Estimates are an awesome way to move customers along and get them to acquire your services, which can be automated with your Workflows. But what if you need to make last minute changes? We’re glad to introduce that option!
The Execution Log section of your workflows lets you track every action your workflow takes during a customer's journey. We’ve improved it so you can easily handle issues and gain insights.
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.
Troubleshooting your workflows can be a real pain. But the AI helper is here to aid you with visual cues, actionable insights, and clear guidance so you can quickly resolve errors and get your automation back on track.
