Custom Objects Actions & Triggers in Workflows

Custom Objects Actions & Triggers in Workflows

Published on: 13/12/2024

Custom Objects create associations between contacts or fields, helping you easily track, manage updates, and automate processes related to these relationships. This new feature allows you to develop object-specific workflows. Triggering workflows based on custom object-related triggers and defining actions to automate your processes.

System Updates
Chat Widget & Live Chat Filters in Customer Replied Trigger

Chat Widget & Live Chat Filters in Customer Replied Trigger

Published on: 13/12/2024

The Customer Replied Trigger creates automated responses and manages customer interactions, so conversation management must be relevant to the channel. Previously, if the channel was a chat widget, you could not differentiate it depending on specific widgets. But with the addition of Chat Widget & Live Chat Filters, you can now limit your workflow as needed.

System Updates
Themes for Custom Reports

Themes for Custom Reports

Published on: 11/12/2024

Using themes makes creating an easy-to-read and aesthetically pleasing report easy. This tool allows you to add branding and color to your reports, resulting in a cohesive and polished look that effectively communicates the state of your company. This raises morale, helps you reach investors, and makes data management interesting.

System Updates
Documents & Contracts

Documents & Contracts

Published on: 10/12/2024

Your Documents and Contracts give clear guidelines to customers on how your services work, any terms & conditions you have, and what to expect. We’ve made a few improvements to them so you can get the most out of every document created. Let’s check what to expect!

System Updates

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