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Filters and Criteria : Combine various filters to define audiences, such as active status, language preferences, email presence, and more.
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Audience

Filters and Criteria

Actions

Settings

Service Desk

Observe

Roles | Permissions

Roles

Libraries

People

Campaing | Campaign Status Management

Campaign | Campaing Creation

Campaign

Workflow | Rules

Workflow | Cards

Workflow | Navigation

Translation for Bots: Automatically translate all ...

Translation for Bots


Helps users track the progress and current status...

Campaign Status Management

- Draft: Campaigns that are still being created an...

Statuses and Their Definitions

Status Filter: Allows users to filter campaigns ba...

Filter

Campaign Status Indicator: Displays the current st...

Campaign Status Indicator


The Campaign Manager module is designed to facili...

Campaign Manager

Description: Template roles serve as blueprints fo...

Template Roles

Description: Lists all actions that a role has acc...

Actions Management

Description: Define the menu layout and options av...

Menu Configuration

Description: Allows users to create, configure, an...

Role Management

Description: Lists all users assigned to a specifi...

Role Assignment

This section details tools and features for creati...

WORKFLOW | Top Right: Workflow Creation and Management

Launch For
The "Launch For" feature of the Form Ca...

Form Card

Move to Page Card
The "Move To Page" card is a spe...

Move to Page / Back to Root Page Card

Branching rules in a workflow management system ar...

Branching

Save Rules are designed to facilitate the automati...

Save Rules

Launch For
The "Launch For" feature of the Event C...

People Card

Record Card

Ticket Card

The Event Card in the Workflow module is designed ...

Event Card

The API Integration Card within a Workflow module ...

API Integration Card

Campaign Creation Interface:


Create New Campaign...

Campaign Creation Interface



Campaign List View: Displays all campaigns with ...

Campaign Status Management Interface

Delay Rules are a critical component in workflow m...

Delay Rules

Features that support the execution and testing of...

WORKFLOW | Workflow Execution and Testing

Description: Provides information on system update...

Updates and Notifications



Channels Selection: Users can choose the channel...

Notification Creation

Description: Manages security protocols and polici...

Security Settings

Description: Sets the organization’s working hours...

Working Hours and Days Off

The People module is designed to manage and intera...

People Module

People List: Displays a list of all individuals wh...

People List

Description: Enables users to customize the column...

Column Customization

Description: Defines the access levels and permiss...

Permissions

The top panel provides options to select different...

WORKFLOW | Top Panel: Choose a Module

Entity Management is designed to streamline the cr...

WORKFLOW | Top Left Panel: Entity Management

Description: Displays detailed information about a...

Profile View

The Settings module provides comprehensive tools f...

Description : Manages and segments audiences for u...



Tools to define and save new audiences based on ...

Create New Audience

Save defined audiences for future use in workflows...

Save and Reuse Audiences

Audience List



Audience Stats : Shows the statistics for the se...

Audience Stats

Understanding & Matching: Ideal for cases where yo...

Understanding & Matching

Response-generation: Choose this when you need to ...

Response-generation

 Valuable for aiding copywriters in text rephrasin...

Text-generation

Translation for Chats: Automatically translate cha...

Translation for Chats

When adding a new provider you will be prompted to...

Provider OpenAI

When you open a module you will be presented with ...

Conversational AI-provider

Recognition: Used to identify the language, date, ...

Recognition

Personalization: This service rephrases the writte...

Personalization



Status Change Notifications: Provides alerts or ...

Change Notifications

Overview
 The Roles module is designed to manage u...

Roles Module



Add Question: Users can add questions to the for...

Form Creation

Moderation Workflow: 
- Submission: Users complete...

Moderation Workflow

Moderation Process:
Purpose: Ensures that campaign...

Moderation Process

 The Libraries module provides an organized and de...

Libraries module 

Description: Lists all workflows in the system wit...

Libraries/Workflows

The Action module is designed to create, manage, a...

Actions | Overview

Overview
 The Observe module provides comprehensiv...



Description : Provides real-time data on the num...

Active User Tracking



Create New Campaign: Positioned in the top right...

Campaign Creation

Creating Actions:

Description: Allows users to cr...

Creating Actions

Description: Contains all actions defined within t...

Libraries/Actions

Description: Contains all records stored in the sy...

Libraries/Records

Description: Lists all user roles defined in the s...

Libraries/Roles

Description: Manages all events recorded within th...

Libraries/Events

Description: Provides a detailed description and s...

Action Details

Description: Manages all media files used within t...

Libraries/Media

Description: Lists all forms used for data collect...

Libraries/Forms

Description: Manages who has access to execute or ...

Access Control

Description: Tracks and displays every instance wh...

Usage Tracking

Description: Specifies how and by whom the action ...

Execution Settings

Description: Tools for managing and organizing exi...

Action Management

Description : Allows users to perform detailed aud...

Audit Capabilities

Description: Organizes actions in a hierarchical f...

Folder Organization

 

The Service Desk module is designed to manage a...

Description: Sets up triggers that define when and...

Triggers

Description: Displays a list of all tickets and ch...

Ticket and Chat Management

Description: Displays all tickets that the user ha...

All Tickets View

Description: Lists all tickets that have been crea...

Unassigned Tickets View

Description: Shows direct chats with people, which...

Chats View

Description: Allows users to create new tickets or...

Ticket and Chat Creation


Efficiency and Automation: The Action module stre...

User Experience | Actions

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