🐲 Welcome to Level 3: High End Automation for Advanced Users
You’ve mastered the basics. Now it’s time to optimize, automate, and scale like a pro. Level 3 is where you stop just building and start thinking strategically.
We’re diving into logic, personalization, data integration, smart assignment, and omnichannel finesse—all the stuff that separates beginner flows from expert systems.
📚 What You’ll Learn
1️⃣ Golden Flows
Set up foundational automations that run across all channels to collect info like language or membership before anything else.
2️⃣ Rules
Trigger full automation chains (tags, flows, fields, notifications) from a single event—no duplication needed.
3️⃣ Lead Assignment + Working Hours
Auto-assign leads to agents based on their real schedules using conditions and bot fields.
4️⃣ User Fields with Math
Use formulas to track points, scores, discounts, and more—no external tools required.
5️⃣ Merging Contacts + Omnichannel Logic
Merge contacts and adjust flows to reply on the most recent channel, not just the first one detected.
6️⃣ Google Sheets Integration
Send, retrieve, and update spreadsheet data dynamically to personalize and trigger advanced flows.
🎯 By the end of Level 3, you’ll know how to:
- Build flows that adapt to each user
- Automate agent logic with precision
- Scale using smart, dynamic data
- Run clean omnichannel systems
- Extend power using Google Sheets
👉 Start with Class 1: Golden Flows!
