CRM & communications
Customers, segments, email campaigns, automation, notifications, and the shared conversations inbox.
8 step-by-step guidesCreate and send a CRM campaignChoose an audience, build content, run preflight checks, control delivery, and monitor campaign results. 10 minManage CRM contacts and advanced filtersManage customers, tags, segments, sync history, advanced filters, and bulk actions from one CRM workspace. 9 minSet up and verify an email sending domainAdd a sending subdomain, copy its DNS records correctly, and understand verification status. 9 minUnderstand domain warmup and sending limitsRead the warmup stages, daily allowance, usage, and capacity messages before increasing volume. 6 minUse the Conversations inboxConnect supported channels and manage real customer conversations, assignments, statuses, and replies in one inbox. 12 minManage email suppressions, failures, and queuesUnderstand why an email was blocked, failed, or delayed and take the safest available action. 8 minBuild and monitor a CRM automationCreate a location-scoped workflow, test it safely, publish it, enroll customers, and review execution results. 11 minConfigure transactional notificationsConnect system events to the right templates and verify customer-facing messages. 8 min