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Action Queue & Workflow
Never miss a follow-up. The smart priority queue surfaces the most important tasks, and Focus Mode guides you through each one.
Action Queue & Workflow
The Action Queue tells you who needs your attention and when. Instead of checking every contact manually, the system surfaces the most important tasks—so you always know what to do next.
Your Daily Starting Point
Click Workflow in the sidebar to see your action queue. You'll find three tabs:
- Active — Tasks that need your attention now
- Completed — What you've finished
- Snoozed — Tasks you've postponed
Most days, start with the Active tab and work down the list.
Understanding Actions
Each action card tells you:
- What needs doing — Response, follow-up, new lead, etc.
- Who it's about — The related contact
- How urgent it is — Color-coded priority
- When it was created — So you know how long they've been waiting
Action Types
Response — Someone messaged you and is waiting for a reply. These are highest priority because a real person is on the other end.
Landing Page Lead — A new lead just came in through your landing page. Reach out while you're fresh in their mind.
Welcome — You added a new contact manually. Time to introduce yourself.
Follow-up — A contact has gone quiet (usually 48+ hours). Check in and re-engage.
WhatsApp Check — Verify whether a WhatsApp message was received.
Priority Colors
Actions are color-coded so you can quickly see what's urgent:
| Color | Priority | Meaning |
|---|---|---|
| Red | High | Someone is waiting—handle this now |
| Yellow | Medium | Important, handle soon |
| Blue | Normal | Can wait a bit, but don't forget |
The system calculates priority based on who the contact is, what type of action it is, and how long they've been waiting.
Working Through Your Queue
Completing Actions
When you finish something:
- Click the checkmark on the action card
- It moves to the Completed tab
- If you made a mistake, an Undo button appears briefly
Many actions complete automatically when you take the right action. Send a message to a contact? Their "Response" action completes on its own.
Snoozing Actions
Not ready to handle something? Snooze it:
- Click Snooze on the action
- Pick when you want to see it again:
- 15 minutes, 1 hour, 3 hours
- 1 day, 3 days, 1 week
- Auto — Uses your workflow settings
- The action moves to Snoozed and returns later
Check the Snoozed tab to see what's coming back and when.
Going to the Contact
Click the three-dot menu on any action and select Go to Contact to open their full profile and conversation history.
Guided Mode
For focused work sessions, use Guided Mode. Click any action to enter it.
A banner appears at the top showing:
- Your current action
- Progress counter ("1 of 5")
- Navigation arrows to move between actions
- Buttons to snooze, complete, or exit
Keyboard Shortcuts in Guided Mode
| Key | Action |
|---|---|
| ← → | Previous / Next action |
| S | Snooze current action |
| D | Done (complete action) |
| Esc | Exit Guided Mode |
Guided Mode automatically opens each contact as you navigate, so you can respond without clicking around.
How Actions Get Created
The system creates actions automatically:
When someone messages you — A Response action appears (after a short delay so you don't get overwhelmed).
When you add a contact — A Welcome action prompts you to reach out.
When a landing page lead comes in — A Landing Page Lead action appears with high priority.
When a contact goes quiet — After 48 hours without contact, a Follow-up action reminds you to check in.
Filtering and Sorting
If you have many actions, use the filters above the list to show only certain types. You can also sort by:
- Priority (default) — Most urgent first
- Due Date — Soonest deadlines first
- Created — Newest first
Adjusting Your Workflow Pace
Everyone works differently. In Settings > Workflow, choose your follow-up pace:
Relaxed — Fewer reminders, longer intervals. Good if you prefer batch processing.
Standard — Balanced timing. Works for most people.
Aggressive — Frequent reminders, shorter intervals. For high-volume outreach.
This affects how often follow-up actions appear and what "Auto" snooze means.
Tips for Success
Start each day with Workflow. Check what's active before diving into other tasks.
Trust the priority system. It considers more factors than you can track mentally. Don't cherry-pick—work down the list.
Don't let actions pile up. A growing queue means contacts are waiting. Process regularly.
Snooze with intent. Only snooze if you know when you'll handle it. Otherwise, just do it now.
Check Snoozed before leaving. Make sure nothing important is about to pop back up while you're away.
Common Questions
"I have too many actions."
Use filters to focus on one type at a time. Adjust your follow-up pace in Settings if you're overwhelmed. Work through Guided Mode to stay focused.
"An action disappeared."
It probably auto-completed when you did the related activity. Check the Completed tab.
"The same action keeps coming back."
Make sure you're actually sending messages to the right contact. The action only completes when you take the expected action.
Next steps: See how your activity tracks against your goals in the Dashboard, or learn about AI-powered drafts to respond faster.