Action Flows User Guide

Action Flows are a dynamic tool created to help drive lead conversion and define program success.

Using triggered workflows, Hearsay’s Action Flows can automatically push a new contact a mobile notification, email or text message in real time. Pre-scripted outreach engages contacts quickly and effectively with just a single click. Since an agent can follow up from their mobile device, outreach can happen within the 3-hour window that leads to a 40% higher conversion rate.

The Action Flows User Guide walks through all the features of Action Flows such as:

  • Getting Started
  • Working hours
  • Contact text notifications
  • Agent text notifications
  • Agent daily email
  • Outcome survey
  • Reports and dashboards
  • Configuration options

Download the .PDF version of the Action Flows User Guide to get started.

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