For Admin and Configurator Users. Learn how you can use action-triggered as well as Time-based Automations in order to triage and get certain tasks done.
Unlock the potential of Whispli by mastering the art of Automations tailored to your needs. As an admin or configurator, you have the keys to two dynamic types of Automations: Action-Triggered and Time-Based Automations. These tools will not only streamline your tasks but also elevate your efficiency. Let's delve into the core differences and applications of these two automation types.
A standard Automation
An Automation is triggered off of a specific event that happens in Whispli. These Automations are orchestrated to spring into action in response to predefined triggers. It could be an informant's answer, a case manager's decision, alterations in report status, or even the application of certain tags. As soon as the conditions align with the event, these Automations elegantly execute one or multiple actions. This strategic approach automates your processes, effectively shifting the workload from your shoulders to Whispli's capable hands.
Time-Based Automation
Instead of relying on specific events, Time-Based Automations are initiated by the passage of time. For instance, they can kick in after an informant submits a report or a case is assigned to a manager. Their practical applications include:
- Sustaining Case Engagement: Keep informants informed about ongoing investigations, ensuring their involvement and interest remain intact.
- Tackling Inactivity: Alert case managers if a case remains untouched for an extended period, prompting necessary actions to keep things moving.
- Timely Notifications: Notify administrators if a new case remains unassigned beyond a certain timeframe, preventing any potential delays.
Both action-triggered and Time-Based Automations enable you to embed your business rules into Whispli seamlessly. Utilize these tools to guide cases and vital information to their destinations efficiently. Whether it's the immediacy of Action-Triggered Automations or the rhythmic approach of Time-Based Automations, you can transform Whispli into a platform of streamlined processes. Elevate your workflow, maximize impact, and let automation drive your progress.
In conclusion, by harnessing these automation capabilities, you're not only simplifying your tasks but also optimizing outcomes. Your journey within Whispli becomes more efficient and effective, driven by automated precision.
In conclusion, by harnessing these automation capabilities, you're not only simplifying your tasks but also optimizing outcomes. Your journey within Whispli becomes more efficient and effective, driven by automated precision.