# Growth documentation

> CRM, sales documents, the helpdesk, marketing campaigns and sequences, ads, forms and reviews. Every capability, where it lives in Automo and how to use it.

CRM, sales documents, the helpdesk, marketing campaigns and sequences, ads, forms and reviews.

108 entries. Each one says what it does, where it lives in Automo, how to use it, and what it needs. Sign in at [automo.ai](https://automo.ai) to try any of them; the Free plan needs no credit card.

- Capabilities (62)
- Tools inside the editors and the PDF suite (7)
- Where things are in the menus (39)

## Capabilities

What you can do, product by product.

### Spark: social posts and team advocacy

AI social post ideas and content plans, a Practice mode, and "Share with your team" so staff repost brand content, with hand-off to the Content Calendar.

- **Where:** Marketing → Content
- **How:** Open Marketing → Content to draft posts, share them with your team and see what the team is publishing.
- **Opens at:** `/create/spark` in your workspace
- **Apps:** available when one of these apps is on: `spark`
- **Replaces:** Hootsuite Amplify
- **Also known as:** spark, employee advocacy, advocacy, team posting, team social posting, social post ideas, share with your team, staff reposting, content plan, social posts, content ideas, post drafts

### Content calendar

A calendar view of everything scheduled and published, so gaps and clashes are obvious.

- **Where:** Marketing → Marketing Calendar
- **How:** Open Marketing → Marketing Calendar.
- **Opens at:** `/marketing?tab=calendar` in your workspace
- **Apps:** available when one of these apps is on: `spark`
- **Replaces:** Hootsuite
- **Also known as:** posting schedule, editorial calendar

### Content practice mode

Practise writing posts with AI feedback before anything goes live.

- **Where:** Marketing → Content → Practice
- **How:** Open Content and switch to the Practice tab.
- **Opens at:** `/create/spark?tab=training` in your workspace
- **Apps:** available when one of these apps is on: `spark`
- **Also known as:** training, coaching, get better at posting

### Events

Host and manage events, registration, reminders and the recording afterwards.

- **Where:** Marketing → Campaigns → Events
- **How:** Open Events and create an event.
- **Opens at:** `/social/events` in your workspace
- **Apps:** available when one of these apps is on: `events`
- **Also known as:** webinar, host an event, registrations

### Live event photo wall

Guests scan a QR code and share photos and videos to a moderated live feed that plays on a big screen in display mode.

- **Where:** Marketing → Campaigns → Events → your event → Open live page
- **How:** Publish the event, show the QR code or copy the guest link, then open display mode on the venue screen.
- **Opens at:** `/social/events` in your workspace
- **Apps:** available when one of these apps is on: `events`
- **Also known as:** guest photos, guest photo feed, live wall, photo wall, display mode, big screen, event photos, share photos at event, guest uploads, moderate feed, qr code, export content, event chat

1. Open Events and choose your event.
2. Click Open live page.
3. Use Show QR code or Copy guest link so guests can join and upload.
4. Use Moderate feed to approve or hide posts.
5. Click Open display mode on the venue screen to show the live wall.

### Live polls and announcements

Run live polls and push announcements to every guest's phone during the event, with results shown live on the big screen.

- **Where:** Marketing → Campaigns → Events → your event → Open live page
- **How:** Open the event's live page and click New poll or Send announcement.
- **Opens at:** `/social/events` in your workspace
- **Apps:** available when one of these apps is on: `events`
- **Replaces:** Slido
- **Also known as:** live poll, polls, audience poll, voting, announcement, push message to guests, slido, mentimeter

### Big-screen reactions

Guests send emoji reactions from their phones that float across the live wall in display mode.

- **Where:** Marketing → Campaigns → Events → your event → Open live page
- **How:** Open display mode on the venue screen; guests tap the emoji bar on the live page to send reactions.
- **Opens at:** `/social/events` in your workspace
- **Apps:** available when one of these apps is on: `events`
- **Also known as:** emoji reactions, reactions, live reactions, audience reactions, live wall

### AI event recap and assistant

One click summarises the event's photos, polls and engagement into a shareable recap, and the AI Event Assistant answers questions about the event.

- **Where:** Marketing → Campaigns → Events → your event → Open live page
- **How:** Open the event's live page and click Generate AI event recap.
- **Opens at:** `/social/events` in your workspace
- **Apps:** available when one of these apps is on: `events`
- **Also known as:** event recap, event summary, ai recap, event assistant

### Live event analytics

Track photos, guests, likes, comments, engagement per photo and the peak hour of your event as it happens.

- **Where:** Marketing → Campaigns → Events → your event → Open live page
- **How:** Open the event's live page and view Event Analytics.
- **Opens at:** `/social/events` in your workspace
- **Apps:** available when one of these apps is on: `events`
- **Also known as:** event analytics, event engagement, guest engagement, peak hour

### Contacts

Every person you deal with, with custom fields, a full activity timeline, and everything they’re attached to.

- **Where:** Customers → Contacts
- **How:** Open Customers → Contacts and add a contact or import a list.
- **Opens at:** `/customers/contacts` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Replaces:** HubSpot
- **Also known as:** people, customers, address book, add a contact

### Companies

Company records that group contacts, deals, invoices and tickets under one account.

