How Automated Cleanup Keeps Your Customer Workflows Running Smoothly

Managing customer communications and processes can get tricky when steps in your workflows change. Sometimes, if a waiting step is removed, contacts can get stuck waiting indefinitely, leading to delays and extra manual work. Fortunately, today’s improvements make sure your customer workflows run smoothly by automatically handling these stuck contacts.

📌 Why This Matters

When part of your customer or sales process changes, like removing a waiting step in a workflow, contacts stuck waiting there can cause hold-ups and confusion. This can waste your time and cause frustration. Automatic cleanup makes sure these contacts don’t get trapped, so your customer experience stays seamless and you don’t have to spend extra effort fixing issues.

✨ What’s New

  • Auto-removal of stuck contacts: If a waiting step in your workflow gets removed, any contacts waiting there get cleared automatically, preventing delays.
  • Helpful notifications: You’ll receive a brief heads-up the next time you open a workflow affected by these changes, so you know what was adjusted.
  • Clear logging: Details about these automatic removals are recorded in execution logs for easy review.

workflow snapshot refresh notice

execution log details

🛠️ How to Use It

  1. Step 1: Refresh your workflow or process snapshot whenever changes are made.
  2. Step 2: If any workflow steps were deleted, the system automatically removes contacts waiting at those steps and shows a quick notification when you next open the workflow.
  3. Step 3: You don’t need to do anything else—your workflows remain clean and ready to run smoothly.

💡 Pro Tip

Keeping your customer workflows free from stuck contacts means faster, more reliable communications that help convert interest into sales without unnecessary delays.

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