Insurance agents are going to really feel the pain of this new feature, “Call Screening” starting October 1st. Learn more about it, and how to beat it
agent crm automation
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Automations are the heart of Agent CRM—but your workflows are only as good as your trigger logic. Knowing when to use “AND” vs. “OR” can mean the difference between sending the perfect message to the right contact… or sending it to everyone by mistake.
Now, with this update, you can use Redirect CTAs inside the All-in-One Chat Widget, which combines all your communication channels into a single streamlined experience.