Building a Smart Plan from Scratch (Lofty AOS)

Introduction

When no Library template fits, you can build a Smart Plan yourself on a blank canvas — choosing exactly which messages, tasks, and updates fire, and when. This article maps the builder so you know what each piece does.

Starting a New Plan

1. In the left menu, go to Automation → Smart Plans.
2. Click Create Smart Plan and choose From Scratch. (The same menu also offers Import by Shared Code and Create by AI.)
3. Choose the Plan Scope — My Plan, Office Plan, or Company Plan — and click Create Plan. The builder opens.

Setting Up the Plan

The Settings panel on the left defines who the plan is for:

• Name — click the plan name (it starts as "Unnamed Smart Plan …") to rename it.
• Plan Scope Setting — adjust the My/Office/Company scope.
• Target Lead Type Setting (required) — set the rule that decides which leads qualify: choose a match type (for example, Equals To), pick the lead type(s), and use Add Lead Type for more. Click Save.

Building the Flow

The plan runs top to bottom, from the first step down to the End node. Click Add a Step and pick one of three building blocks:

Triggers

A Trigger is the event that enrolls a lead into the plan or moves them forward.

Conditions

A Condition controls timing and branching:

• Wait a Period of Time — pause for a set number of minutes, hours, or days.
• Wait Until a Specific Date — hold until a calendar date.
• Wait Until an Event — hold until something happens (for example, the lead replies).
• Branch — split the path based on a rule, so different leads follow different routes.

Actions

An Action is a step the plan performs. Actions are grouped:

• Communication — Auto Email, Auto Text, Postcard, Letter, Notification, Buyer Property Alert. These send automatically.
• Manage Tasks and Plans — Email, Text, Call, Custom Task (Other), Checklist. These create a task for you or your team to complete, rather than sending on their own.
• Update Lead — Change Pipeline, Change Segment, Change Tag, Reassignment Group, Add Note.
• AI Actions — Sales Agent Action, AI Classifier, AI Generator, AI Summarize, AI Extractor.
• Automate and Integrate — Start Smart Plan (chain another plan) and Zapier Zap (trigger an external workflow).

Saving the Plan

Click Save Smart Plan in the top-right corner. The plan appears under the My Plans tab, where you can apply it to leads.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.