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How to Use Pulse

Pulse helps you take action on important business events by turning data into tasks. You can quickly review activity and follow up with customers directly from the app.

What You’ll See in Pulse:

  • Customer name
  • Order date
  • Order details (quantity, volume, status)
  • Activity source
  • Available follow-up options

How to Take Action:

Follow Up Now

  • Generates an AI-powered message
  • Allows immediate outreach

Follow Up Later

  • Saves the task for future action

Dismiss Task

  • Removes the task if no action is needed

Messaging and Tracking:

  • Messages are trackable when sent through the app
  • You can see opens, clicks, and engagement

What to Do Next:
Review your Pulse dashboard daily and take action on the most important tasks.