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Customers & follow-upGrowth
Action Center
Unified inbox for missed calls, failed automations, delivery issues, reschedule requests, and staff tasks.
What this page is for
Use as the daily operations queue.
How to set it up
- 1Enable calls, reminders, and tasks.
- 2Open urgent items first.
- 3Clear or route each item to the right page.
Demo workflow
Daily operations demo
Staff starts the day and needs to know what requires attention first.
1
Open
Go to Action Center and sort by urgent/high priority items.
2
Resolve
Open missed calls, failed automations, pending deliveries, or reschedule requests.
3
Track
Move work into follow-up tasks or mark items handled in the related page.
The team gets one daily queue instead of checking many pages manually.