Automation

Create automated, compliant and bespoke workflows that help determine how staff work and manage enquiries. Create user actions from events & triggers

• 1. Automation Introduction
• Dealing with a delayed lender response
• Marketing strategy
• Auto replying to SMS responses when keywords are returned
• Day / time restrictions on automation actions
• Setting up simple automation
• Suggested journey of a new application
• Automation troubleshooting
• External actions
• Automation updating the activity feed
• Action triggers