Move forward.Keep the context.
Review the configuration you are working on and its version history. Make deliberate changes to a live flow or work through a separate draft.
See the detail in context ↓A new branch. A visible change.
This illustrative version adds a separate commercial conversation while retaining the home enquiry path.
Reviewing this illustration does not restore or publish a configuration.Fictional business and sample data. Explore the idea here; configure your business in your workspace.
Here’s where it
makes a difference.
A new service may need several rounds of questions and rules. Keep that work distinguishable from the flow customers are already using until it is ready.
Versions & live editing,
with a clear next step.
Identify the live configuration and the change you want to make.
Use a draft when you want to explore separately, or edit the current flow intentionally.
Validate the result and review version history when deciding which configuration should be active.
The detail that matters.
Saving or publishing a behavioural change can affect future quotes. Existing price rules should be checked explicitly when revising a live configuration.
More room for the
business you want to build.
Bring your services, your questions and your ambitions. We’ll bring the platform.