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20 days ago

Masterclass: Rules


Learn how to build and manage Rules in a live, instructor-lead training session. Follow along as our host demonstrates how and when to use Rules, troubleshooting common errors, and sets up a Rule from scratch. Ask questions live during Q&A with your instructor. If you are new to Rules and would like to get started, you're in the right place.


In this session will cover topics including:

  • What is a Rule?
  • Anatomy of a Rule: trigger, conditions and actions
  • Rule templates
  • Creating a Rules from scratch (auto-tag/auto-close)
  • Understanding the settings page
  • Identifying affected tickets
  • Troubleshooting using the ticket menu and audit log
  • Configuring auto responders (Automate only)
  • Creating a multi-tiered rule
  • Nested conditions
  • Live Q & A

The session will be recorded and sent to all registrants including those not in attendance. This session is suitable for beginners.


Amy Elenius

Amy Elenius

Manager of Customer Education at Gorgias