Workflow templates
Reuse available templates to organize stages of your sales operation.
Automations
Sales workflows with visibility and control
Reuse workflow templates, configure schedules and monitor active automations. Review the next step and manage executions using the controls available to your role.
Requires enablement
Confirm availability for your workspace. Actions, channels and autonomy levels depend on configuration. Executions remain subject to permissions, contact restrictions and integration availability.
Schedules
Configure executions and review schedule history.
Active automations
Monitor automation status and next steps, and find executions with available filters.
Operational controls
Use individual or bulk actions according to the screen, permissions and execution state.
How it fits your operation
- 01Choose a template and review the workflow
- 02Configure execution and applicable rules
- 03Monitor status and intervene when needed
Frequently asked questions
Is a scheduled action guaranteed to send?
No. Execution depends on permissions, channel rules, contact restrictions and integration availability at the time of the action.
Can I monitor and stop an automation?
The platform provides monitoring and operational controls. Available actions and their scope depend on the workflow type, execution state and user permissions.