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Popular searches: AI Email, Contacts, Engagements
Popular searches: AI Email, Contacts, Engagements
September 23, 2024• admin
In an automation platform, engagements refer to the set of automated actions and interactions designed to manage customer engagement activities. These activities are crucial for maintaining relationships with leads, customers, and prospects and are managed using various digital tools. Automated engagements streamline tasks that would otherwise require significant manual effort, allowing businesses to provide timely, personalised communication, follow-ups, and task management.
These engagements play a vital role in sales, marketing, and customer service efforts by automating routine tasks like sending emails, assigning follow-ups, scheduling meetings, and nurturing leads through the sales funnel.
# | Engagement Step | Action Performed |
---|---|---|
1 | Sends personalised emails based on templates, schedule, or behavior triggers. | |
2 | Task | Creates a task in the project management area. You can create a subject, add a description, assign a due date, and assign it to a team member. |
3 | Opportunity | Updates or creates a new sales opportunity, helping teams track progress toward closing deals. |
4 | Action | Assigns the engagement to an agent or changes the status of the engagement (e.g., New, Active, Completed, Closed). |
5 | Wait | Pauses the workflow for a specified duration or until a certain condition is met. |
6 | SMS | Sends scheduled or triggered text messages to customers for notifications, promotions, or updates. |
7 | Response | Tracks and processes customer responses and triggers subsequent actions based on predefined rules. |
8 | Call | Automates scheduling or reminders for phone calls with clients or team members. |
9 | Meeting | Automatically sets up meetings, syncs with calendars, and sends reminders or invitations. |
10 | Move | Pushes the engagement to a new engagement flow based on a defined trigger. |
11 | Post | Automates the publishing of posts on social media platforms. |
12 | Sends targeted or broadcast messages to contacts through WhatsApp for outreach or support. | |
13 | End | Terminates the engagement workflow, marking it as completed. |
Engagements in an automation platform consist of several predefined steps, each representing a specific action or communication that can be automated. These steps are configured based on triggers, customer behavior, or internal workflows. Here’s a breakdown of common engagement steps:
Automating customer engagements through a platform like JeffreyAI enables businesses to manage communications, leads, and tasks more efficiently and effectively. By taking advantage of these automated steps, companies can enhance their customer engagement, save time, and scale their sales and marketing efforts with minimal manual intervention.