webinars
Photo by Bluestonex on Unsplash Recurring webinars let us deliver consistent training, demos, or classes without cloning events or juggling multiple links. When set up correctly, a single webinar series handles registrations, reminders, and analytics across every occurrence. This guide explains what recurring webinars are, how to configure them step
support-ticketing
Photo by Cherrydeck on Unsplash We built a support ticketing system inside our existing business software so we could stop juggling tools, respond faster, and keep every customer conversation linked to the right contact. This guide shows how to design, implement, and automate a practical ticket system that scales with
community-management
Photo by Annie Spratt on Unsplash We can run a thriving community that both nurtures members and creates revenue without juggling a dozen tools. A single platform that supports public groups and private channels lets us offer free, social spaces while selling intimate access to coaching, expert Q&A,
call-dispositions
Photo by Baljinnyam Munkhgerel on Unsplash Call dispositions give teams a simple way to classify calls, trigger follow-up actions, and keep customer experiences consistent. With custom dispositions, we can map the outcome of each call to an automation that runs the next steps without manual work. What call dispositions do
automation
Routines like a daily newsletter or a weekly internal notification should run without extra work. With the scheduler trigger, we can create and manage recurring tasks directly inside workflows. This removes the need for external schedulers, wait workarounds, or manual retriggering. Table of Contents * What the scheduler trigger does * How
automation
We run most of our repetitive operational tasks on autopilot. Timed automations remove the need to remember small daily routines and free up our team to focus on higher-value work. The workflow scheduler trigger is the tool we use for anything that must happen on a clock instead of in
workflow-builder
Overview Our Advanced Workflow Builder gives you a free-form canvas for designing automations visually. Instead of a linear list, you can place, connect, and rearrange logic exactly how you want. The result is faster, clearer, and more intuitive workflow design. How to get started Here’s how to open the
automation
We created this comprehensive guide after watching Andrew George’s concise walkthrough on automations to give you a practical, step-by-step manual for building reliable workflows in the platform. If you want to stop doing repetitive tasks, avoid missed appointments, and consistently follow up with the right people at the right