Help and contact

Ten short guides: concrete example, steps, expected result and what to do if it fails. The help matches the active version of the software.

Set permissions

Example — You want quote follow-ups to go out without validation.

Steps

  1. Open Assistants and automation.
  2. Choose the mission and the “Bounded automation” mode.
  3. Set recipients, hours, cap and exclusions.

Expected result

The routine acts only within this scope; any exception comes back to “Your decision needed”.

If it fails

Pause automated actions from the same page; the stop is immediate at the next safe point.

Write to us

State the subject of your request and a way to reply. Avoid sensitive attachments until they are necessary. Your request receives a reference and can be followed up.

Support hours : Support hours will be published by the operator.

The information entered is used only to handle your request.

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