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  1. EvaluAgent
  2. 1-to-1s & Actions

1-to-1s & Actions

Get help on how to trigger, schedule, facilitate and acknowledge 1-to-1 meetings and actions.

Getting Started with 1-to-1s & Actions

  • How do I access 1-to-1s & actions?
  • QUICK START: 1-to-1 Template Builder

1-to-1 Meetings

  • How do I trigger a 1-to-1 meeting?
  • How do I view, edit, start or delete a scheduled 1-to-1 meeting?
  • How do I manage a 1-to-1 meeting?
  • How do I acknowledge a 1-to-1 meeting?
  • How do I access 1-to-1 meeting records?
  • What information do I need to set up a 1-to-1 meeting?

Actions

  • How do I create an action?
  • How do I view & update actions?

1-to-1 Meeting Templates

  • How do I edit / activate / publish / deactivate a 1-to-1 template?
  • How do I create a 1-to-1 meeting template?
  • How do I access 1-to-1 template builder?
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