SEMI-PRO DRIVER COURSE:

• Building and managing Directories, listings, roles, and statuses
• Configuring OnCall schedules, rotations, escalation, and coverage rules
• Master Fields, Views, Info Cards, and permission group setup
• Contact Based Architecture (CBA), static vs dynamic approaches
• Contact dispatch logic, contact methods, and disposition control
• Advanced scripting elements, Select Contact, Dispatch, and escalation flows
• Using Action Tables for automated call routing and backup logic
• Expression Builder, functions, conditions, and calculated logic
• Database integration, lookups, picklists, saves, and stored procedures
• MergeComm automation for email, SMS, phone, web services, and background processing
• SQL basics and connecting Intelligent Series to external databases
• Real world automation examples for messaging, alerts, and workflows
  

PROFESSIONAL DRIVER COURSE:

• Advanced expressions and logic to build smarter, more efficient scripts
• Using named expressions and named formats to create dynamic summaries and emails
• Integrating APIs including weather, phone, email, and address verification
• Working with JSON and JSONPath to parse and use API data effectively
• SQL fundamentals for script lookups, saves, reporting, and automation
• Building and managing custom SQL tables, imports, and stored procedures
• Optimizing scripts with action groups, modular screens, and templating
• Leveraging roles and statuses for office hours, rates, and on call logic
• Automating workflows with MergeComm including email, texting, and alerts
• Auto dispatch, directory dropdowns, and optimized contact routing
• Reporting and analytics using SQL and Crystal Reports
• Best practices for script design, usability, consistency, and training efficiency
• Creating a Database Table of your client’s clients making a predictive script, and searching client keywords using wild card searches