Go to Helpwise

Helpwise Support Center

Advice and answers from the Helpwise Team

How to use regex patterns in Helpwise rules

Learn to set up more precise rules by defining specific patterns.
AD
Abhinash Daulaguphu
Updated 9 months ago
Overview
We are thrilled to introduce our latest feature that empowers users to utilize regex patterns in rules, enabling the creation of more complex and precise filters for conversation filtering. With this enhancement, you can now unleash the full potential of regex patterns to automate and optimize your email workflows in Helpwise.

In this article, we will walk you through the steps to enable and effectively utilize this feature.

How to Configure Helpwise's Regex pattern in rules?

To configure this functionality, follow the steps given below:
Step 1: Go to the Automation menu and select Rules.
Step 2: Create a new rule or select an existing rule to edit.
Learn more about how to create rules.
Step 3: Select the conditions from the Recipients and/or Content category.
Note: Within the rule configuration, specify the field you want to apply the regex pattern to. This can be "from," "to," "cc," "subject," or "body."

Step 4: Select 'Matches Regex pattern' from the options.
Step 5: Enter the regular expression in the input field.

How to use the Regex pattern to automate and optimize your workflows?

Using regex patterns in Helpwise rules allows for advanced filtering based on specific patterns within key fields. Here's how you can leverage this feature effectively:

Use case A: To automate workflows for emails received from specific email IDs, such as those from any @helpwise domain, you can utilize regex patterns. For example, if you want to create rules that apply to emails received from any @helpwise domain, you can enter the corresponding regex pattern.
/^[a-zA-Z0-9._%+-]+@helpwise\.io$/


Use case B: If you want to automate workflows specifically for emails received from certain email IDs that include the "noreply" prompt, like the noreply@helpwise domain, regex patterns can be a powerful tool. You can use the following prompt for the regex pattern.
/^no-reply[a-zA-Z0-9]*@/


Use case C: To automate workflows for emails which contain certain words in the subject line or body, you can utilize regex patterns. For example, if you want to create rules that apply to emails containing the word 'URGENT' in the email body, you can enter the corresponding regex pattern.
/\bURGENT\b/

Note: You can create regex using any generative tool (ChatGPT, Bard) and can test the corresponding regex on regex101.com​​​​​

Activate the feature today and take control of your email management like never before. Let regex patterns revolutionize your rule filters and streamline your communication processes in Helpwise.

If you have any queries about Helpwise's Automation rules or anything around Helpwise, feel free to contact our live chat support or email at help@helpwise.io
Did this answer your question?
😞 😐 😃