Customer message review desk
Review email, SMS and WhatsApp notifications next to each recipient’s preferences, then approve each send before it goes out.
Connect your Bird workspace to Path, then build apps that send email, SMS and WhatsApp messages and manage customer contacts.
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Path’s guide takes you from an idea to a pilot. Pick one job, name the person responsible for it, and keep the first version small enough to test with the people who will use it.
Path apps use your connected Bird workspace and its regional API. Sending needs the right permission scopes, a configured sender and your recipients’ consent.
Paste the guide’s starter prompt into Scout, Path’s AI, and ask it to propose the records, field mapping, views and access rules. Preview the app with sample data before you connect Bird.
Test with a small approved dataset and a user with the fewest permissions the app needs. Check how it handles revoked access, repeated events and failed requests, then turn on live messages once the workflow’s owner approves it.
The review desk is the one to start with: Path’s guide uses it as the first build.
Review email, SMS and WhatsApp notifications next to each recipient’s preferences, then approve each send before it goes out.
See delivery outcomes and the audience records your team may contact, so follow-ups reach the right customers.
Work with the contacts in your Bird workspace from your Path apps. Keep their source IDs so each record traces back to where it came from.
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