After you’ve created your workflows, it’s time for your team to start using them with sessions. Sessions allow a team member to go through a workflow in a step by step process.
Sessions provide everything your team needs to succeed and do their best work.
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The content you provide for each section is the first element shown to the user when they are in a session.
The answers given to each section are shown as the options a user can choose in order to proceed through the session.
The fields attached to each section become live fields that allow the user to collect information.
The actions triggered on each section selected can be reviewed and updated before they are sent after the session is completed.
Users can easily preview all sections selected during a session and all of the information provided in fields.
They can also jump back and change their selections at any time.
Users can easily access information that’s been added to the knowledge base. Learn more