A recent update to the feature module introduces an enhanced capability within the pipeline automation process. Users can now assign multiple agents to different stages when creating automation, a functionality that was not previously available.
Use Case: This enhanced pipeline automation feature marks a significant improvement by allowing the assignment of multiple agents to different stages. By empowering users with the ability to distribute tasks and responsibilities efficiently, and by introducing the concept of a primary agent, this update enhances collaborative workflow management.
Navigation:
- Navigate to the Pipeline module.
- Click on the ‘Action’ tab.
- Select ‘Automation’ from the dropdown menu.
4.Click on ‘Add New Automation Stage’.
Note: Users are presented with the opportunity to designate a ‘Primary Agent’ for a particular stage. This primary agent distinction aids in clarifying the ownership and responsibility distribution among the assigned agents, contributing to efficient collaboration and task management.
Note: While assigning multiple agents, the interface also includes a feature to remove any prior agent assignments.
