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WorkBuddy customer tiering keeps missing the mark: misconfigured rules or normal variance?

Old ChenOld ChenAug 142026/08/14 257 views

Just saw a short video summarizing foreign trade AI tools for 2026. It mentioned that WorkBuddy ranks high among efficiency tools, along with some buzzword about full-process automation. I figured since I've only been using it for a few days and have already tried background checks and cost calculations, I'm ready to take the next step: building a customer tiering table.

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Pixel Perfectionist

I've only been using it for three days and ran into a similar issue. It feels like it defaults to grabbing a different field, not the column you selected... You have to explicitly specify "last 6 months" and "cumulative transaction volume" in the rules, or else it just improvises.