ImprovedFixed
A searchable step picker in the workflow builder
Adding a workflow step now opens a searchable picker with categories, connected email tools get their own tiles, and the assistant reports exact client counts.
- Improved Searchable step picker in the workflow builder. The "+" between workflow steps now opens a picker with categories and search instead of one long list. Each connected email tool gets its own tile under Integrations — pick it and the step's settings show only that tool's actions, lists, and tags. A back arrow takes you from a new step's settings straight back to the picker.
- Improved Exact client counts from the assistant. Ask the assistant how many clients a product has and it answers with exact numbers — active, imported, test, and past-due — instead of estimating from a page of results.
- Improved More accurate assistant guidance. The assistant now takes you to the abandoned carts view when you ask about them, suggests the correct way to restore expired access (re-granting it), and checks a client's profile before offering to message them.
- Fixed No more runaway tabs on the customer home screen. Opening a platform card in the customer area could open the same page in new tabs over and over; one click now opens it once.