Video review
Video review
What is an interaction?
An interaction record refers to any communication or engagement activity between your organisation and your stakeholders. This could be a meeting, call, email, event, survey response, or even informal check-ins. An interaction captures the details that help to build and maintain the relationships with your stakeholders over time.
Types of interactions, or communication methods, include:
Email
Event
Informal check in
Letterbox drop
Media article
Meeting (in person or online)
Phone call
Public meeting
Survey response, etc.
Why should I log an Interaction?
It's important to log interactions because they help you keep a consistent record of engagement with each of your stakeholders. This ensures no one is overlooked.
Benefits of logging interactions:
Tracks the frequency, quality, and type of engagement.
Provides context for future meeting.
Promotes accountability by recording commitments, concerns, and follow-ups.
Supports strategic decision making.
Offers insights into project themes, issues, and sentiment.
How do you log an interaction?
Methods of creating interactions:
Use Smart Record to easily identify and capture activities with stakeholders.
Easily push an email or meeting event from the Outlook Add-in.
Import an excel spreadsheet of stakeholders and engagement.
Use a form Add an Interaction.
How do you access an interaction record?
Click the Interactions icon
on the left of the screen.Click the interaction you want to access. This will open the interaction record.
The interaction record has 4 main areas:
The LEFT panel has key information and editing capabilities.
The CENTRE panel shows the content of the interaction.
The RIGHT panel manages tags and annotations for the interaction.
The TOP panel manages activity history of the interaction and relationships within the interaction.
About the LEFT panel
In the left panel you can view and edit key information about the interaction, including:
Interaction type (Communication Method)
Date and time
Level of confidentiality.
You can also view, add and edit:
The Sentiment score
Notes
Interaction manager(s)
Associated projects
Attached files.
About the CENTRE panel
The centre panel shows the content of the interaction. You can:
Generate a summary of the content for a quick overview of the interaction content. Go to Text Summarization for more information.
Edit the summary
Edit the content.
About the RIGHT panel
The right panel shows the keywords (Tags and Annotations) that are related to this interaction. Using tags and annotations is a great way to identify common themes, topics, opportunities or risks that come up in your engagement with stakeholders.
Tags can be manually added or automatically generated using the Generate button.
About the Activity History tab
The Activity History shows a timeline of all engagement activities or tasks that are related to the interaction. You can:
Filter to find relevant information quickly.
Add new interactions or tasks.
Link to existing interactions or tasks.
About the Relationships tab
The Relationships tab lets you manage relationships between the interaction and organisations, stakeholders and properties that are linked or connected to this record.
Go to Relationships for more information.
For more help
If you have any questions, or need support, please reach out to our Customer Success Team or email [email protected].