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Updates to workflow rules (#211)
* Documentation edits made through Mintlify web editor * Documentation edits made through Mintlify web editor * Documentation edits made through Mintlify web editor --------- Co-authored-by: mintlify[bot] <109931778+mintlify[bot]@users.noreply.github.com>
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workflow-rules.mdx

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---
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title: 'Workflow Rules'
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title: "Workflow Rules"
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<Frame>![Workflow Rules](/public/images/workflow-rules.png)</Frame>
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<Frame>
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![Workflow Rules](/public/images/workflow-rules.png)
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</Frame>
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<br/>
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<Info>
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Workflow Rules are available on the [Grow pricing plan](https://www.plain.com/pricing) and above.
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<br />
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If you are interested in trying this feature, please reach out to us at [email protected] or via our shared Slack channel.
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<Info>
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Workflow Rules are available on the [Grow pricing plan](https://www.plain.com/pricing) and above.
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If you are interested in trying this feature, please reach out to us at [[email protected]](mailto:[email protected]) or via our shared Slack channel.
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</Info>
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You can use workflow rules to help you automate your team's processes.
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You can use workflow rules to help you automate your team's processes. You can either choose from pre-defined conditions, or use our "Matches AI prompt" field to trigger actions.
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Some common use-cases include:
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- Assign someone to handle all support requests from a given company or tier (e.g. Enterprise)
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- Automatically ignore spam messages
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- Set a threads' priority if it includes certain key phrases
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- Route demo requests or trial extension threads to your sales team
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- Assign threads based on the used support email (e.g. Give all security@ emails to Jane)
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To manage your workflow rules go to **Settings****Workflow Rules**.
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When building a new rule, you can choose among a set of **conditions** which result in one or more **actions**.
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When building a new rule, you can choose among a set of **conditions** which result in one or more **actions**. You can also use the "AI match prompt" to write exactly what your trigger should be.
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There are a few conditions you can choose from, based on the thread's attributes:
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There are a couple of conditions you can choose from, based on the thread's attributes:
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- a given label is applied
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- is from a given company
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- belongs to tenant
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- is from a given slack channel
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- is from a specific support channel (Slack, MS Teams, chat, API)
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- has a specific tier (ie Enterprise)
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- is for a specific support address (ie [email protected])
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- is for a specific support address (ie [[email protected]](mailto:[email protected]))
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- contains a certain keyword (ie vulnerability)
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When the chosen condition matches a thread, you can perform any of the following actions:
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- assign someone to the thread
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- set thread status
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- set tier
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- set the thread priority
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- apply a given label
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- add a customer to a customer group
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- add a note to a thread
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- add a customer to a customer group
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- add a note to a thread

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