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InterAction+™ AI Answer Center

Navigating InterAction+ Home for Essential Users

  • Updated

Capturing critical client information is the first step in securing at-risk relationships.

InterAction+™ Home is a single-view dashboard designed to help you make sure no important connections slip through the cracks.

IMPORTANT Additional InterAction+ Home features are available to Professional and Strategic tier users. Refer to Navigating InterAction+™ Home to learn more.

The InterAction+ Home screen can be divided into several areas:

  1. Navigation Bar: To access most of InterAction+, you will navigate to the functionality through the Tabs on the Navigation Bar. 
    • Lists: Includes Contact lists organized into categories that InterAction+ users have specified. Marketing Lists also display here.
    • Tasks: Used to track the firm's Tasks and Tasks assigned to the user or others at the firm.
    • Alerts: Notifications sent in response to events about specific Contacts.
    • Settings: Used by end users to set personal preferences and System Administrators to configure InterAction+ for the entire firm.
      • Lists: Includes Contact lists organized into categories that InterAction+ users have specified. Marketing Lists also display here.
      • Tasks: Used to track the firm's Tasks and Tasks assigned to the user or others at the firm.
      • Alerts: Notifications sent in response to events about specific Contacts.
      • Settings: Used by end users to set personal preferences and System Administrators to configure InterAction+ for the entire firm.
  2. Global Search Bar: Use to find Contacts within CIM.
  3. Toolbar: Provides quick access to adding features, Alerts, and the CIM Answer Center from any page in CIM. 
    • The red Global Add button for Client Insights Module. It is a red rectangle with "+ Add" written in white. Global Add button allows you to add a number of items (e.g., contacts, tasks, activities, etc.)
    • Alerts allow you to see how Contacts important to you are engaging with the firm
    • Help directs you here, to the Client Insights Answer Center
    • You can view your Contact page, update your WAM sign-in information, submit an idea to the InterAction Ideas Portal or sign out from here.
      • Global Add button allows you to add a number of items (e.g., contacts, tasks, activities, etc.)
      • Alerts allow you to see how Contacts important to you are engaging with the firm
      • Help directs you here, to the Client Insights Answer Center
      • You can view your Contact page, update your WAM sign-in information, submit an idea to the InterAction Ideas Portal or sign out from here.

  4. Contacts I Know:: Shows the percentage (%) of the Contacts with weak connections based on settings established by the Firm Administrator. Click this tile to open the Contacts I Know tab in the Contacts page.

  5. My Tasks: Visual reminder of the number of overdue Tasks assigned to the you. Click this tile to open Overdue Tasks.

  6. People I've Lost Touch With: Contacts you know that you have not had Activity with in the past 90 days.

  7. Upcoming Activities: List of upcoming Activities on your calendar. Up to 4 activities are displayed.