are surfaced early. Changes that would alter pricing, breach a location's local policy, or affect many contacts at once are held and routed to a person, who approves the change before the agent rolls it out across the affected locations.

Reputation and review prompts

Reviews drive local growth, so a Beam agent watches for the right moments in Referrizer and prepares review prompts from approved templates. It reads the customer record, checks that the rule and timing fit, and sends the prompt or drafts it for the location to release. Negative signals change the path. Unhappy customers, sensitive feedback, or anyone flagged for a personal touch are routed to a person instead of an automated ask, so the location can respond directly before any public review request is made.