Workflows & Operators
Enable/disable flows, assign AI operators, review usage, and drill into runs.
AllQuick WinsAdd-OnsNeeds attention
AI operator selection
Select an operator to preview usage and linked workflow coverage.
Used vs allocated threads248 / 300
Support Inbox → Triage → Draft ReplyJob Complete → Review Request → Issue Recovery
Available operators (not purchased)
Renewal & Retention Operator
Workflow usage vs allocation
Orange line = used of allocated chargeable items.
Support Inbox → Triage → Draft Reply182 / 250
Invoice Overdue → Reminder Sequence121 / 200
Appointment No-Show → Rescue Sequence164 / 180
Job Complete → Review Request → Issue Recovery138 / 180
Daily Ops Summary → Action Buttons89 / 140
Operator usage trend (7 days)
Orange = used, blue dashed = allocated threads
Support Inbox → Triage → Draft Reply
Categorizes new emails, assigns an owner/queue, drafts a reply for review.
Tier: Quick WinCredits: 1EnabledAI operators: 1EmailHelpdesk
Chargeable items182 / 250
Last run: 2/10/2026, 3:22:00 PM
View detailsInvoice Overdue → Reminder Sequence
Sends day 1/3/7 reminders; optional SMS; includes payment link.
Tier: Quick WinCredits: 1EnabledAI operators: 1EmailSMSAccounting
Chargeable items121 / 200
Last run: 2/10/2026, 2:05:00 PM
View detailsAppointment No-Show → Rescue Sequence
Texts customer to reschedule; escalates to ticket if no response.
Tier: Quick WinCredits: 1EnabledAI operators: 1SMSHelpdeskCalendar
Chargeable items164 / 180
Last run: 2/10/2026, 7:45:00 PM
View detailsJob Complete → Review Request → Issue Recovery
Asks for review; routes negative feedback internally before it goes public.
Tier: Quick WinCredits: 1EnabledAI operators: 2SMSEmailHelpdesk
Chargeable items138 / 180
Last run: 2/10/2026, 10:12:00 PM
View detailsDaily Ops Summary → Action Buttons
Sends daily rollup with action links for follow-ups, overdue items, and blockers.
Tier: Add-OnCredits: 2EnabledAI operators: 1Email
Chargeable items89 / 140
Last run: 2/10/2026, 1:00:00 PM
View details