Key Concepts

Workflow

One published design per account, plus any number of drafts

Published / Draft

The status chip on the workflow list; only the published workflow runs

Lead Source

The node whose rules decide which patients enter, by their source

Stage

A step worked by a person: a stage name, an assignment rule, a due time, tasks, call outcomes and a form

Start Node

The blue badge on the node where a new patient begins

Output

A connector drawn from a node to the next node; each output takes exactly one connection

Manual Call Actions

The stage switch that turns on the three call outcomes and their retries

Attach Form

The stage's form; each of its conditions becomes an output

Task

A to-do created when the patient enters a stage; it shows on the Tasks tab and drives the card's due badge

Today / Upcoming / Overdue

The three buckets of the board, decided by the patient's earliest open due time

All Tickets

The tab that shows every stage together

In Progress

The tab that lists patients whose stage conversation is already resolved

Update Call Status

The button that records Not Interested, Didn't Pick Up or Call Back Later

Select Stage

The action that moves a patient to a stage by hand

FEEDBACK SCHEDULED

The task created when a form is submitted with a follow-up time

Manage Stages

The dialog where each agent picks which stage tabs they see and in what order

Stage Due Time

The stage's clock; the due moment the board uses when the patient has no open task

Due Time

The task's own clock, shown on the Tasks tab

Follow-up time

A time entered with a form submission; it creates a dated task and does not move the patient