Automation & Workflows
Automate workflows, import contacts, and streamline recruiting operations.
8 articles
Importing RMS ContactsHow to import your RMS contacts into AgentBase!
How to Drip Contacts to a Workflow: A Step-by-Step GuideIn this article, you'll learn how to bulk import contacts and drip add them to an AgentBase workflow. Follow the steps in the video below!
Importing Job Applicants into AgentBaseLearn how to import applicants from job boards like ZipRecruiter, Indeed, etc. into AgentBase, to automate the webinar registration process.
Create SMS & Email TemplatesHow to create SMS or Email templates to help with conversational management!
Missed Call Notifications
What are Triggers, and how do they work?π Introducing Triggers: The Secret Sauce of AgentBase! π
What is a SmartList?
How to Add the "STOP" Tag to Remove a Candidate from Workflows and Pipelienes