Chatlake automations will help you streamline your teams workflows, they will allow you to automate processes, repetitive tasks and save your time. You can do many things with automations, including assigning labels, teams and assigning conversation to the best agent. So the team focuses on what they do best and spends more little time on manual tasks.
A Chatlake automation is made up of three things, an Event, Conditions and Actions. The Event is the trigger that will execute the respective automation rule. The Conditions are a list of criteria that will be checked before the action is executed. The Actions are a list of tasks that will be executed when the conditions are met.
Automation Events are triggers on when you want your automation executed. Chatlake currently supports three kinds of events.
- Conversation created - this will trigger when a new conversation is created in your system. This will include conversations created by all channels.
- Conversation updated - this will trigger when a conversation is updated.
- Message created - this will be triggered when any new message inside a conversation is created.
Conditions are a criteria that will be checked before the action is executed. The conditions are evaluated in the order they are defined.
Actions are tasks/processes that are executed whenever respective conditions are met.
Chatlake currently supports the following actions:
- Assign conversation to a team.
- Assign label to a conversation.
- Send email to a team.
In order to create automation, you need to go to the Automations page, navigate there by clicking on the Settings icon on the Chatlake sidebar and select
Click on the
+ Add Automation Rule button open the Automation creation modal.
- Give your automation a name.
- Add a description (optional).
- Select an event.
- Add conditions.
- Add actions.
You can chain multiple conditions with the
OR operator, like the below example.
Example - Assigning a conversation to a team when the Browser language is france and Status is Open, when a new conversation is created.
- Add a name and a description
- Select event as
- Add two conditions and join them with the
ANDopeator, Condition 1 -
Openand Condition 2 -
Francais (fr)from the dropdown.
- Add an action -
Assign a teamand select the team
France salesfrom the dropdown. (You need to create your team first)
To edit an automation, click on the
Edit icon from the automations list you want to edit.
To make a copy of an exisitng automation, just click on the clone icon from the automations list you want to copy. This will create an exact replica of the automation with the same conditions and actions.
To delete an automation, click on the delete button from the list, note that this is permanent and cannot be undone.