The Quiz Builder lets you create interactive quizzes that collect lead data and deliver personalized results. Use scoring, categories, automations, and CRM mapping to turn quiz responses into personalized experiences. TABLE OF CONTENTS What is the Quiz Builder? Key Benefits of the Quiz Builder Quiz Builder Layout and Navigation Quiz…
Error 30034 typically occurs when attempting to send a message to a U.S. number from a 10DLC number that is not associated with a registered A2P campaign. This error usually indicates that the system was unable to process the request due to missing, invalid, or expired credentials. Common Scenarios You…
Carrier filtering (Error 30007) occurs when messages are blocked because they appear to be unwanted, spammy, or non-compliant with carrier or legal policies. This article will help you understand what message filtering is, how to avoid it, and what you can do if you’re affected. TABLE OF CONTENTS What is…
This article explains how to bulk import Custom Object records, including create, update, deduplication logic, bulk action controls, and import error handling. Overview You can bulk create and update Custom Object records via CSV import. The import supports: Creating new Custom Object records Updating existing Custom Object records Create +…
The Generate Response action allows you to use advanced AI models directly within workflows to create dynamic, context-aware responses from prompts you define. This enables automated content creation, intelligent replies, summarization, and AI-driven decision logic inside your automation flows. The action sends your prompt to the selected AI model and…
The Monday.com integration allows you to connect workflows directly with your project management boards to automate task creation, status updates, and board synchronization. This enables real-time coordination between project tracking and CRM-driven automation. With native triggers and actions, you can automatically create boards, update items, archive groups, and respond to…
Overview To strengthen security and prevent fraudulent use of regulated phone numbers, We have introduced Persona identity verification into the phone number purchasing process for numbers in the United States, Canada, Puerto Rico and Israel. ? When Is Persona Required? Persona verification is only required under the following conditions: You’re purchasing…
You have already linked the maximum number of phone numbers allowed for this Business Account. Delete a phone number to continue or request additional numbers error. Solution: The max phone number limit is not specific to a WABA but rather applies to the business portfolio. Business portfolios initially…
The Manus integration allows you to connect AI-powered task automation directly to your workflows. This enables you to create, manage, update, and continue AI-driven tasks automatically based on CRM activity such as form submissions, opportunity stage changes, or other workflow triggers. With this integration, workflows can initiate AI tasks, retrieve…
Connect workflows with VAPI (Voice AI Platform Integration) to automate AI-powered voice assistants, calls, chats, and file handling — without third-party tools. This guide explains what the integration is, key benefits, setup steps, available triggers & actions, real-world use cases, and best practices. What is VAPI in Workflows? VAPI allows…
