voice-ai
We recently walked through a simple but powerful feature in our business software: turning on translation for voice AI calls so that transcripts and summaries can be translated automatically. This feature removes language barriers, speeds up team workflows, and helps us train AI agents more effectively. In this guide we’
snapshot-permissions
In our instructional video produced by the channel's creator, we walk through a practical, step-by-step method for controlling who on your team can manage and deploy snapshots inside the platform. This feature gives agency owners and admins a powerful way to protect critical templates and configurations, reduce accidental
notifications
In the original tutorial video by our channel's creator, we walked through a simple but powerful improvement to how the platform notifies you when you push snapshot updates to multiple client accounts. In this article, we expand on that content, explain what snapshots are, why rolling notifications matter,
affiliate-marketing
Table of Contents * Introduction * Why an Affiliate Program? * Overview: What We’ll Cover * Prerequisites: What We Need Before We Start * Step-by-Step Setup: From Product to Published Affiliate Campaign * Onboarding Affiliates: Make Promotion Easy * Campaign Management: Reporting, Payouts, and Optimization * Common Use Cases * Practical Tips & Best Practices * Troubleshooting: Common Pitfalls
nested-containers
We created a quick walkthrough to show how nested containers can transform the way we build funnels and websites inside the platform. In the original video, Automate with Usama demos a simple but powerful technique for adding columns within columns so we can design cleaner, more flexible layouts without resorting
reputation-management
We recently published a practical walkthrough with Andrew George that shows how to automate review requests using the platform. In this guide we’ll expand on that step-by-step approach, explain why each choice matters, and give clear examples and best practices so you can set up a reputation system that
lead-nurturing
Table of Contents * Introduction — Why This Matters * What You’ll Learn * Why Immediate Follow-Up Wins * Overview of the Workflow * Step 1 — Create the Form and Define Intent * Step 2 — Start with a Template (and Why We Like Them) * Step 3 — Configure the Trigger: Form Submitted * Step 4 — Immediate Outreach: Email
access-keys
We recently published a video with Andrew George that walks through a powerful update to the platform’s SaaS configurator — and we want to expand on that here. In the video, Andrew clearly shows how to set up and use a new agency-level access feature that unlocks centralized control over
payment hardware
We recently watched a clear, hands-on tutorial created by a helpful tutorial channel that walks through connecting internet card readers to a business mobile app and using them to take payments on the shop floor. In this article we expand on that guidance, explain every step in plain language, and
custom-metrics
In the original video produced by our tutorial channel, we walked through how to build, update, and display custom metrics on the platform’s dashboard and reports. Our goal was simple: show how to turn raw data into meaningful, actionable insights that your team can use every day. We touched
reputation-management
In our recent walkthrough, we — Andrew George and the team — showed how the platform’s new reputation tools make displaying and leveraging customer reviews simple, beautiful, and effective. This update brings flexible review widgets and an AI-powered summary feature that turns raw feedback into clear, persuasive messages for potential customers.
rich-text
We recently watched a clear, practical walkthrough by Automate with Usama that demonstrates how to get more done, faster, using the rich text element inside the platform. In this guide, we’ll take that walkthrough further, explain the value of the rich text element in real business scenarios, and show