- **Where:** Customers → Companies
- **How:** Open the Companies tab in Contacts.
- **Opens at:** `/customers/contacts?tab=companies` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Replaces:** Salesforce
- **Also known as:** accounts, organisations, businesses

### Leads

Unqualified enquiries kept separate from your real contacts until they’re worth working.

- **Where:** Customers → Leads
- **How:** Open the Leads tab in Contacts.
- **Opens at:** `/customers/contacts?tab=leads` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** enquiries, prospects, new leads

### Deals and pipeline

A kanban pipeline with your own stages, values and close dates, plus forecasting off the back of it.

- **Where:** Customers → Deals
- **How:** Open Customers → Deals and drag cards between stages.
- **Opens at:** `/customers/deals` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Replaces:** Salesforce
- **Also known as:** pipeline, opportunities, sales stages, forecast

### Import contacts from CSV, HubSpot or Apollo

Bring your existing customer data in, a CSV file, a resumable HubSpot migration, or prospects from Apollo.

- **Where:** Customers → Contacts → Import
- **How:** Open Contacts → Import, pick the source, then map the columns to fields.
- **Opens at:** `/customers/contacts` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** import csv, migrate from hubspot, upload contacts, apollo

1. Open Customers → Contacts and choose Import.
2. Pick CSV, HubSpot or Apollo.
3. Map each incoming column to a contact field.
4. Run the import, HubSpot migrations resume if interrupted.
5. Review the imported records and fix any duplicates flagged.

### AI lead scoring

Scores leads so the list you work on in the morning is ordered by who is actually likely to buy.

- **Where:** Customers → Contacts / Leads
- **How:** Scores appear on the record; sort or filter the list by score.
- **Opens at:** `/customers/contacts?tab=leads` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Replaces:** Salesforce Einstein
- **Also known as:** prioritise leads, hot leads, scoring

### Recycle bin and restore

Deleted records go to a bin you can restore from, instead of vanishing.

- **Where:** Customers → Contacts → Recycle bin
- **How:** Open the recycle bin and restore the record.
- **Opens at:** `/customers/contacts` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** undelete, restore contact, trash

### Call analytics

Call volume, outcomes and peak hours across the team, tied back to the contact and deal.

- **Where:** Customers → Call history → Analytics
- **How:** Open Customers → Call history and switch to Analytics.
- **Opens at:** `/customers/calls/analytics` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Replaces:** Aircall
- **Also known as:** call reports, phone stats

### Team activity

What the team has been doing across contacts, deals and calls, and what each person is holding.

- **Where:** Customers → Team activity
- **How:** Open Customers → Team activity.
- **Opens at:** `/customers/team-activity` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Who can use it:** Everyone; admins and managers see the whole team, reps see their own row
- **Also known as:** team performance, who did what, rep activity

### Forecast review

AI assesses every open deal from its stage, record completeness and real engagement, and the manager sees where each rep is forecasting above or below the model.

- **Where:** Customers → Dashboard → Forecast Review
- **How:** Open Customers → Dashboard and pick Forecast Review.
- **Opens at:** `/customers/forecast-review` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Who can use it:** Admins and managers
- **Also known as:** win probability, forecast accuracy, sandbagging, ai deal score

### Sales hub

The selling surface, proposals, quotes, invoices, products and portals in one place.

- **Where:** Customers → Sales
- **How:** Open Customers → Sales.
- **Opens at:** `/customers/sales` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Also known as:** quotes, sell, sales dashboard

### Proposals and quotes

Build a proposal or quote, share it as a public page, and track when it’s opened and accepted.

- **Where:** Customers → Sales → Proposals
- **How:** Open Proposals, build from a template, then send the link.
- **Opens at:** `/customers/sales?tab=proposals` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Replaces:** PandaDoc
- **Also known as:** send a quote, proposal, estimate, pricing document

### Products and services catalogue

Your sellable items with pricing, used by quotes, invoices and the storefront.

- **Where:** Customers → Sales → Products & Services
- **How:** Open Sales and pick the Products & Services tab, then add items with prices.
- **Opens at:** `/customers/sales?tab=products` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Also known as:** price list, catalogue, services

### Sales portals

Branded buyer microsites that hold everything a deal needs, proposal, pricing, docs, next steps.

- **Where:** Customers → Sales → Sales Portal
- **How:** Create a portal for the deal, then share the link with the buyer.
- **Opens at:** `/customers/sales/portals` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Replaces:** Qwilr
- **Also known as:** deal room, buyer site, client portal

### AI campaign brief builder

Turns a rough goal into a structured campaign brief you can hand to the team.

- **Where:** Marketing → Campaigns → Campaign Brief AI
- **How:** Open All Campaigns and pick Campaign Brief AI in the channel strip, then describe the campaign.
- **Opens at:** `/marketing/campaign-brief` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** write a brief, campaign plan

### Support tickets

A shared inbox for customer requests across email, forms and chat, with assignment, priorities and internal notes.

- **Where:** Customers → Support Tickets
- **How:** Open Customers → Support, pick a ticket, assign it and reply.
- **Opens at:** `/customers/support` in your workspace
- **Apps:** available when one of these apps is on: `support`
- **Replaces:** Zendesk
- **Also known as:** helpdesk, tickets, customer requests, shared inbox

### SLA management

Response and resolution targets per priority, with breach warnings before you miss them.

