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  • Settings
  1. Workflows
  3. Templates
  1. Workflows
  3. Templates

Workflow Templates

Start from a pre-built automation template.

Usage limit upgrade nudge

Notify customers approaching their plan limit.

Urgent ticket escalation

Auto-assign urgent tickets to senior support.

Failed invoice notification

Alert billing when a payment fails.

Churn risk retention task

Create a retention task for at-risk accounts.

Low-confidence AI escalation

Send low-confidence AI replies to approval.

Trial ending reminder

Remind customers before their trial ends.