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Guide to Helpwise rules

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Vibhor Agrawal
Updated 2 years ago

The Rules feature in Helpwise allows you to run automations. You can set rules to automate your tasks by building your own filters to save time.

  • Click on “Automation” in the navbar and then click on the “Rules” option.
  • If this is the first time you are making a rule, you will see the “Create your first rule” option.
  • If you've already created rules for your account, you will see a screen similar to the one shown below.
    To create a new rule, click on “Create your first rule”.
  • Now enter the title of the rule and then set the following details in the "When(triggers)" section.
    • Select the triggers for your rules i.e inbound, outbound, outbound/inbound, conversation is moved .
    • Select the inboxes in which you want this rule to apply.
  • Now select conditions(filters) that are needed to be fulfilled to run a rule.
    • In “OR” conditions at least one should match in order to apply actions.
    • In “AND” conditions all should match in order to apply actions.
  • Rules will execute for every conversation in case conditions are left empty.
  • Now you can add actions that will get applied to a conversation that meets the above conditions.
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