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  4. Guide
  5. Contactflow overview
 
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Contactflow overview

Flow Guide
  • Flow overview
    • Introduction
    • Understanding Contactflow
      • Understanding automations
      • Understanding reports
  • Using Flow
    • Getting started, navigating the UI
      and signing out
    • The My automations section
    • The Reports section
    • The Admin section
    • Selecting a portfolio, workspace
      and node
    • Creating an automation
      • Configuring a Real-time Source
      • Adding an Action step
      • Adding a Check step
      • Adding Check step paths
      • Adding a Delay step
      • Adding an End step
      • Completing the automation
    • Editing an automation
    • Deleting an automation
    • Generating and viewing reports
    • Adding contacts to an automation using Contactplan
    • Viewing automation step analytics and statistics
    • Searching for contacts and removing them from automations
  • Reference
    • Copyright

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