Weekly Roundup: Exciting New Features in Automation Agency CRM
The Automation Agency CRM team has been hard at work, rolling out a series of powerful updates designed to streamline your business processes and enhance team collaboration. This week, we’re diving into granular user permissions for Gift Cards, the integration of Workflow AI Builder into Ask AI, and the ability to send bulk emails directly from Companies and Custom Objects. Let’s explore these exciting updates and how they can transform your CRM experience.
Granular User Permissions for Gift Cards
The new update to the Automation Agency CRM allows businesses to assign granular permissions for Gift Card operations. This means you can now control exactly which team members can perform specific actions related to Gift Cards, ensuring better security and management of Gift Card balances and customer information.
Key Features:
- View and manage Gift Card Orders and Products with assigned permissions.
- Control who can send Gift Cards, access the complete Gift Card code, and deactivate cards.
- Assigned data level granularity to ensure users only see what they need to.
Admins can configure these permissions by navigating to Settings → My Staff, selecting a staff member, and editing their roles and permissions under the Gift Cards section.
Workflow AI Builder Now Available in Ask AI
Automation Agency CRM now empowers you to create and edit workflows through Ask AI, enhancing flexibility in automation processes. This feature allows users to describe a desired workflow and have it built automatically, all within a chat interface.
Highlights Include:
- Build workflows from a simple prompt in Ask AI.
- Live previews and conversational edits within the chat interface.
- Seamless integration with WhatsApp for workflow creation on the go.
Start a chat in Ask AI, describe your workflow needs, and watch as the AI crafts a tailor-made solution for you. You can always finalize and publish your workflow in the workflow builder.
Send Bulk Emails from Companies & Custom Objects
Gone are the days of tediously rebuilding email lists. With the latest update, you can now send bulk emails to associated contacts directly from Company and Custom Object lists, enhancing your email marketing efficiency.
Notable Features:
- Send emails to associated contacts from Company and Custom Object views.
- Utilize Smart Lists to segment and target specific groups seamlessly.
- Compose, schedule, and track email campaigns with ease.
This feature is perfect for targeted campaigns, allowing you to filter and email contacts based on specific criteria such as industry, renewal dates, or account tier.
Each of these updates is designed to make Automation Agency CRM more powerful and user-friendly, providing you with the tools you need to manage your business effectively. Take advantage of these new capabilities to enhance team collaboration, streamline processes, and drive your business forward. Stay tuned for more exciting updates from the Automation Agency CRM team!
