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Workflows & Stages: Video Guide

Video guide to stages and journeys (note: navigation has since been updated).

These video guides walk through stage-based engagement scenarios.

Note: the navigation shown in the videos predates the current UI. What was "Workflows & Stages" is now Customer Journeys (top-level in the left navigation), and Contacts is now top-level. The concepts still apply; the menu locations have moved.

For current guidance, see "Customer Journey AI: Overview" and "Automations — Getting Started."

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