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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

From Number in Workflow Builder Settings

New Feature: From Number in Workflow Builder Settings

October 18, 20241 min read

Similar to your emails, when sending SMS, you’ll want to select a phone number as the sender. Choosing a consistent number helps maintain your brand’s identity and build rapport with customers. When assigning numbers to users, customers will become accustomed to receiving messages from the same phone number.

⭐️Why Is This Feature Beneficial To Your Business?

  • Increased Credibility: Using the phone number customers are accustomed to creates a more familiar atmosphere, which will help foster the trust and comfort they feel with your communications.

  • Improved Tracking: This keeps communications under the same line, ensuring the contact’s owner remains unchanged and the system can better track the response rates, times, etc.

  • Better Customer Service: This can create added accountability by keeping team members engaged and responsible for their leads and customers, maintaining communications streamlined.

⭐️How To Set From Number in Workflow Builder Settings:

  1. Head to the Workflow section inside the automation section.

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  2. To access the builder select the workflow you want to add the "From Number" to.

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  3. Go to the "Settings" tab at the top of the builder.

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  4. Scroll to the "Sender Details" section, and in the "From Number" field, select the number you wish to use from the dropdown menu.

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Including the 'From Number' in Workflow Builder Settings ensures that communications come from a consistent sender, reassuring customers that they are interacting with a trusted source. It also helps the system collect data for more accurate statistics.

New FeatureNew UpdateAutomationWorkflowsFrom Number
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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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