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