Masterclass: Rules (US/EU)

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.