Branching in Find Contact Action

Branching in Find Contact Action

system update
February 19, 2025•1 min read

The Find Contact Action got an upgrade for your convenience! Now, besides identifying contacts who match specific criteria it will also give you a branched set-up that adds flexibility to your workflows and makes it easy to identify the total results found. Sound interesting? Let’s give it a look!

⭐️How Will These Changes Affect You:

Default Branches: The new “Find Contact” Actions will include a branching setup by default, allowing you to define distinct paths based on the results.

a

Switch Option: For the existing “Find Contact” actions, you can switch to the new flow, allowing you to keep older workflows intact if desired.

b

⭐️How To Switch From The Existing Find Contact Action?

If you are interested in updating your workflows with a Find Contact action these will be the steps to follow. Keep in mind that this update can’t be undone.

  1. Navigate to the Workflow tab inside the Automation section and access the desired workflow.

    1

  2. Click the Find Contact action to open its settings.

    2

  3. Click Enable Branching.

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  4. Confirm the change.

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There you have it, now you can identify contacts from your database and create specialized paths that allow you to improve your contact management and automation process.

automationworkflowsworkflowfind contact actioncontactaction
Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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