Basics
- "Workflows" Tab (Agency vs. Client View)
- Agency Workflows TabYour central command center for creating, managing, and deploying all automated processes within your agency and for your clients.
- Client Workflows TabYour command center for creating, managing, and deploying all automations for single client.
- Customer Connector AppThe Customer Connector is a powerful, built-in app that directly connects your Voice Agents to the Workflows module.
- How to create your first Automation
- Trigger Setup
- Action Setup
- Automation timing
- Connect Your App Accounts to ChatDash
- Sorting fields - "Light view" button