TABLE OF CONTENTS Overview Upgrades Execution Logs – UI/UX Changes Enrollment History – UI/UX Changes Highlight Contact Path Go To Action Button Date and Time Enhancements Changes in Contact History Changes in Execution History Overview Execution Logs and Enrollment History are key parts of Workflows, giving you a clear picture…
Marketplace Workflow Triggers & Actions are the custom workflow triggers & actions managed in App Marketplace. The App Marketplace is a directory of Apps with Custom Workflow Triggers/Actions, Custom Providers, etc,. that you can install and use in your account. App Marketplace Note: If ‘App marketplace’ is not visible on…
TABLE OF CONTENTS Introduction Why Use This? Step-by-Step Guide to Configuring Human Handover Step 1: Enable Human Handover ToggleNavigate to the Bot Goals interface. Select Human Handover and toggle it ON to configure conditions for handover. Step 2: Select a Prebuilt ScenarioChoose from predefined conditions under which the bot will…
Overview We’ve introduced a unified task experience across Contacts and Opportunities. Whether you’re adding a new task, editing one, or filtering through a list, everything is now consistent, faster, and easier to use with new intuitive UI. Note: To enable this feature, go to Settings > Labs > Enable ‘Task…
TABLE OF CONTENTS Step 1: Generate Live token in Shippo Step 2: Setting up Package template & Shipping options in Shippo 2.1. Setting up Package Template in Shippo: 2.2. Setting up Shipping origin in Shippo: 2.3. Setting up Shipping Options in Shippo: Step 3: Setup Shipping Origin in Shipping Settings…
This article explains merge fields and custom variables. You’ll learn about different types of merge fields, such as custom fields, custom values, custom objects, and custom links (trigger links and payment links), and how to use them to personalize communication and automate workflows. TABLE OF CONTENTS What are Merge Fields…
The App Marketplace is a hub where you can seamlessly search for and integrate crucial apps into your sub-account. Assuring quality and functionality, every app is scrutinized by our developers. Only users with sub-account admin privileges can integrate these apps into their accounts. TABLE OF CONTENTS How to Find an…
TABLE OF CONTENTS What are Reply & Forwarding Addresses? Where to Find Reply & Forward Settings Forwarding Address Reply Address BCC Emails Forward to Assigned User Enable Reply Tracking – Other SMTP Providers Example With Reply Tracking Example Without Reply Tracking Frequently Asked Questions What are Reply & Forwarding Addresses?…
The Conversation left panel is a new addition to the Conversations UI, which helps users filter conversations & perform various actions on them. Features: Bulk actions (limited to 100 conversations at a time) You can perform Conversation specific Bulk Actions to handle multiple conversations at a time, You can perform the…
Ad Manager allows you to run the ad campaigns on Google. Your Google Ads campaign is entirely in your control: design your ad content, choose your daily budget and set a specific target audience with geography and languages. TABLE OF CONTENTS Overview Prerequisite for Ad Manager Step 1 | Create…
