Learn how Elaine automates single-channel and multi-channel customer communication using campaigns, triggers, decisions, and actions.
Key concepts
- Entry logic places eligible contacts or records into an automation.
- States perform communication, data, wait, decision, event, or integration work. Communication states can represent different enabled channels within the same automation.
- Connections define allowed transitions and branches through the process.
- Goals and conversions connect campaign behavior to measurable outcomes.
How it works
- Define entry, exit, objective, owner, and expected volume.
- Model the minimum states and decisions required for the outcome.
- Attach approved messages, events, audiences, channel actions, and external dependencies.
- Validate every path, timeout, duplicate, and failure condition.
- Start in a controlled mode and monitor before scaling.
Governance and considerations
- A running contact occupies a defined state; changes can affect in-flight processing.
- Design re-entry, concurrency, and duplicate handling explicitly.
- Keep long waits and event waits observable and removable.
Note
Exact UI labels, availability, and behavior can depend on the Elaine.io release, licensed capabilities, permissions, and project configuration.