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Quick actions take you straight to the main Faster modules from the workspace home.
What this feature is for
- Quick actions take you straight to the main Faster modules from the workspace home.
When to use it
- You are not sure which module to open.
- You want to start from Chat, Customers, Engagement, Money, Website, Forms, Posts, or Canvas.
Do it manually
- Open Workspace.
- Hover a quick action to confirm what it opens.
- Choose Chat for AI-assisted work.
- Choose the module when you want to inspect or finish work manually.
- Return to Workspace when you need another starting point.
Ask Faster AI
Based on what I am trying to do today, tell me which Faster workspace quick action I should use and why.
Review before saving or publishing
- Confirm the change matches the customer experience you want.
- Check owner, timing, audience, and next step before saving.
- Preview anything customer-facing before publishing or sending.
Common mistakes and fixes
- If you cannot find the item, refresh the workspace and check that you are in the right workspace.
- If a save is blocked, review required fields and permissions.
- If AI drafts something unexpected, ask it to summarize the changes before you approve them.
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