Making updates inside a workflow can take a lot of time when you have to open each step one by one. This CRM feature helps you make focused changes to exactly the actions you want, so you can update messages, stages, and sender details faster without affecting the rest of your workflow.

📌 Why This Matters

If your business uses workflows for follow-ups, reminders, sales steps, or customer communication, small edits can quickly turn into a repetitive task. This feature gives you more control over those updates by letting you target only certain actions or triggers. That means less manual work, fewer mistakes, and more confidence when updating larger workflows.

✨ What’s New

• More precise edits: You can tell the CRM exactly which actions or triggers to update, whether that means all of them, a few specific ones, or a set number.
• Bulk message updates: Change email, SMS, or other message copy across multiple actions in one go instead of editing each one manually.
• Pipeline stage changes: Update pipeline stages across selected actions and triggers at the same time.
• Sender detail updates: Apply the same From Name and From Email across all or selected email actions with one instruction.
• Selective targeting: If you only want certain emails changed, the CRM updates only those and leaves everything else as is.

🛠️ How to Use It

1. Step 1: Open the AI assistant from the sidebar inside your workflow builder.
2. Step 2: Describe what you want to change and clearly define the scope, such as all email actions, only the first two SMS steps, or selected pipeline actions.
3. Step 3: Review the preview carefully to confirm the right steps are being updated.
4. Step 4: Save your changes once everything looks correct.

💡 Pro Tip

Use this when updating seasonal offers, appointment reminders, or follow-up messages so you can make fast changes across your workflow and start capturing sales without delay.