16 docs tagged with "learning"

Inspect an Action, understand its trigger, and find which responses can run for each event.

Capture feedback during a Chat and review it from a Workflow.

Upload and organize Files, edit documents, and give a Workflow access to the information it needs.

Define structured fields, then find where submitted records and Event Rules live.

Find your way around the workspace and learn where to start.

Create a Journey, configure its steps and progression, and enroll or monitor Members.

Define a Metric, interpret its readings, set a target, and export the results.

Read a Chat, rate a response, review Workflow feedback, and find related Chats with Manager.

Find workspace channels, browse third-party apps, and review a connection before adding it.

Create an Inbox and choose whether a Workflow or a person handles incoming mail.

Route Member calls to a Workflow during business hours and to voicemail after hours.

Connect a Workflow to a Site, write a visitor page, and publish it.

Compare the five built-in roles and choose access that fits each Member.

Ask the Workspace Manager to inspect or configure your Workspace, review proposed actions, and continue the work in a Chat.

Invite your team, meet the Workspace Manager, connect your first channel, and find your workspace settings.

Start with one prompt, test its answers, then build an enrollment Workflow from ordered Tasks.