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Introduction
Automation rules in Richpanel enable businesses to automate repetitive tasks by executing predefined actions based on specific conditions. This guide will walk you through accessing and setting up automation rules to enhance your operational efficiency and ensure consistent task execution.
Prerequisites
Access to a Richpanel account with permissions to manage automation rules.
Basic understanding of the workflows you wish to automate.
How to Set Up and Utilize Automation Rules
Step 1: Access Automation Rules
- Log into your Richpanel dashboard.
- Navigate to the Settings menu, which can be found on the dashboard or within the main navigation bar.
- Within Settings, look for the Automation section and click on it. This area is dedicated to setting up and managing your automation rules.
- Inside the Automation section, you will find the option for Automation Rules. Select this to begin creating or editing your automation rules.
Step 2: Set Up "When" Conditions
- Click on the Create New Rule button or select an existing rule to edit.
- Specify the "When" conditions for the rule. These conditions determine the triggering event for the automation rule, such as "When a new conversation is created".
- Use the interface to select or input the appropriate conditions for your rule.
Step 3: Define "If" Conditions
- After setting the "When" conditions, add "If" conditions to further specify when the rule should be applied. These conditions can refine the criteria, like "If the tag is 'Technical Support'".
- Choose the "If" conditions from the available options in the setup process.
Step 4: Configure Actions
- Decide on the actions that should be taken when the "When" and "If" conditions are met. Actions may include assigning the ticket to a specific team, tagging the ticket, or sending automated responses.
- Select the actions from the provided menu and configure any necessary details, such as the assignment group or message templates.
Conclusion
Automation rules are essential for managing workflows efficiently in Richpanel, allowing for the automation of tasks based on predefined conditions. By setting up "When" and "If" conditions and defining corresponding actions, you can significantly enhance your platform's efficiency.
Additional Resources
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