To add a new process go to Processes and click Add new process button.
Select Create a Monitoring Process.
Choose a name for the new process.
Now you see the spektr process builder. Here you can create and edit processes.
To start, link a data set or link an existing process. For this click on the Process Settings step you see in the middle.
Link existing data set
If you want to link an existing data set as the starting point of the Customer Score process, select the data set from the ones you see.
You can also Add filtering rule, setting a custom filter on the chosen data set before using it in the Customer Score process.
Link existing process
If you want to use an existing process as the starting point of the Customer Score process, click Link existing process and choose a process from the dropdown menu on the left.
Next, choose the outcome of the process you want to use as a starting point.
Set schedule frequency
Choose the time intervalls, with which the monitoring process is launched after the initial launch.
Next, you can choose what you want to add to your process.
Steps
In the Steps tab, you can choose between all available process steps.
Click on a step to add it to the process.
Please note, that you cannot change the order of steps later on.
Here you can find detailed explanations for all step types
Services
Click on a service to add it to the process.
Here you can find all availble service types
ComplyAdvantage
OpenCorporates
Kyckr
Slack
Virk
Moody's
Actions
Click on an action to add it to the process.