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How to Configure Automation for Customer Team Selection?
How to Configure Automation for Customer Team Selection?

To streamline the process of assigning customer inquiries to specific teams based on message keywords, you can utilize a combination of workflow creation and automation rules. This approach ensures that customers can easily select a particular team when initiating a conversation, leading to automatic assignment of their tickets. This, in turn, optimizes your team's workflow, enabling them to efficiently address various customer concerns.

For detailed instructions on setting up this automation feature, please refer to the following steps:

Step 1: Choose a workflow template and click a delete icon to remove block & children.


Step 2: Click "+" and "Message content"


Step 3: Click the block and edit the text in the setting window at the right side of the page, and click "Save" when you are done.


Step 4: You can edit the workflow name and then make sure you click "Create Flow" to save the settings.


Step 5: Add rules to achieve when incoming messages is "Team *", then assign to team "Team *". Please make sure to click "Save change".



With all the settings done, it will work automatically to assign tickets to a specific team as long as your customers choose one. Please contact us if you have any questions, thank you!

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