- **Where:** Customers → Support → settings
- **How:** Set SLA targets in the support settings, then watch the timers on tickets.
- **Opens at:** `/customers/support` in your workspace
- **Apps:** available when one of these apps is on: `support`
- **Who can use it:** Admins configure
- **Replaces:** Zendesk
- **Also known as:** response time, sla, escalation

### Macros and canned responses

Reusable replies for the questions you answer twenty times a week.

- **Where:** Customers → Support → reply editor
- **How:** Insert a macro while replying, or manage them in support settings.
- **Opens at:** `/customers/support` in your workspace
- **Apps:** available when one of these apps is on: `support`
- **Also known as:** canned reply, templates, saved replies

### CSAT surveys

Ask customers how the ticket went and track satisfaction over time.

- **Where:** Customers → Support → settings
- **How:** Enable CSAT on resolution and read the scores in support reporting.
- **Opens at:** `/customers/support` in your workspace
- **Apps:** available when one of these apps is on: `support`
- **Also known as:** satisfaction survey, feedback score

### AI ticket answers from your knowledge base

Drafts or auto-answers replies grounded in your own knowledge base content.

- **Where:** Customers → Support → ticket → AI
- **How:** Open a ticket and use the AI suggestion, then edit before sending.
- **Opens at:** `/customers/support` in your workspace
- **Apps:** available when one of these apps is on: `support`, `knowledge`
- **Replaces:** Zendesk (add-on)
- **Also known as:** auto answer, ai reply, deflection

### VIP accounts

Flag your most important customers so their tickets route and escalate differently.

- **Where:** Customers → Support → Support Tickets → VIP
- **How:** Open Support Tickets, switch to the VIP queue, and mark the accounts that get priority handling.
- **Opens at:** `/customers/support?queue=vip` in your workspace
- **Apps:** available when one of these apps is on: `support`
- **Who can use it:** Anyone with Support access
- **Plan:** Enterprise
- **Also known as:** priority customers, key accounts

### Email campaigns

Design, send and measure email campaigns to your lists, with personalisation and A/B testing.

- **Where:** Marketing → Email Campaigns
- **How:** Open Marketing → Email Campaigns, build the email, pick a list, then send or schedule.
- **Opens at:** `/marketing?tab=campaigns` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Replaces:** Mailchimp
- **Also known as:** newsletter, send an email blast, mailshot, drip

1. Open Marketing → Email Campaigns and create a campaign.
2. Design the email (or open it in the Email builder).
3. Choose the list or segment to send to.
4. Set up an A/B test if you want to compare subject lines.
5. Send now or schedule, then watch opens and clicks in the report.

### Lists and segments

Build audiences from your CRM data with saved segments that keep themselves up to date.

- **Where:** Marketing → Lists
- **How:** Open Marketing → Lists and define a segment.
- **Opens at:** `/marketing?tab=subscribers` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** subscribers, audience, segment

### Preference centre, unsubscribes and deliverability

Double opt-in, a subscriber preference centre, bounce handling, suppression lists and one-click unsubscribe.

- **Where:** Marketing → settings → Deliverability
- **How:** Configure sending and preferences in Marketing settings.
- **Opens at:** `/marketing` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Who can use it:** Admins
- **Also known as:** unsubscribe, opt in, bounces, spam compliance

### Marketing calendar

Everything planned across campaigns, content and events on one calendar.

- **Where:** Marketing → Marketing Calendar
- **How:** Open the Calendar tab in Marketing.
- **Opens at:** `/marketing?tab=calendar` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** campaign schedule, plan campaigns

### Ad manager across Meta, Google, LinkedIn and TikTok

Connect all four ad networks and build a campaign once that compiles to each platform’s spec.

- **Where:** Marketing → Advertise
- **How:** Connect the ad accounts, then build a campaign in the wizard and publish to the networks you picked.
- **Opens at:** `/marketing?tab=advertise` in your workspace
- **Apps:** available when one of these apps is on: `ads`
- **You also need:** Connected ad accounts
- **Replaces:** Smartly.io
- **Also known as:** facebook ads, google ads, run ads, paid campaign

1. Open Marketing → Advertise and connect Meta, Google, LinkedIn or TikTok.
2. Start the campaign wizard and set objective, audience and budget.
3. Add or generate creatives.
4. Preview per network, then publish.
5. Watch cross-platform results in the ad analytics view.

### Ad automation rules

Rules that change budgets or pause ads when metrics move, with AI-suggested thresholds, conflict detection and a dry-run preview.

- **Where:** Marketing → Advertise → Rules
- **How:** Create a rule, set the conditions, dry-run it, then enable.
- **Opens at:** `/marketing?tab=advertise` in your workspace
- **Apps:** available when one of these apps is on: `ads`
- **Who can use it:** Admins
- **Replaces:** Revealbot
- **Also known as:** pause bad ads, budget rules, automation

### Form builder

Drag-and-drop forms with nine field types, validation, spam protection and mapping straight into CRM fields.

- **Where:** Marketing → Forms
- **How:** Open Marketing → Forms, build the form, map fields to the CRM, then embed it.
- **Opens at:** `/marketing?tab=forms` in your workspace
- **Apps:** available when one of these apps is on: `forms`
- **Replaces:** Typeform
- **Also known as:** lead capture, contact form, survey, embed a form

1. Open Marketing → Forms and create a form.
2. Add fields and set validation rules.
3. Map each field to a contact field, and add hidden UTM capture if you need attribution.
4. Turn on spam protection and choose an owner rotation if leads should round-robin.
5. Embed with the iframe or script snippet, or share the hosted link.

