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Workflow Overview
Workflow Overview
Updated over 2 months ago

Workflow Overview

At Authenticx, a workflow represents an action triggered by something uncovered during a conversation that requires additional attention. In other words, you can think of a workflow as a conversation that is being escalated for additional review.

Workflows can be initiated for various reasons, such as a quality score falling below a set threshold, specific responses to evaluation questions, or the detection of an adverse event. In the Authenticx platform, an evaluation must be completed in order to trigger a workflow in all cases except with our Safety Event model.

If a workflow is triggered, an email notification is sent to the designated user or team for further review. For example, if an adverse event is detected, a workflow can be triggered, and an email sent to your pharmacovigilance team with a link to review the interaction.

To see current workflows, navigate to Workflows.

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Once there, you'll see the workflow queue, including details like the workflow owner, hierarchy, status, priority level, and other relevant information. This view provides a report-like overview of all active escalations.

You can also use the Workflow Overview chart to see the count of High Priority/Normal Workflows, or to see the count of Workflows that are In Progress/Closed/Overdue, by toggling to the Status view.


Workflow types

In the Authenticx platform, there are three types of workflows:

  1. Evaluation Dispute: Triggered when an agent disputes an evaluation score.

  2. Score Escalation: Initiated when a quality score falls below a defined threshold.

  3. APT (Authenticx Performance Tool): Triggered by a specific answer to a question, indicating the need for further action.

ℹ️ Learn more about Workflows:

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