Compass logo

Sessions

Use your workflows interactively with sessions.

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.

A beautiful interface your team will love to use while they work.

Sessions provide everything your team needs to succeed and do their best work.

Tap to enlarge the image

Compass user interface showing the session screen

Let’s breakdown how workflows are transformed into interactive sessions

Content

The content you provide for each section is the first element shown to the user when they are in a session.

Workflow SetupCompass user interface showing the workflow editor's content field
Session ViewCompass user interface showing the session screen's content field

Answers

The answers given to each section are shown as the options a user can choose in order to proceed through the session.

Workflow SetupCompass user interface showing the workflow editor answer field
Session ViewCompass user interface showing the session answer field

Fields

The fields attached to each section become live fields that allow the user to collect information.

Workflow SetupCompass user interface showing the workflow editor form fields
Session ViewCompass user interface showing the session form fields

Actions

The actions triggered on each section selected can be reviewed and updated before they are sent after the session is completed.

Workflow SetupCompass user interface showing the workflow editor action panel
Session ViewCompass user interface showing the integration review actions panel

More features that you’ll love with sessions

Compass user interface showing the session history feature

History

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.

Compass user interface showing the knowledge base feature being used during a session

Knowledge Base

Users can easily access information that’s been added to the knowledge base. Learn more

>

Learn more about sessions

Watch a video

Duration: 3 minutes
lightbulb

Read docs

6 articles

Explore other features

Overview

Learn about the core features of Compass.

Learn more

Workflows

Streamline your complex tasks and processes.

Learn more

Knowledge Base

Centralize your internal information.

Learn more

© 2019 Glenn Works | Made in Metro Vancouver, Canada.