Gorgias
Gorgias
Powered by
about 1 month ago
Replay

Masterclass: Rules

About

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.

Topics

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.

Speaker

Matthew Shinn

Matthew Shinn

Customer Education Specialist