Autima Intelligence

How a website visit becomes a sales-ready briefing

Autima.ai turns quiet, anonymous browsing into a clear next step for your sales team — automatically, the moment a buyer raises their hand.

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1 Track 2 Identify 3 Analyze 4 Notify 5 Record
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The Gap

Buyers tell you everything — before you meet

Choosing takes weeks of quiet research. Most of that intent is lost the instant a lead lands as just a name and an email.

The usual way

A form fills your inbox with “New lead: name + email.” Your rep starts cold, with no idea what the buyer looked at, what they love, or how ready they are. The richest signals are already gone.

With Autima

The same form arrives wrapped in the buyer’s entire journey — interpreted by an AI agent into a plain-English briefing with recommended next steps. Your rep walks in already knowing how to win them.

The Process

From anonymous click to closed conversation

Follow a single buyer, Sarah, through all five steps.

1
User Insights · Track

She browses. We listen.

The moment Sarah lands, the Autima SDK begins tracking — anonymously — which pages she views, how long she lingers, and the path she takes. No login, no friction.

tracking live session
/maple-ridge×4
/plans/birchwood×3
/lot-map5m
/financing×2
2
Communications · Identify

She raises her hand.

Sarah sends a message asking about a custom build. That single action turns an anonymous visitor into a known buyer — and every page she viewed before now links to her record.

nameSarah Mitchell
emailsarah.m@email.com
“Hi — I’m interested in building a custom home in Maple Ridge. Is the Birchwood available as a custom build? Hoping to move in the next few months.”
3
AI Agent · Analyze

The agent reads the story.

Her submission triggers an AI agent. It pulls Sarah’s full behavioral history, interprets the signals, and writes a “Best Next Steps” briefing in plain language — tailored to your rep.

4× Maple RidgeBirchwood planlot map 5mmortgage calc
High intent. Strong attachment to Birchwood in Maple Ridge. Already evaluating financing — near-term buyer.
4
Notifications · Notify

Sales gets the message.

Within seconds, the assigned rep receives an email or text with the briefing and a one-tap link to review the full lead — no CRM login required.

From: Autima · now
New qualified lead
Sarah Mitchell — high intent, asking about a custom Birchwood build. Tap for her full briefing.
Review lead →
5
CRM Sync · Record

The record writes itself.

Sarah’s contact, her behavioral context, and the briefing sync into your pipeline automatically. Clean, complete records — and nobody touched a data-entry field.

contactSarah Mitchell
stageNew Inquiry
interestBirchwood · Maple Ridge
intentHigh
synced to pipeline — no manual entry
The Deliverable

What your team actually opens

Every qualified submission produces a briefing like this — ready before the first hello.

New Qualified Lead
SM Sarah Mitchell
HIGH INTENT

3 visits · 8 days · submitted a custom-home inquiry

Behavioral signals
Maple Ridge ×4Birchwood floor planLot map · 5 minMortgage calc ×2
Best next steps
  1. Lead the tour with the Birchwood in Maple Ridge — it’s what she came for.
  2. Have current lot availability ready; she’s already studied the map.
  3. Bring financing options proactively — she’s been running the numbers.
  4. Move quickly. Repeat visits in a short window signal urgency.
The Intelligence Loop

The part everyone else misses

Most platforms capture the lead and call it done. Autima keeps watching, keeps learning, and keeps acting — every single time that buyer comes back.

Most tools stop here

  • Form captured
  • Saved to the CRM
  • Lead goes quiet. You wait — and hope they call.

Autima keeps going

  • Form captured
  • Saved to the CRM
  • Days later, she returns to your site
  • …and this is where it gets powerful ↓
Triggered Events

Set a rule once. It works forever.

Tell Autima what matters — like an identified buyer returning to view your move-in-ready homes — and it springs into action automatically, every time it happens.

IF
An identified buyer returns
— AND —
visits /move-in-ready
THEN — all at once, automatically

The agent reviews her activity

An AI agent pulls everything she did this visit and refreshes her story with the latest intent.

The CRM updates itself

The return visit, pages viewed, and rising intent sync straight to her record — hands-free.

Sales is notified instantly live

Her rep gets a real-time alert: she’s back — and she’s shopping move-in-ready homes.

A special offer appears — right on the page

While she’s still browsing, Triggered Events rewrites the page to show an offer made just for her.

yourcommunities.com/move-in-ready

Welcome back, Sarah — $10,000 toward upgrades

On any move-in-ready home. Reserved just for you.

● injected live by Triggered Events

One return visit. Four automatic actions. Zero manual work.

Built on the Platform

No new tools to learn

Agentic Lead Response orchestrates services you already get with Autima.

User Insights

Behavioral tracking, sessions, and content performance across your site.

Communications

Embeddable forms with email and SMS notifications built in.

AI Agents

Agents tuned to your business that read data and recommend actions.

Contacts

A clean contact database that links behavior to the people behind it.

Opportunities

Pipeline and stage tracking so qualified buyers flow straight into your funnel.

Context Intelligence

Organizational knowledge agents draw on to qualify and personalize.

Meet every buyer ready to sell.

See how Agentic Lead Response fits your sales team. Get in touch and we’ll walk you through it.

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