Now that you have created and added your account to Conexie, you are ready to tailor Conexie's unique channel workflow to your own needs. It can be as generic or as specific as you like, and is built by adding options called branches that drill down to a specific topic that your user is able to utilise to communicate with you.
How you choose to structure and name your branches is up to you, and is based around; who is using Conexie, what is being communicated, and how you would like to receive your reports.
To begin building a basic workflow, log in to your Conexie account. You should see the account you have added on the top left of the screen next to 'My Reports'. If you have multiple accounts, they will appear as a drop down list here.
On the right hand side of the screen is a drop down box labeled Channel Management, it is here where you manage your branches and workflow, the Recipient Groups, and any Pre-saved Lists which you may upload for your business, and also access data analytics for your business. Select Channel Workflow Builder
You will be presented with a screen that allows you to begin layering your branches and nodes. Your business as you entered it in the account creation process will appear as Level 1. To add a branch to this, select View.
You can see here there is an array of options related to privacy, inventories, location and recipients that you can edit at any branch level. To simply add an option and create another level, select Add an option to (account). You will be given the option to add a new node or a shared branch, which you can learn more about here. Adding these unattached nodes will allow you to build the levels of your reporting structure and finish with 'problems', or end nodes.
At the next branch level, you will be presented with the option to make this an end node, which will result in the next set of branches being the topics that you are allowing your clients to report on. To create another layer, select no, and continue to add your branches.
When you are ready to start listing the common topics that you anticipate being reported, select the end node option and + Add a problem to (account). If you want to delegate a contact person do so here and select the Edit option and add the relevant email addresses. Do the same for the location and privacy settings.
Add the problem title, any specifics related to the issue such as materials or the specific problem itself, you can request an exact location to be sent with the reports, and also set the privacy level. On the next screen, you are presented with the option to add a solution which may aid the user in solving the issue without any further intervention. For example, if the problem is 'flickering light', you may offer a solution such as 'tighten light bulb'.
Once this process is complete, the user can then search for your account on the Conexie app on their smartphone, and select from item specifics that you have set, allowing you to receive the most accurate report that is available to you based on your own parameters.
This is the process in creating a basic reporting structure. There are options throughout this process to add branches that have already been constructed with generic issues called shared branches. You have the ability to add or delete these, and create a more efficient and consistent assembly for your branches.
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