### Reviews management

Pull in reviews from Google, Facebook, Yelp, Trustpilot, G2, Capterra and the app stores, and run request campaigns by email and SMS.

- **Where:** Marketing → Reviews
- **How:** Connect the review platforms, then send a review request campaign.
- **Opens at:** `/marketing?tab=reviews` in your workspace
- **Apps:** available when one of these apps is on: `forms`
- **You also need:** Connected review platform accounts
- **Replaces:** Birdeye
- **Also known as:** google reviews, ask for a review, reputation

### Social publishing

Schedule and publish social posts, with the content calendar and drafts alongside.

- **Where:** Marketing → Social
- **How:** Open the Social tab in Marketing and schedule a post.
- **Opens at:** `/marketing?tab=social` in your workspace
- **Apps:** available when one of these apps is on: `social`
- **You also need:** Connected social accounts
- **Replaces:** Hootsuite
- **Also known as:** schedule posts, instagram, linkedin post

### Websites

Every published site with its domain, status and analytics, in one list.

- **Where:** Marketing → Websites
- **How:** Open Marketing → Websites to publish, unpublish or open a site in the editor.
- **Opens at:** `/marketing/website` in your workspace
- **Apps:** available when one of these apps is on: `editor-website`
- **Also known as:** websites, my sites, live site, domains

### Digital screens

Pair a TV with a six-character code and play designs, videos and live menu boards, scheduled by day and hour, updating themselves as you edit.

- **Where:** Screens app
- **How:** Enable Screens, pair a display, then assign a playlist.
- **Apps:** available when one of these apps is on: `screens`
- **You also need:** A paired display device
- **Also known as:** digital signage, tv display, menu board

### Document template library

One library for the proposal, quote, invoice and contract templates your team works from, so every document that leaves the business looks the same.

- **Where:** Settings → Platform Templates (Document Templates)
- **How:** Open Settings → Platform Templates, then create or edit a document template.
- **Opens at:** `/settings/platform-templates` in your workspace
- **Apps:** available in every workspace
- **Who can use it:** Admins curate; everyone uses
- **Also known as:** document templates, quote template, invoice template, contract template, company templates

### Proposal templates and the standard template

Build reusable proposal layouts and mark one as the standard, so every new proposal starts from the approved version instead of a blank page.

- **Where:** Settings → Platform Templates → Proposal Templates
- **How:** Create a proposal template, then set it as standard, new proposals adopt it automatically.
- **Opens at:** `/settings/platform-templates` in your workspace
- **Apps:** available in every workspace
- **Who can use it:** Admins set the standard
- **Also known as:** default proposal, standard template, proposal layout

### Control what users can edit in a document template

Publish a template with the parts people may change and the parts they may not, so pricing tables and legal text stay intact.

- **Where:** Settings → Platform Templates → template → permissions
- **How:** Open the template, set which fields are editable, then publish the version people work from.
- **Opens at:** `/settings/platform-templates` in your workspace
- **Apps:** available in every workspace
- **Who can use it:** Admins
- **Also known as:** lock template fields, stop people editing terms, template governance

### Industry document packs

Ready-made document sets for your industry, client service agreements, NDAs, employment contracts, statements of work, rather than starting from nothing.

- **Where:** Settings → Platform Templates → document packs
- **How:** Open the template library and add the pack for your industry, then edit the documents to suit.
- **Opens at:** `/settings/platform-templates` in your workspace
- **Apps:** available in every workspace
- **Also known as:** nda, service agreement, sow, legal templates, starter documents

### One template library across modules

Proposal, quote, invoice, contract and HR templates all resolve from the same library, so a change to your terms only has to be made once.

- **Where:** Settings → Platform Templates (surfaced inside Sales, Finance and HR)
- **How:** Edit the template once; every module that offers it picks up the new version.
- **Opens at:** `/settings/platform-templates` in your workspace
- **Apps:** available in every workspace
- **Also known as:** shared templates, same terms everywhere, single source template

### Documents that fill themselves from your data

Templates carry {{fields}} that resolve at render time from the customer record, the deal, the line items and your own company details, so a proposal, quote, invoice or contract arrives already written.

- **Where:** Any document template; fields resolve when the document is generated
- **How:** Put placeholder fields in the template, then create the document from a contact or deal, the values fill in.
- **Opens at:** `/settings/platform-templates` in your workspace
- **Apps:** available in every workspace
- **Also known as:** auto fill document, merge fields, dynamic document, populate from crm, no retyping

1. Open Settings → Platform Templates and edit a template.
2. Insert placeholder fields for the recipient, the deal, pricing and your company details.
3. Add a line-item section where the products should list themselves.
4. Save the template.
5. Create a proposal, quote, invoice or contract from a record, every field resolves against real data.

### Company details on every document

Legal name, address, VAT and registration number, and bank details flow onto every document from one place, so invoices and contracts are always compliant.

