Automation Engine
An explanation and deep dive of Chariots Automation Engine
9 articles
- Automation Engine Overview: What It Is and How it Drives Profits for MoversAn overview of the Automation Engine add-on: what it's for, the impact it can drive, and how it differs from Chariot's default automations
- The Basics of Creating an AutomationThe knowledge you need to create an Automation within Chariot's Automation Engine
- Automation Quiet Hours: How to avoid triggering actions at bad timesQuiet hours are used to prevent Automations from taking actions (like sending an email or text) at awkward times of day
- Drafting Automations using Blueprints and the AI AssistantBlueprints and AI make it easier to draft many Automations instead of building them from scratch
- Creating and Connecting Communication Templates to AutomationsHow to create email and SMS communication templates and connect them to Automation actions
- Setting Automations live - and how to edit or stop themHow to start, stop, and edit in-flight Automations
- Reviewing and Stopping Automations on a Lead or JobHow to see which automations are running on a lead or job, and how to manually stop them on individual records
- How to Manually Enroll a Lead or Job in an AutomationHow to start an Automation without a specific Enrollment event or condition (e.g., initiating a sequence of emails and texts)
- Understanding and Using Automation MetricsHow to find and use Automations Engine metrics — including jobs enrolled, actions taken, and how to drill into which jobs an automation has fired for