← Automation Hub
AUTOMATION PROJECT

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PROPOSAL

Create, review, send, and manage the proposal for this Automation Hub project.

PROJECT TESTING

Pre-subscription testing

Send the Automation Hub proposal to the client first. Once it is sent, this separate testing workspace becomes available.

Project Testing opens after proposal is sent
PROJECT FILES

Shared project files for the client, assigned employee, and administrator.

CLIENT CONVERSATION

Visible to client, employee and admin.

PRIVATE ADMIN ↔ EMPLOYEE

Private project conversation. The client cannot see these messages.

OPERATIONAL AUTOMATION

Once this Automation Hub build project reaches Completed, its ongoing processing opens in a separate operational workspace.