- **Where:** Settings → Workspace → Company details (used by every document)
- **How:** Fill in company details once in workspace settings; documents pull them automatically.
- **Opens at:** `/settings` in your workspace
- **Apps:** available in every workspace
- **Who can use it:** Admins
- **Also known as:** vat number, bank details on invoice, registered address, company info

### Quick quote

Produce a branded quote in a few clicks, pick the customer, pick the products, send, without opening a full proposal editor.

- **Where:** Customers → Sales → Quick quote
- **How:** Start a quick quote from the customer or deal, choose a template and line items, then send.
- **Opens at:** `/customers/sales` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Also known as:** fast quote, price this up, send a quote quickly

### Auto proposal and invoice from a deal

Generate the proposal, and then the invoice, straight off the deal, with pricing, terms and customer details already in place.

- **Where:** Customers → Deals → deal → Create proposal / invoice
- **How:** Open the deal and choose Create proposal; when it is accepted, create the invoice from the same record.
- **Opens at:** `/customers/sales?tab=proposals` in your workspace
- **Apps:** available when one of these apps is on: `sales`, `crm`
- **Also known as:** automated proposal, auto proposal, generate proposal, proposal from deal, automatic invoice

### Turn an accepted quote into an invoice

One step from won to billed, the accepted quote becomes an invoice with the same line items, tax and currency.

- **Where:** Customers → Sales → accepted proposal → Convert
- **How:** Open the accepted proposal or quote and convert it to an invoice.
- **Opens at:** `/customers/sales?tab=proposals` in your workspace
- **Apps:** available when one of these apps is on: `sales`, `invoicing`
- **Also known as:** convert quote, bill the quote, accepted to invoice

### Branded document PDFs

Every generated document exports as a PDF on your branding, logo, colours, fonts and footer, with no separate design step.

- **Where:** Any document → Download / Send
- **How:** Download or send the document; the brand styling is applied automatically.
- **Opens at:** `/customers/sales` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Also known as:** pdf of proposal, branded invoice, download document

### Email automation sequences

Multi-step nurture and follow-up sequences that send themselves on a schedule or when someone does something, with people exiting the moment they reply or buy.

- **Where:** Marketing → Email Campaigns → Sequences
- **How:** Build the sequence, set the entry trigger and the exit conditions, then activate it.
- **Opens at:** `/marketing?tab=campaigns` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** drip campaign, nurture, follow up automatically, welcome series, autoresponder

### BCC to log emails against records

BCC a workspace address on any email, quotes, contract notifications, payment chasers, and it files itself against the right contact or deal.

- **Where:** Settings → Email BCC
- **How:** Copy the BCC address from settings and add it to your outgoing mail.
- **Opens at:** `/settings` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** log emails to crm, bcc address, track sent email

### Round-robin lead assignment

Inbound leads and form submissions rotate fairly across the team instead of piling on whoever checks first.

- **Where:** Marketing → Forms → form → Owner rotation
- **How:** Open the form’s settings and turn on owner rotation, then pick who is in the rotation.
- **Opens at:** `/marketing?tab=forms` in your workspace
- **Apps:** available when one of these apps is on: `forms`, `crm`
- **Who can use it:** Admins
- **Also known as:** assign leads, distribute leads, rotation, fair share

### Turn a form submission into a ticket

A submission can open a support ticket automatically, so requests land in the queue rather than an inbox.

- **Where:** Marketing → Forms → form → Actions
- **How:** In the form settings, enable ticket creation and choose the queue.
- **Opens at:** `/marketing?tab=forms` in your workspace
- **Apps:** available when one of these apps is on: `forms`, `support`
- **Also known as:** form creates ticket, auto ticket, support form

### Block form submissions from specific email domains

List the email domains a form should refuse, with wildcards like *.example.com to cover every subdomain, so spam and throwaway addresses never reach your CRM.

- **Where:** Marketing → Forms → form → Settings → Email domain filtering
- **How:** Open the form’s settings, find Blocked domains, then type each domain and press Enter.
- **Opens at:** `/marketing?tab=forms` in your workspace
- **Apps:** available when one of these apps is on: `forms`
- **Also known as:** blocked domains, block email domains, block domains, domain blocklist, blocklist, spam domains, disposable email, wildcard domain, email domain filter

### Automatic ticket routing and assignment

New tickets are assigned by rules, round-robin, by product, by account, so nothing sits unowned.

- **Where:** Customers → Support → automation rules
- **How:** Set up the routing rules in support settings.
- **Opens at:** `/customers/support` in your workspace
- **Apps:** available when one of these apps is on: `support`
- **Who can use it:** Admins
- **Also known as:** auto assign tickets, routing rules, who gets this ticket

### Pricing calculators

Configurable calculators that work out a price live from the inputs a buyer gives you, then feed the number into the proposal.

- **Where:** Customers → Sales → Sales Portal → Pricing calculators
- **How:** Open a sales portal and add a pricing calculator; the result carries into the auto-generated proposal.
- **Opens at:** `/customers/sales/portals` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Who can use it:** Admins configure
- **Also known as:** quote calculator, price estimator, configure price, cpq

### AI sales development rep

An AI that works outbound for you, researches the prospect, drafts the outreach, follows up, and hands over when someone engages.

