Optix

As an Admin, learn what Controls are in Automations.

What is a Control in Automations?

As an Admin, learn how to duplicate Automations and what aspects of an Automation is included or not included when you duplicate it.

Learn what a Status is in Optix Automations.

As an admin, learn about what the Automation labels are and how to use them

Learn how to determine if your Automation is active and enrolling Users, Teams, or Admins into the automated workflows.

Learn how to delete a step within an Automation in your Optix dashboard.

Learn how to pause or stop an active Automation.

As an Admin, learn how to create Labels for your Automations, and learn examples of common/popular Labels other Admins have used.

As an Admin, learn if it is possible to re-enroll Users into a newer version of an Automation.

As an Admin, learn where you can see who has received your automated emails and messages, sent via Automations.

As an Admin, learn how to unenroll Users from your Automations.

As an Admin, learn how updating or changing an Automation affects the current enrollments and future enrollments in that Automation.

As an Admin, learn how to edit a live Automation.

As an Admin, learn how to end or pause an Automation, as well as how to unenroll specific Users from an Automation.

As an Admin, learn how to view all previous and current Enrollments of an Automation you have created.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you