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Interactions

Interactions are automated, conversational processes that can pause between steps to collect additional input, such as web-based forms or other external events.

An interaction continues to the next step once additional input is received.

The most common source of additional input is a web-based form with multiple fields.

For instance, a troubleshooter interaction can ask a series of increasingly specific questions to help narrow down the potential cause of a problem. A verification interaction can send a code to a new email address and ask the user to verify it.

You can build your own interactions and add them to toolbars found through Cerb on widgets, cards, profiles, sheets, worklists, email messages, and more.

The following triggers are used to build interactions:

Trigger  
interaction.worker Interactions with a worker using web forms.
interaction.worker.explore Interactions use custom logic to return the next record in explore mode.
interaction.website Interactions with visitors on third-party websites using web forms.