Delegate and Deliver Your Messages

Imagine taking your routine operational reports and turning them into automations that actively steer and accelerate processes for you. Introducing Act On It's Automation Builder!

This powerful toolkit empowers managers to move away from manual monitoring and instead focus on creating simple automations that drive and enable the activities they want to see in real time. 

Act On It will oversee your Salesforce operations for you and deliver actionable insights to teams throughout the day, with single click actions that make light work of next steps. Resulting in better informed teams, improved process adoption, smoother operations, faster case resolution, and accelerated sales cycles... all with less effort.

Here's how we can ask Act On It to monitor and alert our team to queued, high-risk, priority cases in just 2 minutes and 10 seconds ⏱️:

To create a new automation, navigate to the Act On It lightning application, select the "Message Automation" tab and click "New":

Let's explore each automation type ...