- Click on + Create > Interaction
- Add the required field details;
- Subject
- Type
- Date and Time
- Confidentiality (if required)
- Message
- Click on Save & Exit. The record has been saved.
- Or, Click on Save & Continue. The interaction record will open where additional details can be added.
- In the Annotations card, click on Generate Tags to automatically highlight key topics for the interaction
- Select the relevant Tags and click Approve
- Click on the Sentiment score chart
- Click on Generate to set the AI Sentiment score and input the User rating
- Click on Save
- In the Details tab enter:
- Additional information or an alert in the Message classification card
- Assign the Owner
- Link the Stakeholder/s
- Manually manage Tags
- Upload any Files
- Assign a Interaction Manager
