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Case manager's Training Guide
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Whispli Pulse
Overview
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Back to home
Whispli Help Centre
Admin & Configurators
Workflows
Informants
My Anonymous Inbox
My Report
Follow-up on my Report
Informant Training Guide
Case managers
Reports
Projects
Settings
Analytics & Data Export
Case manager's Training Guide
Admin & Configurators
Pages
Channels
Workflows
Automations
Settings
FAQs and Extra Help
Training Guides & Templates
Security & Confidentiality
General
Whispli Pulse
Overview
Old UI
Admin & Configurators
New to Whispli? No need to worry. Here are some guides to get you started.
Getting started with Whispli
Pages
Creating/Editing a landing page
What are the different components of a Page?
How do I add a logo to my Page?
How do I preview a Page & set it live?
Why may I have more than one Page?
What are Pages?
See more
Channels
What is a Channel?
What question types can I create in a Channel?
How do I create steps on my Channel & re-order them?
Should I use a one-page or a multi-page (or stepped) Form?
How can I update my Channel if it's already "Live"?
Why would I have more than one Channel?
How to create a Dynamic List question?
Why use Internal Forms?
What is the Chat Channel? (Open Line)
See more
Workflows
What is a Workflow?
How do I create a Workflow?
Should I use a one-step or a multi-step Workflow?
How do I create steps for a Workflow & re-order them?
What question types can I use in a Workflow?
How do I make a Workflow "live" and later "pause" it?
Why may I have more than one Workflow?
See more
Automations
What are Advanced Automations?
What can trigger an Automation?
Understanding Whispli Automations: Action-Triggered vs. Time-Based Automations
Settings
How can I change my Profile Settings?
How can I add a new User to my account?
How can I delete a User?
What are the different roles Users can have?
What is a "User Group"?
What are "Invitations" in my Users tab?
How do I customize Statuses?
What is the "Data Retention Policy" feature?
What is the "Audit Trail" feature?
Getting Connected to the Whispli API
See more
FAQs and Extra Help
Need Help?
Training Guides & Templates
Implementation Checklist
Translations Guide
Sample Whistleblowing Policy Document
G2Crowd Review Process
User Guide
Configurator Guide
See more
