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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Highlight Contact Path in Workflows

New Feature: Highlight Contact Path in Workflows

November 07, 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.

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

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

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

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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.

New FeatureNew UpdateWorkflowsAutomationLogsContacts
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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