The suggested actions feature lets you contact clients directly from Workflow Steps or Tasks in Wealthbox. By creating a workflow step or task with a title that includes "Email" or "Call," you'll automatically see a corresponding "Call" or "Email" action button when opening the task or workflow step. This feature lets you complete the action efficiently and directly from the workflow step or task.

• Suggested Actions are part of Pro and Premier-level Wealthbox plans.
• See also: What is the Suggested Actions feature for Tasks?
• See also How-to video: How to Use Suggested Actions for Calls and Emails

How Suggested Actions Work

Suggested Actions streamline tasks and workflows, adding convenient buttons that allow advisors to make a call or send an email directly from the Workflows or Tasks page. If a workflow step is named with prompts like “call” or “email,” advisors can take immediate action without navigating to a different screen. This enhancement simplifies workflow step completion and keeps advisors focused, saving time and improving efficiency in client communications.

For example, if a workflow step such as “Send a follow-up email” is created, Wealthbox displays an “Email” action, enabling advisors to compose and send a message without additional navigation immediately. Similarly, “Call client to review portfolio,” the feature prompts a “Call” action, seamlessly connecting advisors to their client contacts.

Adding a Suggested Action to a Workflow Step:

1. Navigate to Workflows

• From the Wealthbox main menu, click on “Workflows”.

• Select "Manage Templates" in the upper right corner of the screen

• Click "Edit" for the workflow you want to add the action to, or click "Add Template" to add a new template.

2. Select or Add a Step

• Click on an existing step to edit it or click “Add Step” to create a new one.

• A step editing panel will appear on the right-hand side.

3. Enter Step Name

• The call or email suggested action will automatically be added to the step based on the Workflow step name.

• For example:

  • “Send the welcome email using the Onboarding template.”

  • “Confirm meeting”

  • “Schedule a call to review investment objectives.”

  • "Send meeting summary and thank you email."

4. Save the Step

• After entering the suggested action and any other details (e.g., due date settings, assignments, etc), click “Add Step" (when adding a new step) or "Apply Changes" (editing an existing step).

5. Save the Workflow

• Once you've finished editing all relevant steps, click “Save Template” in the lower right to finalize your changes.