Automating Follow Ups

Automating Follow Ups

Notify your team when a customer interaction requires follow-up by utilizing Actions & Tasks.

Curriculum7 min

  • Using Actions to Automate Workflows
  • Understanding Actions and Tasks 4 min
    • Action Conditions
    • Email Tasks
    • Ticket Tasks
  • Monitoring Actions and Follow Up 3 min
    • Interacting with Tickets
    • Reaching out to Customers
    • Filters and Tools

Curriculum7 min

  • Using Actions to Automate Workflows
  • Understanding Actions and Tasks 4 min
    • Action Conditions
    • Email Tasks
    • Ticket Tasks
  • Monitoring Actions and Follow Up 3 min
    • Interacting with Tickets
    • Reaching out to Customers
    • Filters and Tools

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