If you use a CRM to create customer follow-up automations, vague instructions can lead to extra edits and wasted time. This update helps the workflow builder ask a few smart questions first, so you get a more accurate result from the start.

📌 Why This Matters

When you describe a workflow in a general way, the system may have to guess important details like what starts the workflow, how to contact the customer, or when messages should go out. Those guesses can lead to automations that do not match how your business actually operates.

By asking for missing details before building or editing the workflow, the CRM can give you a better first draft, reduce back-and-forth changes, and help you get your process live faster.

✨ What’s New

• Clarifying questions before setup: If key details are missing, the workflow builder asks up to three focused questions before creating or updating your automation.
• Better first results: With the right details upfront, your workflow is more likely to match your real customer journey without multiple revisions.
• Only asks when needed: Questions appear only when important information is missing, such as the trigger, communication channel, or timing.
• Flexible responses: You can choose from suggested answers, type your own response, or skip a question and let the system decide.
• Helps avoid unsupported options: If you mention a communication method the platform does not support, it will ask you to choose a supported one instead.

🛠️ How to Use It

1. Step 1: Open the workflow builder and describe the automation you want to create or the change you want to make.
2. Step 2: Answer any follow-up questions about missing details, such as what event starts the workflow, which channel to use, and when actions should happen.
3. Step 3: Select one of the suggested options or type a custom answer that better fits your business.
4. Step 4: Skip any question if you want the system to make the choice for you.
5. Step 5: Review the generated workflow and publish it once it matches the customer experience you want to deliver.

💡 Pro Tip

The more clearly your follow-up timing and message channel match how your customers buy, the easier it is to turn leads into booked appointments and sales.