Category
Business Management
Built by
Beam.ai
Message contacts across SMS, email, and WhatsApp in Zixflow and write replies back to the CRM, automating outreach work like advancing people through sequences.
Multichannel messaging
Zixflow reaches contacts over SMS, email, and WhatsApp. A Beam agent picks the channel your rule prefers for each contact, reads their record and consent status, and delivers the approved message when a trigger fires, a new lead, a stage change, or a scheduled touch. Replies are logged against the contact. Messages to contacts who have opted out, on channels missing a valid address or number, or carrying content outside the approved templates are held for a person. That keeps outreach compliant and on brand while the routine sends go out without manual effort from your team.
Contact record updates
As information comes in, a Beam agent keeps Zixflow contact records current, reading new details from replies, forms, or linked systems and writing them back under your rules. It fills gaps, corrects fields the rule can safely set, and moves contacts between stages as their status changes. Conflicting data, a duplicate that might be a real second person, or a change that would overwrite something your policy protects are set aside for a human. Routine upkeep happens automatically, while edits that carry a risk of losing good data wait for a person to confirm.
Automated sequences
Zixflow runs messaging sequences across channels, and a Beam agent keeps them moving. It reads where each contact sits in a flow, applies the rules your team set for timing and channel, and advances people to the next step, or pauses them when they reply or convert. Sequence activity is recorded on the contact. Contacts who react in an unexpected way, hit a rule the flow does not cover, or land in a state the agent cannot resolve are handed to a person. The predictable steps run on their own, while the judgment calls reach a human.







