Best practices
Operate conversations with clarity and control
Segment before sending
- Use tags for audience intent
- Keep excluded contacts visible
- Review list quality before launch
Respect timing
- Schedule around user availability
- Use paced sending
- Pause workflows when teams are offline
Keep replies actionable
- Use canned replies for common answers
- Route exceptions to inbox
- Keep context attached to contacts
Control access
- Use roles for workspace teams
- Rotate API keys
- Review logs regularly