Learn how to create user-facing engagements that provide information, launch automations, or direct users to helpful resources.
Video Transcript
An Engagement is a pop-up that provides interaction with users. It can be manually triggered from Assist, Resolve or Prevent, or scheduled to run when a sensor triggers. Engagements are scheduled using the Tool Schedules tab on the Roles page.
Create a new engagement and give it a name.
Enter introduction text. This is the first thing the user sees when the engagement appears.
Enter an engagement prompt, which is what the user sees after starting the engagement.
From the Add Option dropdown, select the type of button to include in the engagement. You can choose from a Link Button to specify a URL to visit, or an Automation Button which will run the specified automation.
You can add multiple buttons to the engagement. Use the X in the top right corner to delete a button.