Overview
A manual buyer automation is one you switch on yourself, for a particular buyer, rather than one that fires on its own.
It suits work that only applies to some buyers — starting a follow-up sequence, marking someone as a VIP, or handing them to a different team member.
Steps
Part 1: Build the Automation
Step 1: Open your manual buyer automations
Go to Automations.
Click Buyers.
Select Manual Assignment.
Add an automation and click Save.
Step 2: Set your timing
Choose your delay preference:
Day-based
Delay-based — gives finer control, since each step can be set in minutes, hours, days, or weeks
Step 3: Add a task step
Add a task and give it a name, or select one of your task templates.
If no template fits, create the task here.
Step 4: Add any other steps
You can also:
Send an SMS
Send an email to the buyer
Add a note
Add a tag
Mark the buyer as a VIP, or unmark them
Assign a team member
Move them to a different call flow
Change their status
Notify team members
Step 5: Choose your notification channel
When notifying your team, pick how they hear about it. The in-app channel sends the notification through the mobile app.
For in-app to reach someone, two things must be true:
They have the mobile app installed
Their device is set to accept notifications from REsimpli
Then add your notification text.
Step 6: Save
Click Save.
Part 2: Enable It on a Buyer
Step 7: Check the buyer
Open a buyer and click the automation button to see whether anything is already running on them.
Step 8: Add the automation
Click Add Automation.
Select the automation you created.
It is now enabled for that buyer.
Step 9: Check what will happen
Click the automation to see:
The steps the system will carry out
The execution date and time for each
A preview
Important Notes
Manual automations do not start on their own. You enable them per buyer, which is the point — they are for selective work.
Delay-based timing gives finer control than day-based, down to minutes.
VIP status can be set or removed by an automation, so you do not have to flag buyers by hand.
Moving a buyer to a different call flow changes how their inbound calls are routed.
In-app notifications need both the app installed and device notifications enabled. If someone is not receiving them, check both before assuming the automation failed.
The preview shows exactly what will go out before anything runs.
Troubleshooting
Your automation has not run
It has to be enabled on the buyer by hand. Open the buyer, click the automation button, and add it.
Someone is not receiving in-app notifications
Check they have the mobile app installed and that their device is set to accept notifications from REsimpli. Use SMS or email as well if you need certainty.
You want to see what will be sent before it goes
Click the automation on the buyer record. It shows every step with its execution time and a preview.
A task was created without an assignee
Check the assignee on the task step.
Calls from a buyer are reaching the wrong person
Add a move to a different call flow step.
Summary
You built a manual automation for buyers. Under Automations, Buyers, and Manual Assignment you created it, chose day-based or delay-based timing, and added steps — a task from a template, SMS and email, notes and tags, VIP marking, a team assignment, a call flow change, a status change, and a team notification. You then enabled it on a buyer and reviewed its steps, execution times, and preview.