Automation
Build automations that trigger on real events, like a new message or a ticket update, and take action automatically: routing, replying, assigning, and more.
4 articles
Automation Actions Explained
Everything an automation can do once it triggers: ask questions, route conversations, use AI, or take direct action like assigning and resolving.
1 minAutomation Triggers Explained
The full list of events that can start an automation, from a customer's first message to a scheduled time of day.
1 minBuilding Your First Automation
A quick walkthrough of the automation builder: pick a trigger, add steps, and turn on an automation that runs on its own.
2 minRouting Conversations Automatically
Use automation to get conversations to the right inbox or teammate without anyone manually triaging every message.
1 min