Deploy
Procedures
Version 1.0 · Last updated 2026-05-27
The same Procedure may be useful in Acquisition (book a meeting) and Support (book a meeting with the account team), but the trigger conditions, variables, and routing differ. Attaching Procedures per Moment keeps the agent doing the right thing in each context.
Key concepts
Per-Moment selection
Each Moment has its own list of attached Procedures. A Procedure can be attached to several Moments at once.
Conditions
Per Moment, you set when the Procedure triggers. Always available, after a Signal, after an unanswered question, only for a specific Audience.
Routing
Where the Procedure sends results. Could be a CRM record, a Slack channel, or your support team. Routing can differ per Moment.
What you can do here
- Pick the Procedures attached to each Moment
- Set per-Moment trigger conditions
- Set per-Moment routing (which team owns the outcome)
- Reorder Procedures so the most relevant one appears first
- View per-Moment Procedure completion rates in Analyze
When to use it
- After creating Procedures in Train and ready to put them in front of customers
- After a Moment review where you noticed wrong Procedures were firing
- After adding a new Moment that needs its own Procedure set
How it works
A Procedure defined in Train is reusable across Moments. Here you decide where it appears and under what conditions. The full Procedure logic (variables, action, what it actually does) lives in Train.
Frequently asked questions
How do I add a Procedure to a Moment?
Open Deploy > Procedures, pick the Moment, and select from the list of available Procedures. Save.
How do I create a new Procedure?
Procedures are defined in Train > Procedures. Once created, come back here to attach it.
Why is the same Procedure fine in Acquisition but wrong in Retention?
Usually the trigger condition or routing differs by Moment. Open the Moment's Procedure list and adjust conditions. If the Procedure itself is wrong, edit it in Train.
Can a Procedure trigger only for a specific Audience?
Yes. Set the trigger condition to require the Audience. The Procedure only shows up when the customer is in that Audience.
How do I see how often a Procedure is used?
Open Analyze > Conversations and filter for the Procedure. You see when it fired, how often customers ran it, and what happened next.