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Automation & AI Assistance

Automate Your Lead Operations

Let the platform handle repetitive operational work, with full automation history and AI assistance built in.

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Automate Your Lead Operations
Feature Why it matters

Event-Based Automations

POPULAR

Trigger operational workflows when leads are acquired, routed, sold, rejected, delivered, updated, or anonymized.

Operational work happens the instant a business event occurs, instead of a person needing to trigger it.

Automation Filters

Apply automation rules only to matching verticals, campaigns, buyers, orders, lead fields, or buyer outcomes.

Rules only fire where they're actually meant to, so one automation doesn't accidentally touch the wrong lead or buyer.

Automation Activity History

Inspect every automation execution, request, response, error, retry, and resulting status.

When something goes wrong, you can see exactly what ran, what it did, and why, instead of guessing.

Automation Retries

Retry rejected or failed automation activities without recreating the original business event.

A temporary failure doesn't mean lost work, since the same activity can retry without recreating the original event.

Event Tracking

Maintain a complete history of acquisition, enrichment, routing, sales, shipment, outcome, automation, and GDPR events.

Every event across the platform is recorded in one history, so you can reconstruct exactly what happened to any lead.

AI-Assisted Expressions

AI POPULAR

Generate and improve field mapping, transformation, and validation expressions with an AI assistant.

Complex mapping and validation logic gets built in minutes with AI instead of hand-writing every expression.

Expression Playground

ADVANCED

Build and test transformations, functions, templates, payloads, and output formats before using them in production.

Test transformations against real data before they run in production, instead of finding out they're wrong live.

Guided Setup Flows

POPULAR

Walk new buyers and teams through onboarding with guided, step-by-step setup flows for complex mappings and delivery contracts.

New buyers are productive in their first session instead of needing back-and-forth support to get set up.

Ready to Scale Lead Distribution with Full Control?

Vertikl helps you route faster, recover unsold leads, and automate buyer delivery logic so your team can increase revenue per lead with less manual work.

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The other feature areas

Capture, Validate & Enrich Leads Bring every lead in clean, verified and enriched. Manage Partners, Sources & Campaigns Centralize every source, partner and campaign. Route and Sell Every Lead Match, prioritize and resell leads to the right buyers. Manage Buyers & Orders Buyer accounts and orders, configured how you sell. Deliver Leads Anywhere Ping-post, webhooks, sheets, email, SMS and custom APIs. Track Buyer Outcomes & Revenue Close the loop between what you sell and what it's worth. Report on Every Part of Your Business Full visibility into performance across your operation. Scale Securely and Stay in Control Isolated infrastructure and full compliance, built in. Give Buyers a Self-Service Portal Magic-link access, payments and self-serve reporting.