Managing your customer communication just got simpler. Now you can include company details—like your business name, phone number, or address—right inside your workflows that manage customer interactions. This makes it easier to personalize messages and automate decisions without extra manual steps.

📌 Why This Matters

When you deal with customers connected to your business or company details, it’s important to have quick access to that information during communication. Using company data inside workflows helps you create more relevant messages and apply smarter automation based on business-specific information, saving time and avoiding errors.

✨ What’s New

• Company Info in Your Workflows: You can now add company fields such as company name, phone, email, website, and address directly into your customer-related workflows.
• Use Company Fields in Conditions: These details are available in message content and conditional steps, letting you tailor communication based on the company linked to each customer.

🛠️ How to Use It

1. Step 1: Open your existing workflow or create a new one to manage customer communications.
2. Step 2: Add or edit a message, note, or conditional branch where you want to use company information.
3. Step 3: In the variable picker, select from the available company fields to insert company details like name or address.
4. Step 4: Use these fields to personalize emails, notes, or to direct workflow decisions based on company data (for example, routing contacts differently based on company city).

💡 Pro Tip

Including company details in your customer messages not only makes your communication feel more personal but can help you automate smarter decisions that save time and improve your client relationships.