Changelog

New features and improvements to Default.

  1. New featureRoutingWorkflows

    Rules of Engagement

    Condense sprawling workflow logic into a single node, with global controls.

    Rules of Engagement ruleset routing inbound leads by region and company size
    • Write your go-to-market logic once, and drop it into any routing workflow in seconds.
    • Update dozens of workflows with shared logic in a few clicks.
    Read updateDocs
  2. New featureWorkflowsRouting

    Multi-trigger workflows

    Add various trigger types to critical go-to-market decision logic.

    Form Submission and CRM Record Created triggers both feeding the same Enrich Data step
    • Build one workflow for MQL routing, connecting every point of ingress.
    • Mix trigger types to route based off CRM updates and form-fills on the same canvas.
    Read updateDocs
  3. New featureRouting

    Policies

    Govern numerous queues in a few clicks with over-arching policies that set general guidelines.

    Take turns equallyAssigns assignments to queue members in a round robin fashion.
    Round Robin
    Most available calendar timeAssigns assignments to queue members based on their availability.
    Availability-based
    Least recent assignmentAssigns assignments to queue members based on the recency of their assignments.
    Recency-based
    • Build a policy to dictate distribution strategy, meeting credit reallocation, and OOO handling.
    • Assign a policy to a new queue for one-click deployment, or edit dozens of queues at once by changing the policy.
    Read updateDocs

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