Information about Email and Text Automation
Release Date:- 17 February, 2026 A new option, Close Conversation after text sent, is now available in the Engagement → Bulk Text section. The Close
Release Date:- 24 February, 2026 The Help Me Write feature has been introduced in Email Campaign, Automation, and Single Contact Drip within the Engagement module.
Release Date: April 26, 2025​ With our latest enhancement, users now have the ability to save clone campaigns as draft. This allows for greater flexibility
Now you can add the Agent Address Tag throughout the portal, wherever tags can be added. This includes email campaigns, bulk texts, running any automation
With our latest release, we’ve introduced the CSR Scheduler and Signature Tags for use in all automation processes, including Email Campaigns, Bulk Text, Templates, Single
Introducing a new pop-up within email campaigns that automatically prompts you either to save your campaign as a draft before navigating away to create a
Enhance your email template creation process by integrating CSR tags. By selecting CSR tags, you can effortlessly retrieve relevant CSR information directly into your email
We have implemented a new workflow in our workflow automation called ‘Lost Account.’ This automation functions by triggering notifications to accounts regarding inactive policies with
Enhance your email campaigns by incorporating an unsubscribe feature for both marketing and transactional emails. Use case: This option allows users to easily manage their
In this article, you will learn: 1. Overview A. Click on the Add icon from the top of the Dashboard screen B. Click on the
In this article, you will learn: Text Messaging – Open/Close Chat How to close or open chat? How to filter the chat based on chat
In this article, you will learn: How to set a Text Template? How to use the text template to send text messages? Now sending text
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