Automation

Add, edit, activate or archive a decision profile on the Advanced Rules page so several automations can share the same approval and routing rules.

Use the Messages page to see which automations send email or text to customers, which version is live, and open the builder to change the wording.

Pause every automation that matches your current filters in one step, or run Verify default pack to bring back the standard automations and templates Nova ships with.

See how many automated messages were delivered, opened and replied to, how many invoices were paid after a reminder, and how many messages were blocked by your rules.

Open the automation approval queue, read why an automated message was held for a person, then approve or reject it with a note.

Set the rules every automation obeys before it messages a customer, including allowed channels, quiet hours, business hours, do-not-contact, text opt-in and anti-spam spacing.

Pick a ready-made automation starter such as work order reminders or post-service reviews, name it, preview what it will do, and create a draft you can finish in the builder.

Find an automation in the Automations list, check whether it is ready to run, then turn it on or pause it with one confirmed click.

Open the Automation Center to see how many automations are running, what is waiting for approval, and where to go to turn automations on, review messages or read results.