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Recipes are step-by-step builds for common patterns. Each is a top-down narrative. You start at “I want X” and finish with a working configuration in your workspace. Where the rest of the docs explain one feature at a time, a recipe shows how the pieces fit together to solve a real job.

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Pick a recipe

Build a sales pipeline

A Deals object with stages, a Board view, an automation that notifies the owner on stage change, and a dashboard tracking pipeline velocity.

Run an outbound sequence

A target Contacts list, a Sequence that touches them across email and SMS, and a report tracking reply rate.

Assemble a support inbox

A shared inbox receiving email and chat, an automation that opens a Ticket on the first message, and an SLA timer.

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What you’ll build with

Every recipe composes the same core pieces of Custral. The more recipes you work through, the more these become second nature.

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How to use these

1

Work in a sandbox first

New to Custral? Build the recipe in a sandbox so you can experiment without touching real data.
2

Follow it top to bottom

Each recipe is ordered, later steps assume the objects and channels from earlier ones exist.
3

Adapt it to your workspace

The object names and stages are examples. Swap in your own once you’ve seen the shape.
Want a recipe for a pattern that isn’t here? Let us know.