- **Where:** Customers → Sales → Automo Connect / AI SDR
- **How:** Enable it from the Sales area and give it the audience and the offer.
- **Opens at:** `/customers/sales` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Who can use it:** Admins
- **Also known as:** sdr, outbound automation, prospecting bot, cold email ai

### Mass email sending

Send to the whole list from your own authenticated domains, with per-domain throttling, bounce and complaint handling, and delivery telemetry per send, so growing the list does not mean changing tools.

- **Where:** Marketing → Campaigns
- **How:** Build the campaign, pick the audience segment, verify the sending domain, then schedule the send.
- **Opens at:** `/marketing?tab=campaigns` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **You also need:** A verified sending domain
- **Replaces:** Mailchimp / SendGrid
- **Also known as:** bulk email, send to everyone, newsletter blast, email at scale, millions of emails

### Automated ad campaigns

Launch and manage paid campaigns across the connected ad accounts from one place, with creative pulled from your brand assets and spend reported next to the leads it produced.

- **Where:** Marketing → Ad Manager
- **How:** Connect the ad account, choose the objective and creative, then launch and let the rules manage it.
- **Opens at:** `/marketing?tab=advertise` in your workspace
- **Apps:** available when one of these apps is on: `ads`
- **You also need:** A connected Google, Meta or LinkedIn ad account
- **Replaces:** AdEspresso
- **Also known as:** google ads, meta ads, facebook ads, linkedin ads, run ads, ppc

## Tools inside the editors and the PDF suite

The individual tools you reach once an editor or the PDF suite is open.

### Marketing KPI cards

Campaigns sent, subscriber count with trend, open rate, scheduled social posts, published forms and pipeline ideas, one row, current.

- **Where:** Marketing → Dashboard
- **How:** Open the Marketing dashboard.
- **Opens at:** `/marketing` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** open rate, subscriber count, marketing stats

### Public holidays on the marketing calendar

Regional public holidays (bank holidays, Father’s Day and the like) appear on the calendar so campaigns plan around real dates.

- **Where:** Marketing → Marketing Calendar → Upcoming
- **How:** Open the calendar; holidays for your region are listed with your events.
- **Opens at:** `/marketing?tab=calendar` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** bank holiday, holiday calendar, seasonal campaigns

### Marketing quick actions

Compose an email, create a lead form or open the calendar straight from the dashboard.

- **Where:** Marketing → Dashboard → Quick Actions
- **How:** Use the Quick Actions card.
- **Opens at:** `/marketing` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** compose email, new lead form

### Record activity timeline

Notes, emails, calls, meetings and tasks in one dated stream on every contact, company and deal.

- **Where:** Customers → any record → Timeline
- **How:** Open a record; the timeline is the spine of the page.
- **Opens at:** `/customers/contacts` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** history with customer, all touchpoints, notes on contact

### Custom fields on records

Add your own fields to contacts, companies and deals, and filter and segment by them.

- **Where:** Customers → settings → Custom fields
- **How:** Define the field once; it appears on every record of that type.
- **Opens at:** `/customers/contacts` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** own fields, extra data on contact, custom property

### Saved segments and lists

Save a filtered view, “Sydney customers on the annual plan”, and it keeps itself current as records change.

- **Where:** Customers → Contacts → filters → Save
- **How:** Filter the list, then save it as a segment.
- **Opens at:** `/customers/contacts` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** saved filter, smart list, segment

### Internal notes on tickets

Discuss a ticket privately in-thread, customers never see internal notes.

- **Where:** Customers → Support → ticket → Internal note
- **How:** Switch the composer to internal note before writing.
- **Opens at:** `/customers/support` in your workspace
- **Apps:** available when one of these apps is on: `support`
- **Also known as:** private note, team only comment

## Where things are in the menus

Every destination in the app's navigation, and what you find there.

### Home → My Posts

Your own social and marketing posts, drafted and published.

- **Where:** Home → My Space → My Posts
- **How:** Open My Posts from the Home sidebar.
- **Opens at:** `/ops/member/posts` in your workspace
- **Apps:** available when one of these apps is on: `spark`
- **Also known as:** my social posts, my content

### Customers → Dashboard

Pipeline, activity and customer health at a glance.

- **Where:** Customers → Overview → Dashboard
- **How:** Click Customers in the top nav.
- **Opens at:** `/customers/dashboard` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** crm dashboard, sales overview

### Customers → Support Tickets

The shared support queue.

- **Where:** Customers → Support → Support Tickets
- **How:** Open Support Tickets from the Customers sidebar.
- **Opens at:** `/customers/support` in your workspace
- **Apps:** available when one of these apps is on: `support`
- **Also known as:** helpdesk, tickets

### Customers → VIP Accounts

Priority handling for your most important accounts (enterprise).

- **Where:** Customers → Support → Support Tickets → VIP
- **How:** Open Support Tickets and switch to the VIP queue.
- **Opens at:** `/customers/support?queue=vip` in your workspace
- **Apps:** available when one of these apps is on: `support`
- **Also known as:** key accounts, priority customers

### Customers → Contacts

The people list with custom fields and timelines.

- **Where:** Customers → Sales → Contacts
- **How:** Open Contacts from the Customers sidebar.
- **Opens at:** `/customers/contacts` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** people, address book

### Customers → Companies

Company/account records.

- **Where:** Customers → Sales → Companies
- **How:** Open Companies from the Customers sidebar.
- **Opens at:** `/customers/contacts?tab=companies` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** accounts, organisations

### Customers → Leads

Unqualified enquiries, kept separate from contacts.

