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Workflows introduction
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How to use the workflow builder (4 videos)
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How to test a workflow and set it live
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How to route customers to different teams
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How to snooze inactive conversations automatically
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How to automatically tag conversations based on keywords
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How to manage the priority of your workflows
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Recap
Workflows (intro)
Drive efficiency with these powerful automations.
Use triggers, conditions, and rules to build powerful automations that create amazing customer experiences—all in one place.
In this course, you'll learn how to:
- Navigate and use the Workflows builder
- Configure your CSAT and Expected reply time workflows
- Create a simple workflow, how to preview and set it live
- Create three powerful automations for your workspace
- Manage the priority of your workflows