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. You can't change the schedule or message timing yourself.
You can see what's already happened and what's coming, though. Open Clients, select a client, and open their Activity tab for every call and text so far. Where your agency has the Activity page, clicking a client there opens a panel with Upcoming nudges from Gia — what she plans to do next and when.
Can Gia run ongoing or periodic follow-up workflows beyond onboarding?
Yes. Beyond onboarding, Gia also supports clients through dedicated workflows like Gyde's Renewals AI, which handles renewal reminders, plan-change alerts, compliance form collection, and appointment scheduling during AEP/OE — and we continue to expand Gia's support to other key moments in the client relationship.
These workflows are designed and managed by Gyde to meet compliance standards, rather than customized by individual brokers. What you do control is who's in them: you can switch Gia's outreach off for a client from their Renewals tab, or for several at once from the Renewals page. See How to Opt Out a Client.
We don't currently offer a build-your-own workflow tool.