Find the guide that matches the work.

Contain automation risk and safely retry a run, recover waiting work, or restore a known-good version.

Create a focused automation draft, resolve builder validation, and test every meaningful path with controlled records.

Verify AI summaries, drafts, and recommendations against source evidence before any customer or CRM action.

Understand the automation lifecycle, execution model, workspace views, and evidence that proves customer work completed.

Build understandable automation paths with conditions, actions, waits, timeout branches, receipts, and safe recovery.

Design small outcome-led automations with eligibility, suppression, volume controls, human handoffs, and operating reviews.

Choose among conversation, CRM, commercial, manual, webhook, and scheduled triggers without over-enrolling records.

Reconstruct automation runs from trigger context, published versions, step traces, receipts, and pending resumes.

Separate testing, approval, publication, and activation so only reviewed automation versions become live.