Autopilots — every automation engine, named, with real stats and a switch

Who it's for

The owner or manager who wants to know exactly what Wraptor is sending to customers on its own — and to control it. Wraptor runs several automated messaging engines behind the scenes (quote nudges, review asks, job-ready notices, reminders); Autopilots is the one screen that names each one, shows what it's actually sent, and gives you the on/off switch where one exists.

Where it fits

Autopilots is a tab in the Marketing suite (/marketing/autopilots). It's cross-cutting — the engines it lists touch the quote stage (follow-ups, win-back), the lead stage (lead second-touch), the complete stage (review requests, job-ready notify), and scheduling (appointment reminders). See workflow-map.md for where each of those stages sits.

Overview

Several parts of Wraptor send messages to your customers automatically, without you clicking Send: a quote that's gone unopened gets a nudge, a completed job gets a review request, an upcoming appointment gets a reminder text. Autopilots collects all of these into one gallery of "recipe cards" so they're not invisible — each card names the engine, explains in plain English when it fires and what it sends, shows a real count of what it's sent in the last 30 days (pulled from Wraptor's own notification log, not a marketing estimate), and — for the engines you control — a switch.

Nothing on this page is simulated. A card reading "0 sent · last 30 days" means the engine genuinely hasn't sent anything for your shop yet (often because it's off, or its prerequisite isn't configured).

Autopilots (/marketing/autopilots) Reached from the Autopilots tab in the Marketing suite's tab strip (alongside Listing, Lead Inbox, Newsletter, Studio, Social, and Reviews). The screen is a grid of cards, one per automation engine. Each card shows:

The engine's name and a status pill — On, Off, Needs setup, or Platform-managed.
A plain-English description of the trigger and the message.
A switch (for engines you can turn on/off yourself) or a Configure link (when the engine needs something set up before it can run, like a Google review link).
A stats line — sends in the last 30 days, and clicks where that's tracked (the Review Flywheel).

Capabilities

The engines listed today

Engine	What it does	Default	Control
Quote Chaser	Emails a customer who hasn't opened their quote 24 hours after it's sent, then again 72 hours in if it's been viewed but not approved. Stops on approve, reply, or expiry.	Off	Switch on this card (same toggle as Settings → Email & Notifications)
Dead-Quote Win-Back	Re-engages quotes the Quote Chaser has stopped touching — one email 30 days after sending with no answer, another at 60 days with a seasonal nudge. No discounts or fake urgency. Never re-asks a rejected quote.	Off	Switch on this card
Review Flywheel	Asks a customer for a review the moment their job is marked complete — on your Wraptor directory listing, and on Google too once you've added a review link. One ask per customer.	Runs once either path is configured	Not a simple switch — shows Needs setup with a link to Settings until you've added a Google review link or claimed a directory listing
Job Ready Notify	Sends one email and text the moment a job hits its final stage, letting the customer know it's ready.	Off	Switch on this card (same toggle as Settings → Email & Notifications)
Appointment Reminders	Texts a reminder about 24 hours before a scheduled appointment, and emails an install reminder 2 days out if a deposit is still owed.	Always runs for scheduled jobs with a customer phone number	Platform-managed — no switch
Lead Second Touch	Nudges your shop (email + in-app alert) when a routed directory lead hasn't converted within a week, so a warm lead doesn't go cold. Only shown once your shop has directory leads.	Always runs	Platform-managed — no switch

Stats are real, not estimated Every count on this page comes from Wraptor's own send log (NotificationLog), scoped to your shop and the last 30 days — the same records that back the Viewed chips on quotes and the notification log in Settings.

Toggles here are the same toggles as Settings Flipping Quote Chaser, Win-Back, or Job Ready Notify from an Autopilots card updates the exact same shop setting as the equivalent toggle in Settings → Email & Notifications — they're two views of one switch, not separate controls.

Step-by-step tasks

See what's actually running
1. Open Marketing → Autopilots.
2. Read each card's status pill and stats line to see what's on, what's off, and what's already been sent in the last 30 days.
Turn on an opt-in automation
1. Find the Quote Chaser, Dead-Quote Win-Back, or Job Ready Notify card.
2. Flip its switch. It's live immediately — no separate save step.
3. Come back later to check its stats line and confirm it's sending.
Get the Review Flywheel active
1. If its card shows Needs setup, click Configure.
2. Add your Google review link in Settings, or claim your directory listing — either one activates the flywheel.
3. Return to Autopilots; the card now shows On.

Settings & permissions

Who can view it Autopilots is gated the same way the rest of Marketing is — no separate team-role permission, available to any signed-in team member on a plan where Marketing tabs are unlocked.

Who can flip a switch Toggling an engine calls the same action as its Settings toggle, which requires the Settings permission — by default only the Manager role. A team member who can see the Autopilots gallery but lacks Settings access will see the switches but their toggle attempts won't take effect; give them the Settings permission in Settings → Team if they need to control automations.

Quiet hours governs every automated send here If your shop has quiet hours configured, every automated engine on this page (not your manual sends) defers its messages to the end of that window. See Inbox (WraptorMail) for the full quiet-hours picture.

Tips & common pitfalls

Off by default means off. A brand-new shop's Quote Chaser, Win-Back, and Job Ready Notify cards all show Off and 0 sent until you flip them — Wraptor never nudges your customers on your behalf without you opting in.
"Needs setup" isn't broken. The Review Flywheel card shows Needs setup only because it's missing a Google link or a claimed listing — it's not an error, just a prerequisite.
Platform-managed engines don't have an off switch here. Appointment Reminders and Lead Second-Touch run automatically wherever their conditions are met (a scheduled job with a phone number; a directory lead in the pipeline) — there's no per-shop opt-out on this page.
Two toggles, one setting. Don't be surprised that switching Quote Chaser here also changes what you see in Settings → Email & Notifications — they read and write the same flag.

Marketing — the suite Autopilots is a tab of.
Quotes — the Quote Chaser and Dead-Quote Win-Back engines, plus per-quote pause and Viewed chips.
Settings — the underlying toggles, quiet hours, and the Notification Log.
Jobs — Job Ready Notify and Appointment Reminders key off job stage and schedule.
Directory — the Review Flywheel's native-review path and Lead Second-Touch's source leads.
Inbox (WraptorMail) — quiet hours and Scheduled emails, which govern every automated send listed here.
Workflow map · Personas