Combine customer groups, message templates and configured rules to organize outreach and everyday tasks. Keep each action within the customer’s consent and the channel’s rules.
Choose the intended audience and check consent and channel eligibility.
Prepare the approved message and review the configured workflow.
Enable the intended process, then review available delivery and activity records.
Product scene · example interfaceThis interface uses example data. Nothing is sent, booked or charged.
Campaigns and automation
Built for the work behind the conversation
01
Start with a relevant audience
Organize the intended customer group before creating outreach. Available audience tools depend on your plan and should respect the preferences recorded for those customers.
02
Use the right message for the channel
Build outreach around supported templates and channel requirements. WhatsApp approval, message categories and provider fees remain part of planning the send.
03
Give routine work a repeatable process
Configured rules and workflows can help the team handle recurring steps. Define the trigger and expected outcome before enabling a workflow.
How it fits into your day
Prepare a relevant customer follow-up
Workflow · example data, not a customer result
01
Choose the intended audience and check consent and channel eligibility.
02
Prepare the approved message and review the configured workflow.
03
Enable the intended process, then review available delivery and activity records.
Choose the right plan
Plan availability
Availability depends on your plan and workspace setup. Channel permissions and provider eligibility also apply. Compare plans to see what each plan includes.