Click any video to play. Total runtime ≈ 24 minutes across all 12.
📂 Collections
Email Templates
Create and edit templates in Control Center, insert dynamic variables, auto-save behavior.
Duration: 1 min 41 sec
Workflows
Build outreach workflows with stages, time zones, recurring email/call automation.
Duration: 1 min 43 sec
Sending Emails
Automated workflow emails vs. one-off manual outreach, plus replying via tasks.
Duration: 1 min 30 sec
Tasks
Task layout, priority, the AI-generated reply panel, and how to action a task.
Duration: 1 min 21 sec
Task Groups & Bulk Actions
Group tasks by customer or type, then bulk-complete them in a single click.
Duration: 2 min 38 sec
Payment Portal Setup
Connect Stripe, then send customers a payment link to pay invoices online.
Duration: 1 min 32 sec
Disputes
Track disputes, work resolutions, automatic dunning hold, and reason code setup.
Duration: 7 min
💵 Cash App
Bank Transactions
Connect via Plaid Easy Connect, or upload bank statements manually.
Duration: 55 sec
Cash App Matching
How payments get matched to invoices using remittance, memos, and AI follow-up.
Duration: 2 min 28 sec
🖥 Platform
Dashboard & Agent Settings
The reorganized navigation: Control Center, use-case settings, Connectors area.
Duration: 2 min 45 sec
Customers Table
Health indicator, search and filter, customer detail page overview.
Duration: 1 min 24 sec
Invoices Table
Filter by status or collector, drill into invoice details and activity history.
Duration: 1 min 24 sec