Communication Scenarios - User Guide

Created by Martina Farneva, Modified on Fri, 12 Apr 2024 at 04:17 PM by Martina Farneva




What are Communication Scenarios and What are they used for:

Communication Scenarios are how we have automated specified pieces of communication to be automatically released during a specific stage in the workflow.

Our automated communication currently saves our clients around 5 admin days a month.


Navigation: Inbox > Communication Scenarios


  • Click on Inbox, select Communication Scenarios
  • To View what Saved Reply has been assigned to a Communication Scenario, click on the Communication Scenario
  • This is where you can make changes to a Communication Scenario, depending on your specific needs




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