Highlight Contact Path in Workflows

Highlight Contact Path in Workflows

November 20, 20241 min read

Following a contacts journey helps you better understand and connect with them, increasing their satisfaction and simplifying the troubleshooting process for your workflows whenever you encounter an error. Our new feature Highlight Contact Path in Workflows will make this easier to visualize and follow.

⭐️Why Is This Feature Beneficial To Your Business?

  • Simplified Error Diagnostics: With Highlight Contacts it will be clear where exactly the contact experienced issues with your system making it straightforward for you to resolve them promptly.

  • Direct Navigation: Click on a highlighted path to be redirected to the corresponding actions in the workflow builder, saving you time and effort when reviewing or making changes.

  • Improved Efficiency: This helps you better manage your workflows and leverage your contact’s experience into points of rapport.

⭐️How To Use Highlight Contact Path in Workflows:

  1. Navigate to the Workflow tab inside the Automation section and access any of your workflows.

    1
  2. Switch to the Execution logs or Enrollment History tab and click the clock icon next to the contact's name.

    2
  3. Click on the "Highlight Contact Path" icon in the top right corner.

    3
  4. On clicking the icon, the builder will open and the path will be highlighted that the contact has taken in the workflow.

    4

Easily find and fix issues, monitor contact experiences, and optimize your workflows with Highlight Contact Path in Workflows, this awesome feature will help you approach automation more comprehensively.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

© Copyright Pinnacle Ai 2024

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.