Information about Pipeline Automation and Workflow
Earlier, editing and previewing Email/SMS within the Intake Form Stage before triggering automation was not possible. Now, this enhancement allows users to customize email/SMS when
Earlier, when we were triggering the Intake Form Stage Automation we were not able to edit and preview the Email/SMS within Intake Form Stage before
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
Now, you will be able to fetch three sets of quote data simply by adding three sets of quote tags while triggering a Pipeline automation.
Previously, when triggering pipeline automation within the task stage, the option called ‘Assignee of the Pipeline Card’ would assign the task to all agents once
Now, in our latest addition, you can easily edit any ongoing automation, including workflows, pipelines, and SCDs. Once you’ve made your changes, you can instantly
The introduction of a “Resend” option enhances the efficiency and usability of our pipeline automation system. In instances where a pipeline automation stage encounters an
Now, while setting up a pipeline automation stage, you can add ‘Quote Effective Date’ and ‘Quote Expiration Date’ tags. These tags help you fetch quote
Earlier, within the add automation stage in pipelines, you were able to send intake forms directly via email, but now you can send them through
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
 Earlier in the cancellation pipeline, we had two options: ‘By Default’ and ‘Customize.’ Following recent UI enhancements, we have renamed the ‘Customize’ option to ‘By
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