Copy Actions Between Workflows

Copy Actions Between Workflows

Published on: 26/08/2025

Building a workflow can be a long and repetitive process, so when you have something that works, it’s only natural that you want to replicate it easily. With this feature, you can copy actions between workflows, so let’s check it out.

System Updates
Transfer Bot Action in Conversation AI

Transfer Bot Action in Conversation AI

Published on: 05/06/2025

Your Conversation AI is a powerful assistant for conversation management. Providing you with a team even if you're a one-person business. This new feature offers the personalization of using multiple Conversation bots without information blocks, by transferring chats across agents to provide specialized attention. Let's check it out!

System Updates
Create Draft Documents Using Workflows

Create Draft Documents Using Workflows

Published on: 16/04/2025

Your Documents help you establish clear terms for customers with the help of automation can create a streamlined onboarding process. However, to help you ensure the customization is correct and ensure high quality, we’ve added a Draft feature to this action.

System Updates
Opportunity Workflow Actions

Opportunity Workflow Actions

Published on: 24/03/2025

Workflows help you manage your internal processes without effort. However, if you’re having trouble translating automation power into customer journey management, this new feature will simplify that process.

System Updates

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