0
2.0.1
Zurich, Yokohama, Xanadu
Customer Engagement Sequences application automates personalized outreach and follow-up activities to engage customers throughout their entire life cycle.
- No code interface for admins to configure sequences
- Configuring multi-step sequences that define specific activities using a no-code playbook experience reduces dependency on developers.
- Sequence tasks with predefined activities for sales representatives to act on
- Auto-generate different activities on the right day for the sequence task based on wait conditions.
- Provide a guided experience for sales and customer representatives.
- Track sequence task ownership and completion.
- Automate telesales with schedule call activity and click-to-call integration.
New:
- Add multi-trigger sequences with decision branches between stages.
- Leverage schedule call activity for structured telesales workflows within sequences.
- Enable click-to-call integration with platforms like Amazon Connect on sequences call activity.
- Implement granular role framework for sequence admins, writers, executors, and readers.
- Enforce runtime permissions for fine-grained access control of sequences.
Dependencies:
- Playbook Experience (com.playbook_experience)