8. Automation, Workflows, and Planner
Automate processes, configure rules and workflows, and manage actions across teams to close the loop.
- Pisano Planner
- What is Workflow?
- Feedback-Based Campaign Triggering
- Feedback-Based Workflow with Multiple Conditions
- Time-Based Workflows
- Workflow Between Two Channels/Campaigns
- Connecting to a Database with Workflow
- Reading Files from FTP with Workflow
- Workflow Status Notifications
- Automatic Deletion User Guide
- Automatic Anonymization
- Using the Push Report Metric Automation Task Type
- How Does The Automated Feedback Assignment For a Team Work?
- What Should Be Done If Chat Requests Assign to Customer Representatives?
- What Are & How to Create Automated Jobs?
- How Can I Delete Automated Jobs or Make Them Passive?
- Can I Remove Old Or Faulty Automated Tasks?
- Notify Team Members of Negative Feedback via Email
- Automated Jobs and Used Cases
- Removing Old or Incorrect Automated Tasks
- Changing Email Addresses in Automated Tasks
- Automatic Tasks and Use Cases