Campaigns connect audiences, responses, spend, and operational results. Learn how to prepare a Campaign, add Expenses once, read Campaign Statistics, keep Salesforce Campaign Influence separate, and reconcile reports to source records.

Jump to a section Overview Before You Begin Why It Matters Part 1: Initial Setup - The RAIN OS Wizard Step 1: Add the RAIN OS Permission Set Step 2: Terms, Conditions & Business Profile Step 3: API Webhook Setup Step 4: Features & Settings Step 5: Credits, Models & BYOK Part 2: Building Your First Agent Agent Types: Assistant, Voice, and Chat Agent Builder Walkthrough The Prompt: Single Mode vs. Structured Mode Knowledge Base Context Manager: Objects, Fields & Data Capture Tool Manager...

Jump to a section Overview Before You Begin Why It Matters How Action Plans Work Accessing Action Plans Building an Action Plan Template (Admin) Configuring Entry, Exit, and Finish Triggers Building the Task Sequence Task Dependencies and Date-Triggered Tasks Testing a Template Viewing and Managing Running Action Plans Receiving and Completing Tasks (All Roles) Action Plans vs. Salesforce Flows Best Practices Overview What Are Action Plans? Action Plans in 8020CRM are automated task sequences...