Zia for Workflow Rules

You automate several sales followup activities using workflow rules to save time and efforts, which in turn increase the productivity of sales people. However, keeping track of triggers made through workflow rules to see what works best and what doesn't could be cumbersome. Zia does just that for you.

Zia brings AI to your workflow automation processes by detecting anomalies and provide suggestions for your workflow rules. Zia also identifies and prevents you from making mistakes, such as sending multiple email templates to the same customer on the same day.

Availability

Permission Required

Users with manage Automation permission in their profile can access this feature.

To view Workflow Anomalies and Suggestions from Zia

ClickZia icon in the bottom right corner.
You can click open the alerts individually to view more details.

You will receive Workflow Anomalies and Suggestions when:

The same contact receives an email twice via two workflows on the same day.
The same contact receives two or more email via multiple workflows on the same day.

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Quick Links	Workflow Automation	Data Collection
Web Forms	Enterprise	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Accessible Forms
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Order Forms for Small Business
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Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
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Email Forms		Encrypted Forms
Embeddable Forms		Secure Forms
Drag and Drop form builder		WCAG

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