The Auto Follow-Up feature empowers your Conversation AI to intelligently re-engage contacts in your workflows who have gone inactive, dropped off during a conversation, or requested a follow-up at a later time. By eliminating the need for manual outreach or complex workflow setups, this feature ensures timely, relevant follow-ups that maintain the ...

Affiliate Manager Campaigns play a crucial role in the success of many businesses, and having them all in a unified platform is equally important. With the Import feature in the Affiliate campaigns tab, you can do just that for campaigns created in FirstPromoter. Continue reading to learn how. Importing Affiliate Manager Campaigns The first step is ...

The Remove Associated Records from Workflow action allows users to automatically unenroll related records when conditions change. Available in Contact-based, Company-based, and Custom Object-based workflows, this action helps maintain clean automation processes by removing records associated with the trigger record—based on a selected object and ass...

The Logo Showcase is a dynamic visual tool that allows you to display multiple logos in either a continuously scrolling ticker or an interactive carousel. It’s perfect for enhancing brand credibility by prominently featuring client logos, partner brands, awards, or certifications. Now that you know a little about this feature, let's dive right in. K...

The Find Object Record action allows workflows to search your account for a specific custom object record using values passed from an Inbound Webhook trigger. By mapping fields from the webhook payload to corresponding object fields, this action dynamically locates the matching record so you can perform the necessary actions on it.  📌Note: This acti...

The OpenRouter app allows you to invoke AI models directly inside your workflows, enabling automated content generation, summarization, and personalized messaging. Instead of manually drafting responses or processing information, you can configure workflows to generate AI outputs in real time using structured prompts and dynamic variables. 📌Note: Th...

The Facebook Chat Widget allows website visitors to start a real-time conversation with your business through Facebook Messenger directly from your site. It provides a familiar, trusted messaging experience without requiring visitors to leave your website, create an account, or complete a form. Let’s walk through how to create and configure one. Cre...

Go Live is the native live-session experience within Communities, allowing admins to host interactive meetings or broadcast professional streams directly inside any group or channel. Members can join instantly, participate through chat and emoji reactions, and—if enabled—access session replays. Because the experience is fully integrated, hosts maint...

The Global Settings in Brand Boards allow users to store and manage custom colors and fonts, which can be reused across various site builders. Not only does this save time, but it also ensures that all your sites are cohesive, giving clients a better perception of the business. Follow along as we delve into the key components of this section. Access...

The Transfer Bot Action is designed to streamline the flow of conversations by intelligently routing users from one AI bot to another based on predefined user intents or trigger conditions. This feature enhances operational efficiency, simplifies complex workflows, and enables businesses to implement modular AI bot architectures. How It Works Naviga...