Automation Templates
Updated Dec 15, 2025
Get started quickly with pre-built automation templates.
Browsing Templates
- Go to Settings > Automation
- Click Browse Templates
- View available templates organized by use case
- Click a template to preview its configuration
- Click Use Template to create a rule based on it
Common Templates
Auto-assign by Channel Automatically route conversations from specific channels to designated agents or teams.
VIP Customer Tagging Tag conversations from VIP customers based on email domain or contact metadata.
SLA Breach Notifications Send email alerts when SLA deadlines are about to be missed.
Urgent Keyword Detection Tag and prioritize conversations containing urgent keywords like "emergency" or "critical".
New Conversation Routing Route new conversations based on subject line keywords or contact information.
Customizing Templates
After using a template:
- The rule form opens with pre-filled values
- Modify the name and description
- Adjust triggers, conditions, or actions as needed
- Save to create your customized rule
Templates are starting points. Customize them to match your specific workflow requirements.