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· New Feature Automation

Workflow Maps Adds Guided Onboarding and Resources

Workflow Maps now includes guided onboarding and searchable Resources to help you explore automations, trace contacts, and review errors.

S
SMBcrm Team · October 28, 2026

Workflow Maps now includes guided onboarding and a Resources hub to help you learn the map’s controls and find guidance while exploring your automations.

Get Started

Open Automation > Workflows > Workflow Maps. On your first visit, an introduction explains the map and lets you choose between 2D and 3D views. Relevant prompts then introduce features as you explore workflows and their connections.

Walkthroughs provide guidance for:

  • Reviewing workflow errors and tracing contacts.
  • Inspecting folders and checking asset usage.
  • Filtering the map.

Onboarding guidance appears based on how you use the map. Editing guidance is shown where your permissions support those actions.

Find Help in Resources

Select Help on the map to open Resources. Search for a task or browse the Cheatsheet, Supported assets, and FAQ sections for a quick reference.

Resources remain available when you need to revisit a topic, whether you’re introducing a teammate to Workflow Maps, investigating asset usage across folders, or troubleshooting a contact journey.

Release Images


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