Automated Playbooks & Alerts
Automate workflows with Playbooks.
By Laura and 2 others3 authors10 articles
- Viewing Related Objects in Slide-outsSee and navigate between objects that are connected through Playbook or AI Copilot automation, using the Related tab in activity and custom object slide-outs.
- Automated PlaybooksPlaybook automation help you automate internal customer management, fire alerts for in-need accounts, and engage customers.
- Creating Opportunity & Risk IndicatorsAutomated alerts that detect significant opportunity or risk states customers may transition in to during their lifetime with your product.
- Automated Playbook Use Cases, Tips, & TricksFind common playbook use cases, tips, and tricks!
- Triggering Intercom Campaigns & Pre-saved Emails from Vitally
Playbook Troubleshooting Guides
Find common issues that customers run into with Playbooks
- Segment was not removed after exiting a PlaybookAn object is no longer enrolled in a Playbook, but the Segment was not automatically removed
- Playbook Conversation has the wrong sender informationA conversation sent by a Playbook has the wrong sender's email and signature
- Conversation did not get sent from a PlaybookFind steps to troubleshoot why a conversation from a Playbook has not or is not sending.
Playbook Common Use Cases
Find a collection of common use cases that Playbooks solve for
- Using Playbooks to Follow Up on Conversations (drip campaigns)Learn how to configure the behavior of playbook delays, ensuring follow-up messages are sent as intended.
- How to Track Accounts (Orgs or Users) Entering and Exiting a SegmentA guide on how to track when a Segment is applied or removed from an Account, Organization, or User.