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
Click
+ New Engagement.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
Submitto save