Taylor Smith

Whether you accidentally deleted something or just need to tidy up your CRM, Captivation Hub makes it easy to remove opportunities and pipelines — and restore them when you need to. This guide walk...

Pipelines and opportunities give you a clear, organized way to track potential deals and move contacts through your sales process — from first touch to closed. In this guide, you'll learn how pipel...

Opportunity Score gives you a pre-publish health check of your Meta campaign by analyzing audience, budget, creative, and tracking configuration. You'll see a readiness percentage, a status label, ...

Opportunity Score helps you review your campaign setup in Captivation Hub Ad Manager before publishing. It checks key setup areas, highlights recommended improvements, and helps you prioritize upda...

Deliver human-like voice interactions directly through your Captivation Hub Chat Widget — no phone numbers, downloads, or extra setup required. Capture and qualify more leads the moment they land o...

Capturing a response is great, but having it instantly available as a clean, printable document is even better. The new Generate Submission Document setting automatically creates and stores a PDF c...

Selling products through your Forms and Surveys just got a lot more streamlined. The Sell Products element now has a unified payment configuration panel, so connecting a payment provider and settin...

Reviewing client documents shouldn't mean constantly checking the Client Portal to see if anything new came in. Account Admins and Users can now get an in-app notification the moment a contact uplo...

Nobody likes losing their place halfway through a long form. With the new Save Progress feature, anyone filling out a multi-step Form, Survey, or Quiz in Captivation Hub can step away and pick back...

Want more control over an AI Studio project than prompts alone can give you? The built-in Code Editor lets you open your project's files, make precise changes, and see the results instantly, all wi...