Routivelle / help
A little guidance. A clear way forward.
Find answers about the demo, workflow templates, and getting started.
Do I need an account?
No. The sample workspace opens directly. Sign-in and account creation are not connected in this preview.
How do I try a template?
Open Templates, filter by team, and expand a card to preview its steps. Choose “Try this workflow”, then select “New request” in the workspace. The chosen template is preselected.
Are my changes saved?
Request changes last only while the workspace remains open. Refreshing or leaving the workspace resets them. Export a CSV if you want a copy.
What does completing a step do?
It moves the selected sample request to its next stage and adds an activity entry. It does not send messages, transfer money, or perform an external action.
Can I send a contact or demo request?
These forms let you download a brief or message draft. No message is sent and no appointment is booked.
How do I start again?
Choose “Reset demo” in the workspace and confirm. The original sample requests will be restored.