Start from a template for work such as renewal preparation, onboarding progress, collections, or customer attention.A Play checks the evidence available for an account before suggesting work. You can save a draft, publish a version, and activate it when its setup is ready. Recommendations follow a review process before reaching the Actions inbox and Slack.Set up a Play
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Monitor accounts and prepare next steps with Plays
Create a Play to monitor an account or customer segment with your team’s instructions, schedule, and connected sources.