Find the guide that matches the work.

Triage one team conversation from queue selection through customer context, reply, follow-through, and truthful resolution.

Turn customer promises into dated next actions, work the Follow-ups queue, and close the loop without hiding waiting work.

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

Select a verified conversation cohort, apply assignment or workflow changes safely, and reconcile partial or conflicting results.

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

Use Command Lens to find customer records, open queues, jump between WRKZY areas, and start approved actions without losing workspace context.

Turn WRKZY notifications into source-record action, keep the feed usable, and configure high-signal alerts without duplicating inbox work.

Connect a shared business address, validate receiving and direct sending, route it to Work, and monitor email delivery health.

Review duplicate identity evidence, choose a surviving contact and field values, merge related work safely, and use the 30-day undo ledger when needed.

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

Capture team-only decisions, apply reusable labels, and connect the customer context needed for a reliable handoff.

Build a WhatsApp campaign with an approved template, connected sender, eligible audience, mapped variables, media, outcome, and contact-pressure review.

Build a shared-inbox email campaign with governed contact-list audience, subject and body, unsubscribe readiness, test sends, and final launch review.

Use WRKZY's seven onboarding decisions to create a focused operating workspace and reach a verifiable first customer outcome.

Design pipelines, stage types, probabilities, aging thresholds, movement controls, field requirements, and approval rules around real customer evidence.

Choose the right WRKZY channel setup, authorize a company-owned sender, route it to a team inbox, and verify both directions.

Create a contact with reliable identity, channel-consent, company, ownership, segmentation, and custom-field data, then verify the saved record.

Build an intentional inbox scope with queues, team inboxes, channels, ownership, status, date, unread state, and search.

Find the right guide, isolate the failing step, and send WRKZY Support useful evidence without exposing customer data or secrets.

Maintain channel-specific consent evidence, email unsubscribe and suppression controls, explicit exclusions, and respectful frequency governance.

Use conversation state, urgency, response deadlines, and next-action timing as distinct controls for truthful queue management.

Govern typed CRM fields and reusable tags without breaking imports, views, automations, or data meaning.

Use quote delivery evidence, buyer engagement, validity, response state, and linked customer context to plan safe follow-up and recover failed sends.

Interpret campaign statuses and channel metrics, inspect recipient-level exceptions, assign responders, complete follow-up, and review the declared outcome.

Define a campaign audience from lists, tags, custom fields, all contacts, or CSV; then reconcile matches, eligibility, exclusions, duplicates, and pressure.

Build a minimal reproducible support packet with safe identifiers, redacted evidence, and no credentials.

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

Compose a context-aware reply, verify recipients and sender, use attachments or templates safely, and confirm delivery evidence.

Send private product feedback to WRKZY, continue the conversation with your company, and follow published roadmap decisions and updates.

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

Use Contact 360 to review identity, consent, relationship momentum, conversations, commitments, deals, quotes, and durable customer activity before acting.

Record Won or Lost customer outcomes, archive operational noise without losing linked history, and restore retained deals through governed recovery.

Configure personal event categories, inbox sources, browser alerts, and sound without turning every unread item into noise.

Design team-inbox visibility, channel routes, assignment, capacity, working hours, SLAs, and escalation ownership.

Choose the correct Meta connection mode, add a company-owned WhatsApp sender, route it, and prove inbound and outbound behavior.

Create a deal from verified company or contact context, choose the right pipeline and currency, and establish accountable ownership and forecast evidence.

Understand organization and workspace scope, then create, switch, or rename a workspace without cross-scope mistakes.

Add existing or new teammates with least privilege, verify invitation delivery, and safely manage access changes.

Review trials and subscription state, estimate plan or add-on changes, and verify provider-backed entitlements.

Inventory WhatsApp and shared-email connections, verify ownership and data scope, and remove dependencies safely.

Update deal stage, ownership, priority, probability, forecast category, and expected close date as separate evidence-based decisions.

Update personal identity, password, authenticator MFA, and active sessions for every signed-in role.

Design CRM tags and custom fields that support search, segmentation, routing, imports, and automation without creating ambiguous duplicate data.

Progress a deal stage by stage using customer evidence, configured movement rules, approvals, tasks, and governed Won or Lost outcomes.

Use deal pulse, health reasons, stage aging, close-date pushes, customer activity, suggestions, and durable history to identify risk and data gaps.

Choose the minimum team-visible scope, destination inbox, and audit trail when private email creates a shared customer commitment.

Create or join an approved WRKZY account, verify your email, enter the correct workspace, and recover common access problems.

Turn deal follow-up into owned tasks with due times, reminders, status, followers, and contextual comments instead of relying on unstructured notes.

Review demand, quote conversion, share activity, objections, price health, and AI-detected customer interest before updating CRM records or follow-up.

Connect WhatsApp senders, select default outbound routing, govern history sync, and verify diagnostics and delivery.

Manage WhatsApp provider templates and personal or shared email templates with correct variables, approval, and lifecycle.

Publish and share a quote through the correct email or WhatsApp path after verifying recipient, approval, session or template rules, PDF, and secure link.