> For the complete documentation index, see [llms.txt](https://help.novatalks.com.ua/en/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.novatalks.com.ua/en/get-started/settings/automation.md).

# Automation

## Automation rules list

**An Automation Rule** is a set of actions automatically executed when specified events occur and conditions are met. Automation rules allow you to automate existing processes that previously required manual effort.&#x20;

The Automation Rules page shows settings and lets you activate or deactivate them.

<figure><img src="https://2498134934-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5yF7NRiGknx3Bqj4OgYA%2Fuploads%2FFf95R2l2CVtO4OV6fltP%2Fimage.png?alt=media&amp;token=f62ea4e3-5c24-4221-bbf0-3a75d18e2703" alt=""><figcaption></figcaption></figure>

To create a new automation rule/edit an existing one, select **Add Automation Rule/Edit Automation Rule.**

***

## Create/Edit an Automation Rule

<figure><img src="https://2498134934-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5yF7NRiGknx3Bqj4OgYA%2Fuploads%2FH2rxIQpMd6tVdcsz5eKH%2Fimage.png?alt=media&amp;token=35f77744-0672-46ef-8150-3ae66bbe9f9c" alt=""><figcaption></figcaption></figure>

1. **Rule name**
2. **Description**
3. **Events** - a list of events that should trigger an automation rule. The following Events are available:

* Conversation created
* Dashboard On Loaded
* Conversation On Focus
* Conversation Out Of Focus
* Conversation status changed
* Conversation Sub Status Changed
* Conversation assignee changed
* Conversation team changed
* Conversation Custom Attribute Changed
* Conversation Label Changed
* Dialog Label Change
* Dialog Wrap-Up Code Change&#x20;
* Dialog Note Created
* Incoming message created
* Contact created
* Outgoing Message Created
* Message Status Changed
* Contact Detail Changed
* Contact Custom Attribute Changed
* Contact Label Changed
* Agent Status Changed

4. **Conditions** - a set of conditions that an event object must meet, otherwise a rule will not be triggered. The following conditions are available:

* Inbox Name&#x20;
* Phone number&#x20;
* Email&#x20;
* Email Subject&#x20;
* Status&#x20;
* Assignee Name
* Team Name&#x20;
* Label
* Wrap-Up Code
* Note Content
* Agent name
* Message content&#x20;

{% hint style="info" %}
Available conditions depend on the chosen event.
{% endhint %}

5. **Actions** - a set of actions to be performed. The following actions are available:

* Add a label
* Resolve conversation&#x20;
* Send a message&#x20;
* Send Attachment&#x20;
* Send Webhook Event&#x20;
* Send Browser Event

{% hint style="info" %}
Available actions depend on the chosen event.&#x20;
{% endhint %}

When configuring the action, you can select the **Dashboard App** to which the event will be sent, as well as pass additional custom parameters as part of the **event payload** by specifying their values in the corresponding **Key/Value** fields.

<figure><img src="https://2498134934-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5yF7NRiGknx3Bqj4OgYA%2Fuploads%2FJtTnb8MolzEgYzErz9kE%2Fimage.png?alt=media&amp;token=173e4ce6-2fd6-4a67-8728-8e7c04f3fa50" alt=""><figcaption></figcaption></figure>
