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Tell us about one workflow you want to automate or improve. A specialist reads every request and replies by email to set up a call.

Is this mainly to grow sales, improve service, or cut labor costs?Optional
Does the workflow involve customer names or other personal information (PII)?Optional
Which identity and email provider do you use?Optional
Do people use company-managed computers? Mac, Windows or both?Optional
Is a desktop app that each person installs on Mac or Windows acceptable?Optional
Do you need admin roles to add and remove users?Optional

We use your answers only to prepare for the call.