Automations answer three questions: when something happens, what it does, and where. The phone shows the same list as the website.
- Open Menu › Automations. Use the switch on a card to turn an automation on or off.
- Tap a card to see its sentence, What they see and Last runs. Edit changes it; Delete automation removes it after you confirm.
- To create one, tap New (or ＋ › New automation) and follow the five steps:
- When? — choose A new client writes, We're closed, A message contains…, Nobody replied or Someone comments on a post.
- The details for that choice: a word, a waiting time, which posts, and so on.
- What does it do? — tap Add a step, for example Send a reply, Add a tag, Hand to the team or Send a DM.
- Where? — choose all channels or Only some.
- Review — give it a Name and tap Turn on.
Good to know
- An automation drawn in the visual editor, or made in the older editor, can only be switched on or off on the phone. Change it with Open it on the web.
- Opening hours come from each channel’s settings on the website.
- Some steps need a higher package; they show the package name.
- Agents may only view automations, or also edit them, depending on their permissions.