Templates, workflows & surveys

What sends automatically, when, and how to change it.

Plan templates and automation blueprints

Create, version, and apply reusable phase and task blueprints for customer onboarding, implementation, offboarding, and reactivation plans.

Create reusable CSAT, NPS, onboarding, and exit surveys, configure question types and logic, manage system templates, and embed merge tags.

Configure automated event rules, plain-English AI generation, multi-channel actions, sequenced playbooks, and monitor the execution audit log.