AvailableCustomers, appointments, work and money
Keep customer records, appointments, jobs, quotes, invoices and recorded payments connected.
Try one customer journey from enquiry to receipt during your trial.
Connection requiredEmail, calls, calendars and payment collection
Each live channel needs its own account, permissions, configuration and successful delivery check. Usage charges are separate from your subscription.
Open Connections and complete a test for the channel you need.
Preparation availableMarketing campaigns
Prepare audiences, consent records, campaign content and attribution reports. Campaign sending, social publishing and review requests are not available yet.
Prepare your audience and content; use an existing approved sending service until campaign delivery is available.
Preview availableGeneral workflow automation
Build and preview workflows. General communication, wait and approval steps are not enabled for live execution. Individually supported operational workflows have their own activation controls.
Preview the workflow and check which steps can run before relying on it for customer follow-up.
Connection requiredAI agents
Build agents with approved knowledge and abilities. Builder previews are fictional; live voice requires a configured channel, spending controls and a tested human handover.
Test the approved abilities and fallback with your own business workflow before enabling a live channel.
PlannedSelf-service website publishing
Saving a page or form in Marketing does not publish a website. The shared self-service website publisher is not available yet. Bespoke websites are scoped separately.
Use Marketing to prepare content, or discuss a bespoke website and its enquiry connection.