Automations · 6 min

Turn automations on safely

The safe order to publish workflows, and how to test each one.

1
Start with lead response and missed call text back — highest value, lowest risk.
2
Test each workflow with a test contact before publishing: yourself or a colleague.
3
Publish quote follow-up and renewal workflows once communication channels are verified.
4
Enable campaigns last, after templates have your branding and you've reviewed every message.