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Automations

Triggers & conditions

Reference for all available automation triggers and condition operators.

Triggers & conditions reference

Triggers

Trigger Fires when…
Conversation created A new conversation is opened
Message received A customer sends a message
Conversation assigned A conversation is assigned to an agent
Priority changed Conversation priority is updated
Tag added A tag is added to a conversation
Conversation resolved Status changes to Resolved
CSAT response received A customer submits a CSAT rating
No reply for X hours No agent reply within a set time

Condition operators

Operator Applies to
is / is not Exact match
contains / does not contain Text fields
is greater than / is less than Numeric fields
is set / is not set Optional fields

Condition fields

  • Channel - widget, email, API
  • Conversation priority - Urgent, High, Medium, Low
  • Assigned agent - specific agent or unassigned
  • Tag - any tag on the conversation
  • Contact email - customer's email address
  • Message content - text of the incoming message
  • CSAT score - 1–5 star rating

Combining conditions

Multiple conditions on the same automation are evaluated with AND logic by default - all conditions must be true for the automation to run.