Workflow maps: get started with guided onboarding and resources

What changed

Workflow maps in EveryCatch now include guided onboarding and a built-in resource hub. These help you understand what you are seeing on the map and discover features as you move around and explore your automations.

You can start with a short introduction, choose whether you prefer a 2D or 3D view, and then follow focused guidance for tasks such as tracing a contact’s path, reviewing workflow errors, and checking how assets are used across your account.

Why this matters

Workflow maps give you a visual way to understand your automation. The guided onboarding helps you learn the map controls directly where you use them, and the Resources hub gives you a central place to return to whenever you want a walkthrough, a reminder of a feature, or a quick reference while you work.

How it works

To get started, go to Automation > Workflows > Workflow maps in your EveryCatch account.

• Get oriented: On your first visit, an introduction explains how the map works and lets you choose between the 2D and 3D views.
• Learn in context: As you move around the map and explore workflows and their connections, relevant prompts appear to introduce features at the moment you need them.
• Follow walkthroughs: Use guided steps to review errors, trace contacts through workflows, inspect folders, check asset usage, and apply filters to focus the map on what you want to see.
• Open Resources: Select Help on the map at any time to open the Resources hub and find guides that match the task you are trying to complete.
• Find a quick answer: Use search in Resources or jump straight to the Cheatsheet, Supported assets, and FAQ sections for fast clarification.

Common use cases

• Introduce a teammate to workflow maps and help them get comfortable with the visual view of automations.
• Learn step by step how to investigate where an asset is used across different folders and workflows.
• Get targeted guidance while you troubleshoot a contact path or track down the cause of a workflow error.

Additional notes

• Onboarding prompts adapt based on how you use the map, so you see guidance that matches your actions.
• Guidance for editing appears only in areas where your user permissions allow you to make those changes.
• Resources are always available from the map, so you can revisit a topic or walkthrough whenever you need a refresher.

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