Start from a specific event
Choose the event that runs a rule and add the conditions that make the action relevant to the conversation.
All features
Workflow automation
Turn your support rules into repeatable actions
Build rules around events, conditions and actions. Use intelligent workflows when a request needs structured information before it reaches the right person.
What your team can do
Define the next action
Available actions include assignment, labels, priority changes, replies and conversation resolution, depending on the selected rule.
Collect a structured request
An intelligent workflow can recognize a defined topic, ask for specified fields, record an internal note and hand off the conversation.
FROM SETUP TO DAILY USE
Explore the rule and intelligent-workflow editors
Name the rule and choose the event that should trigger it.
Add the conditions and the actions your team has agreed on.
Review the rule on sample cases before enabling it.
BEFORE YOU START
A closer look at how it works
Can a rule require several conditions together?
Yes. The rule editor offers matching all conditions or matching any condition, so the team can choose the appropriate scope.
Can I see the interface before choosing a plan?
Enlarge the product screenshots on this page or explore the interactive workspace demo. The demo uses local sample data; plan availability is listed on the pricing page.
Explore the workspace demoChoose the workspace that fits your team
Compare the available plans and decide which capacities your support team needs.