Control walkthrough
See the action, reviewer, decision and exception.
Explore Control walkthrough →
Workflows and control
Make your process repeatable—and reviewable.
Connect triggers, customer context and actions. Choose where work can run and where your team needs to review it.
The work in context
Useful context. A clear next step.
Review semantics depend on the action and configuration. Mission health describes execution status; approval records a decision about a proposed action.
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A defined trigger
Start from a record change, a form response or an explicitly configured event.
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Context for the action
Use the relevant customer record, connected service and permissions.
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Visible review points
Route proposed actions through the configured review policy.
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Recorded result
Follow runs, activity and exceptions in context.
Walk through the process
From context to recorded work.
Review semantics depend on the action and configuration. Mission health describes execution status; approval records a decision about a proposed action.
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Trigger
A configured account signal starts the process.
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Context
The account brief supplies source notes and the intended recipient.
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Proposed action
The SDR Agent prepares a message; no send is implied by the draft.
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Review
The reviewer edits or rejects the proposed action when this policy requires it.
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Result
The approved action’s outcome and any exception remain visible on the record.
Continue exploring
Keep the next step connected.
Getting started
Configure one useful workflow first.
Explore Getting started →
Your next step
See your customer workflow, connected.
Bring one real workflow to the conversation. We’ll show how the records, agents and review points fit together.