- **Where:** Customers → Sales → Leads
- **How:** Open Leads from the Customers sidebar.
- **Opens at:** `/customers/contacts?tab=leads` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** enquiries, prospects

### Customers → Deals

The kanban sales pipeline.

- **Where:** Customers → Sales → Deals
- **How:** Open Deals from the Customers sidebar.
- **Opens at:** `/customers/deals` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** pipeline, opportunities

### Customers → Clean-up

Find contacts, companies and deals that are the same record twice and merge them without losing anything attached. The same page fixes deals on your own staff, puts emails on the timelines they belong to, adds the people your team emails, clears empty and junk records and links contacts to their companies. Every change can be undone from History for 30 days.

- **Where:** Customers → Clean-up
- **How:** On Contacts, press Clean-up (it shows when something needs fixing) or open ⋯ › Clean-up. Sales admin › Data quality links to it too.
- **Opens at:** `/customers/duplicates` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** duplicates, duplicate, deduplicate, dedupe, dedup, merge, merge contacts, merge companies, merge deals, clean up, cleanup, clean up crm, data quality, junk records, undo merge

### Customers → Sales

The sales hub, proposals, products, terms and portals.

- **Where:** Customers → Sales
- **How:** Open Sales from the Customers sidebar.
- **Opens at:** `/customers/sales` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Also known as:** sales hub, quotes

### Customers → Sales → Insights

Pipeline forecast and win-rate analytics.

- **Where:** Customers → Sales → Insights
- **How:** Open Insights from the Customers sidebar under Sales.
- **Opens at:** `/customers/sales/insights` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Also known as:** forecast, pipeline analytics, win rate

### Automo Connect → Prospects

Review LinkedIn prospects Automo Connect found, score them, find emails and move them into the CRM.

- **Where:** Marketing → Growth → Automo Connect → Prospects
- **How:** Open Automo Connect from Marketing → Growth, then pick Prospects. Only shown when Automo Connect is enabled.
- **Opens at:** `/customers/sales/automo-connect?tab=prospects` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Also known as:** linkedin, prospects, sdr, explorer

### Customers → Sales → Proposals

Build and track proposals and quotes.

- **Where:** Customers → Sales → Proposals tab
- **How:** Open Sales and pick the Proposals tab.
- **Opens at:** `/customers/sales?tab=proposals` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Also known as:** quote, estimate

### Customers → Sales → Sales Portal

Branded buyer microsites per deal.

- **Where:** Customers → Sales → Sales Portal
- **How:** Open Sales and open the Sales Portal card.
- **Opens at:** `/customers/sales/portals` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Also known as:** deal room, client portal

### Customers → Sales → Products & Services

The sellable catalogue used by quotes and invoices.

- **Where:** Customers → Sales → Products & Services tab
- **How:** Open Sales and pick the Products & Services tab.
- **Opens at:** `/customers/sales?tab=products` in your workspace
- **Apps:** available when one of these apps is on: `sales`
- **Also known as:** catalogue, price list

### Customers → Call history → Analytics

Call volume, outcomes and peak hours.

- **Where:** Customers → Call history → Analytics view
- **How:** Open Call history and switch to Analytics.
- **Opens at:** `/customers/calls/analytics` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** call stats, phone reports

### Customers → Team activity

What each person did and what they hold; reps see their own row.

- **Where:** Customers → Overview → Team activity
- **How:** Open Team activity from the Customers sidebar.
- **Opens at:** `/customers/team-activity` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** rep activity, team performance

### Customers → Dashboard → Forecast Review

Manager audit of AI win probability against what each rep forecasts.

- **Where:** Customers → Dashboard → Forecast Review mode
- **How:** Open Dashboard and pick the Forecast Review tab.
- **Opens at:** `/customers/forecast-review` in your workspace
- **Apps:** available when one of these apps is on: `crm`
- **Also known as:** forecast accuracy, win probability, sandbagging

### Marketing → Dashboard

Campaign performance and marketing overview.

- **Where:** Marketing → Overview → Dashboard
- **How:** Click Marketing in the top nav.
- **Opens at:** `/marketing` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** marketing overview

### Marketing → Email Campaigns

Create, send and measure email campaigns.

- **Where:** Marketing → Campaigns → Email Campaigns
- **How:** Open Email Campaigns from the Marketing sidebar.
- **Opens at:** `/marketing?tab=campaigns` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** newsletter, email blast

### Marketing → Sequences

Multi-step drip sequences that follow up automatically.

- **Where:** Marketing → Campaigns → Sequences
- **How:** Open Sequences from the Marketing sidebar.
- **Opens at:** `/marketing?tab=sequences` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** drip, follow-up, nurture

### Marketing → Automation

Rules, journeys and guardrails that run marketing for you.

- **Where:** Marketing → Campaigns → Automation
- **How:** Open Automation from the Marketing sidebar.
- **Opens at:** `/marketing?tab=automation` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** journeys, rules, marketing automation

### Marketing → Lists

Subscriber lists and segments.

- **Where:** Marketing → Audience → Lists
- **How:** Open Lists from the Marketing sidebar.
- **Opens at:** `/marketing?tab=subscribers` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** subscribers, audience

### Marketing → Idea Pipeline

Capture and progress campaign and content ideas.

