Instructional Videos and Guides

Best Practices

• Playbook Best Practices
• Org Chart Best Practices

Admin Educational Videos

• Action Plan Overview
• Org Chart Configuration Setup
• Playbook - Dynamic Contact Assignment

End User Educational Videos

• Org Chart User Guide
• Playbook User Guide
• Screen Flow Use Case: Using a Button or Component Filters On a Case Object
• Screen Flow Use Case: Experience Cloud
• Playbook - Contact Assignment Demo