Update Custom Values in Math Operation Action

Update Custom Values in Math Operation Action

October 21, 20241 min read

The Math Operation Action allows you to perform calculations based on contacts triggering it, making it great to keep track of totals and predict revenue for you. To make this action even more powerful, we’ve added the option to update Custom Values, keeping your numbers fresh in real-time.

⭐️Why Is This Feature Beneficial To Your Business?

  • Live Updates: This action can update your values as they go, giving you real-time data that can be added to your offers to gently pressure customers into completing their purchase or registration.

  • True-to-life Data: The constant updates provide accurate information, such as updating the opportunity value as the client interacts with you, giving you confidence when making predictions.

  • Promote Transparency: This feature provides a clear view of the progress or availability, reducing miscommunications and increasing client trust while, simultaneously, grounding expectations.

⭐️How To Update Custom Values in Math Operation Action:

  1. Inside the Workflow builder click the + sign button to add an action and select Math Operation.

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  2. Set the Field and Operation type for the calculation.

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  3. Open the "Update Field" dropdown and select the custom value you want to update.

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  4. This could be useful if you have an event with limited seats and want to display how many slots remain on your website.

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This action can be used for real-time updates to your custom values based on customer interaction. Since this will work with any numeric or date values the possibilities for what you can do are endless.

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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