Automation Rules
Configure onboarding flows, visibility settings, auto assignments, and learning automation rules for all employees and agents.
Active Rules
3
Event Based
2
Job Based
1
Drafts
6
Learning Workflow Rules
New Agent Onboarding
Assign onboarding courses when a new agent joins the organization.
ActiveEvent BasedEXP - TDB
Licensing Course Materials
Assign License Course and Remove onboarding video on 30th day after joining
ActiveEvery 30 MinEXP - Agency
License Agent Onboarding
Assign onboarding courses when a Licensed agent joins the organization.
InactiveEvent BasedEXP - TDB
