Easily finding your appointments helps you maintain order and control. One tool that aids you in achieving this is Smart Lists, they allow you to filter appointments based on any condition you want them to meet. You might be accustomed to using them inside Contacts but just in case let’s check how to use them in your appointments.
Adding extra information is always beneficial, it allows you to ensure everyone on the team is on the same page, requests are met and special instructions are respected. Appointments are one of the key places where those notes are needed, and we are happy to announce now you can add them directly! Let’s look into how they work.
We’re excited to introduce you to our new AI Assistant inside Workflows. This helpful guide will help you create, optimize, and manage workflows. The Workflow AI will assist you in selecting the right actions for your automation including step-by-step instructions and insight on optimization, replacing the guesswork with information and confidence.
Execution Logs and Enrollment History allow you to monitor the success of your workflows breaking down the contact's every move through the workflow and every action they’ve experienced. We’ve introduced updates and features to both tabs to improve your experience. So, let’s take a look!
