Go to Interactions for more information about interactions.
How to add an interaction
Click the green plus button
in the top left corner.
Select Interaction from the dropdown menu.
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!
Scroll down and click +Add More to fill in additional information.
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
Click the Interactions icon
on the left of the screen.
Click the interaction.
Click Edit in a section of the left panel to add or amend those details.
For more help
If you have any questions, or need support, please reach out to our Customer Success Team or email [email protected].