This video introduces Smart Actions in the Presence platform, an automated feature that analyzes contact activity and surfaces suggested next steps for you to take. You'll learn how to access Actions, navigate its three sections, and act on suggested tasks so you can stay proactive with your contacts without manual tracking.
What's Covered
- What Smart Actions are — The system analyzes signals like website activity, email interactions, and data enrichment to surface intelligent, automated tasks and suggested next steps.
- Accessing Actions — Log in to the Presence platform and click Actions in the left side menu.
- The three sections of Actions — Review shows outstanding tasks, Saved holds actions set aside for later, and History displays completed or past actions.
- Understanding a suggested action — Click into any task in Review to see the signals behind it along with a recommended message or next step.
- Sending a message from Actions — Send directly from the platform if your email is connected, or copy and paste the message to send elsewhere.
- Viewing contact details — Click the contact's name to open their full profile.
- Managing a task — Mark a task complete, dismiss it, save it for later, or use the three-dot menu to reassign or share it.