- **Where:** Marketing → Content → Idea Pipeline
- **How:** Open Idea Pipeline from the Marketing sidebar.
- **Opens at:** `/marketing?tab=content` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** ideas, backlog

### Marketing → Content Calendar

Everything planned on one calendar.

- **Where:** Marketing → Overview → Content Calendar
- **How:** Open Content Calendar from the Marketing sidebar.
- **Opens at:** `/marketing?tab=calendar` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** schedule, plan, marketing calendar

### Marketing → Campaign Brief AI

AI-drafted campaign briefs.

- **Where:** Marketing → Campaigns → Campaign Brief AI
- **How:** Open All Campaigns and pick Campaign Brief AI in the channel strip.
- **Opens at:** `/marketing/campaign-brief` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** brief, campaign plan

### Marketing → Performance

Email, ads, automation and review performance in one place.

- **Where:** Marketing → Overview → Performance
- **How:** Open Performance from the Marketing sidebar.
- **Opens at:** `/marketing?tab=analytics` in your workspace
- **Apps:** available when one of these apps is on: `marketing`
- **Also known as:** marketing analytics, reporting, performance

### Marketing → Websites

Published sites with domain, status and analytics.

- **Where:** Marketing → Campaigns → Websites
- **How:** Open Websites from the Marketing sidebar.
- **Opens at:** `/marketing/website` in your workspace
- **Apps:** available when one of these apps is on: `editor-website`
- **Also known as:** websites, live sites, my sites

### Marketing → Advertise

Cross-network ad campaigns and rules.

- **Where:** Marketing → Growth → Advertise
- **How:** Open Advertise from the Marketing sidebar.
- **Opens at:** `/marketing?tab=advertise` in your workspace
- **Apps:** available when one of these apps is on: `ads`
- **Also known as:** ads, paid media

### Marketing → Social

Scheduling and publishing to social channels.

- **Where:** Marketing → Content → Social
- **How:** Open Social from the Marketing sidebar.
- **Opens at:** `/marketing?tab=social` in your workspace
- **Apps:** available when one of these apps is on: `social`
- **Also known as:** social media, posts

### Marketing → Forms

Lead-capture forms and submissions.

- **Where:** Marketing → Audience → Forms
- **How:** Open Forms from the Marketing sidebar.
- **Opens at:** `/marketing?tab=forms` in your workspace
- **Apps:** available when one of these apps is on: `forms`
- **Also known as:** form builder, lead form

### Marketing → Reviews

Review monitoring and request campaigns.

- **Where:** Marketing → Growth → Reviews
- **How:** Open Reviews from the Marketing sidebar.
- **Opens at:** `/marketing?tab=reviews` in your workspace
- **Apps:** available when one of these apps is on: `forms`
- **Also known as:** ratings, reputation

### Marketing → Events

Host and manage events.

- **Where:** Marketing → Campaigns → Events
- **How:** Open Events from the Marketing sidebar.
- **Opens at:** `/social/events` in your workspace
- **Apps:** available when one of these apps is on: `events`
- **Also known as:** webinar, event

### Marketing → Content

The content workspace for social and marketing posts.

- **Where:** Marketing → Content
- **How:** Open Content from the Marketing sidebar.
- **Opens at:** `/create/spark` in your workspace
- **Apps:** available when one of these apps is on: `spark`
- **Also known as:** posts, social content

### Marketing → Content Calendar

Scheduled and published content on a calendar.

- **Where:** Marketing → Overview → Content Calendar
- **How:** Open Content Calendar from the Marketing sidebar.
- **Opens at:** `/marketing?tab=calendar` in your workspace
- **Apps:** available when one of these apps is on: `spark`
- **Also known as:** posting schedule, content calendar, marketing calendar

### Marketing → Content → Practice

Practise writing posts with AI feedback.

- **Where:** Marketing → Content → Practice
- **How:** Open Content, then the Practice tab.
- **Opens at:** `/create/spark?tab=training` in your workspace
- **Apps:** available when one of these apps is on: `spark`
- **Also known as:** training, coaching

### Marketing → Content → My Posts

Your drafted and published posts.

- **Where:** Marketing → Content → My Posts
- **How:** Open Content, then the My Posts tab. Also at Home → My Space → My Posts.
- **Opens at:** `/create/spark?tab=history` in your workspace
- **Apps:** available when one of these apps is on: `spark`
- **Also known as:** post history

### Marketing → Content → Team Activity

What the team is publishing.

- **Where:** Marketing → Content → Team Activity
- **How:** Open Content, then the Team Activity tab (admins only).
- **Opens at:** `/create/spark/team` in your workspace
- **Apps:** available when one of these apps is on: `spark`
- **Also known as:** who posted what

### Settings → Email intake

Route inbound email into tickets and records.

- **Where:** Settings → Workspace → Email intake
- **How:** Open Settings → Workspace and choose Email intake.
- **Opens at:** `/settings/workspace?tab=email-intake` in your workspace
- **Apps:** available in every workspace
- **Also known as:** inbound email, support address, forwarding

## More documentation

- [All product areas](https://automo.ai/docs)
- [Developer docs and the connector API](https://automo.ai/developers)
- [This page as Markdown](https://automo.ai/docs/growth.md)