Reach

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Grow

Manage

Automate

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Workflow automation

M

I

Get started

Workflow automation

M

I

Get started

Workflow automation

Step-by-step overview of the basics. Watch this quick video to understand how to get started and learn the essential elements of using our platform.

Automate conversation assignments with round robin assignment

Quickly distribute customer conversations among your support team based on their current workload. In this guide you'll learn:

  • Why automated conversation distribution matters

  • How to select the right channel for automation

  • Setting up workload-based agent assignment

  • Configuring agent availability routing and publishing the workflow

Automatically reassign conversations from unavailable agents

Learn how to automatically route conversations back to your general feed when agents become unavailable. The guide shows you how to set up automated reassignment to ensure no customer messages are left unattended.

Use action rules to automate your team's workflow

Learn how to automatically assign tickets to the right agent or team using Action Rules. This guide walks you through setting up automated assignments to ensure high-priority tickets are handled efficiently.

Step-by-step overview of the basics. Watch this quick video to understand how to get started and learn the essential elements of using our platform.

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Logo of Uber, a ridesharing and transportation service company.
Logo of Square, featuring a simple square icon and the word "Square" in a modern font.

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