Momentum Automation Center: Frequently Asked Questions

Everything you need to know about access, pricing, technical specs, and workflow logic.

1. General & Access

Is the Automation Center a standalone CRM?

No. It is a built-in module that integrates directly with Momentum AMS. It pulls your existing data (Prospects, Policies, Pipelines, Tags, and X-Dates) to trigger communications, so you don't need to migrate data to a separate system.

How do I access the system?

You do not need a separate login. Log in to your Momentum AMS account and look for the "Momentum AMP" dropdown on the left navigation bar. Select Automation Center.

I see the name "Fusion" in some URLs. What is that?

"Fusion" was the previous internal name for the Automation Center. Both names refer to the exact same product.

2. Plans & Features

Can I use the system without a paid subscription?

Yes. The Basic Plan is free and fully functional. It allows you to use pre-built "Default Workflows" (templates). However, on the Basic Plan, you cannot customize the text, change the triggers, or build new workflows from scratch.

What is included in the Paid Plan (MAC Plus CRM)?

Upgrading unlocks Custom Workflows. This allows you to build multi-step sequences, edit email content, create internal tasks, and update Opportunity stages automatically. View Pricing Details.

What is the "Done For You" service?

This is an optional service where a Momentum specialist builds your custom workflows for you, based on your agency's specific requirements.

3. Technical & Email

Do emails look like they come from me or a generic address?

They come directly from You. The system integrates with your actual Gmail or Outlook account. The emails appear in your "Sent" folder, and replies go directly to your inbox.

How fast does data sync from the AMS?

The system uses Kafka syncing technology. Changes made in the AMS (e.g., updating a Policy Status to "Renewed") typically reflect in the Automation Center within 2–3 minutes.

Can I attach files (like a Dec Page) to automated emails?

Static Files: Yes. You can upload a generic file (like a "Welcome Packet" PDF) that sends to everyone.
Dynamic Files: No. The system cannot currently pull specific client documents (like their unique Dec Page) from the AMS file manager.

Does the system track email bounces?

No. Bounce notifications will be returned directly to your email inbox (e.g., Gmail/Outlook). They are not currently flagged inside the Automation Center dashboard.

4. Workflow Logic

What happens if a client has multiple policies?

By default, the system treats every policy as a unique trigger. If a client has 3 policies expiring, they get 3 emails. You can prevent this by checking the "Limit Contact Entry" box in the trigger settings to consolidate communications.

Can I "pause" a workflow for a specific client?

No. There is no "Pause" button. If you need to stop communication for a client (e.g., during a dispute), you must remove them from the workflow entirely.

Can I skip a contact to a specific touchpoint (e.g., start at Day 10)?

No. All contacts enter at the beginning (Day 1). The system respects the time delays you programmed, so a client must wait 10 days from the time they enrolled in the workflow to reach the Day 10 touchpoint.