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- Creating Automations
- Activating an Automation from the Library
- Assigning Automation Replies
- Understanding the Rules to Target Customers
- Viewing your Automation Messages
- Creating an Advisor Introduction Automation
- Advisor Introduction Message Examples
- Creating a Missed Appointment Message Automation
- Missed Appointment Message Examples
- Creating a CSI Automation
- Customer satisfaction messages examples (CSI)
- Creating a vehicle ready automation
- Vehicle ready messages examples
- Creating an X month reminder automation
- X month reminder messages examples
- Editing an automation
- Changing the active/inactive status of an automation
- Deleting an automation
- Exporting your automations results
- Viewing the results of your automation
- Viewing the response rate per automation
- Viewing the sentiment analysis per automation
- Using automation filters