Workflows
Automate reminders, follow-ups, and notifications for your bookings
Meeting Reminders and Workflows
Set up reminder emails before a meeting and follow-ups after it, choose when they are sent, and find out why a reminder email was not sent.
SMS and WhatsApp Credits
Understand how messaging credits work for SMS and WhatsApp workflows
Use AI steps in workflows
Add an AI step to a workflow to generate text like summaries and follow-up drafts, and trigger workflows when a website-chat lead is captured.