Skip to main content

Add an Interaction

Create an interaction to log your engagement activity.

SiSta (Customer Success) avatar
Written by SiSta (Customer Success)
Updated over 2 weeks ago

Go to Interactions for more information about interactions.

How to add an interaction

  1. Click the green plus button in the top left corner.

  2. Select Interaction from the dropdown menu.

  3. Add the required field details. Note that:

    • Subject is the title of your interaction. It should be direct and to the point.

    • Communication Methods is the interaction type, e.g email, letter, public meeting media article etc.

    • Message is the details of your interaction. Be as detailed a possible as our AI will auto-identify any themes or topics, and also analyse the sentiment!

  4. Scroll down and click +Add More to fill in additional information.

  5. Click Save & Close to finalise the interaction,
    OR
    Click Save & Continue to open the record and review.

Note:

You can also use Smart Records to create a new interaction, or by using the Outlook Add-in.

How to add or edit interaction details

  1. Click the Interactions icon on the left of the screen.

  2. Click the interaction.

  3. Click Edit in a section of the left panel to add or amend those details.

    Image of interaction details panel




For more help

If you have any questions, or need support, please reach out to our Customer Success Team or email [email protected].

Did this answer your question?