Can brokers create or schedule their own workflows?
No, workflows can’t be customized by brokers. All Gyde workflows are pre-defined and tested to meet compliance standards. This ensures that every client receives accurate and timely communications while protecting brokers from regulatory or privacy risks.
Who sets the follow-up schedule to clients and can admins adjust it?
Gyde automatically manages follow-up schedules, adjusting timing based on client responses and engagement patterns. While brokers can view all follow-up activity in the portal, they can’t manually change the schedule or message timing.