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  • Automation Rules

Automation Rules

< 1 min read

Intelligent Automation Rules #

Create sophisticated automation rules that respond to customer behavior, system events, and business conditions. Streamline operations and provide personalized experiences at scale.

Rule Types #

  • Trigger Rules: Activate based on specific events or conditions
  • Scheduled Rules: Execute at predetermined times or intervals
  • Conditional Rules: Apply complex logic and decision trees
  • Sequential Rules: Chain multiple actions in sequence

Common Use Cases #

  • Welcome new customers with onboarding sequences
  • Send abandoned cart reminders for e-commerce
  • Escalate support tickets based on priority
  • Update customer records across systems
  • Generate reports and notifications

Rule Builder #

Create rules using our visual interface:

  1. Define triggers and conditions
  2. Set up actions and responses
  3. Configure timing and frequency
  4. Add error handling and fallbacks
  5. Test and validate rule logic

Advanced Features #

  • Variables: Store and manipulate data within rules
  • Functions: Perform calculations and transformations
  • API Calls: Integrate with external services
  • Webhooks: Receive real-time data from other systems

Monitoring and Optimization #

Track rule performance, identify bottlenecks, and optimize automation logic for better results and efficiency.

Updated on June 16, 2025

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Table of Contents
  • Intelligent Automation Rules
  • Rule Types
  • Common Use Cases
  • Rule Builder
  • Advanced Features
  • Monitoring and Optimization