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Engagements

The Engagements section houses all your interactive content elements—polls, quizzes, and other user-facing questions.

Column

Description

Title

The engagement question or title

Engagement Type

Poll, Quiz, Slider Poll, etc.

Active Agents

How many agents are currently using this engagement

Status

Approved, Pending, Draft

Created Date

When it was created

Actions

Edit, Duplicate, Delete

1.2. Creating a New Engagement

  1. Click + New Engagement .

  2. Follow the 3-step wizard:

Step 1: Define – Select Engagement Type

  • Poll – Multiple choice question

  • Slider Poll – Interactive slider for ratings

  • Quiz – Test knowledge with correct answers

Step 2: Design – Build Your Engagement

  • Title – The question or headline

  • Description – Additional context (e.g., "Choose the best option")

  • Template – Visual style (e.g., "Poll new")

  • Options – Add answer choices (Option 1, Option 2, Option 3+)

Step 3: Publish – Review and Submit

  • Review your engagement

  • Click Submit to save