Click on
and then InteractionAdd the required field details:
Subject
Type
Date and Time
Confidentiality (if required)
Message
Click on Save & Exit to finalize the interaction, or click Save & Continue to add additional details - we recommend adding as much info as possible!
Create Annotation Tags using the annotation card
Generate Sentiment Scores for your interaction
In the Details tab enter:
Additional information or an alert in the Message classification card
Assign the Owner
Link the Stakeholder/s
Manually manage Tags
Upload any Files
Assign a Interaction Manager
Here is a video tutorial on adding a simple interaction to Simply Stakeholders: