Rules allow you to automatically perform actions based on conditions you specify.

Here are a few examples how Rules can be used: 

  • To automatically clock an agent out that forgets to clock out
  • To send a notification to a customer support manager alerting them that a ticket is taking an agent longer than expected
  • To automatically shift an agent to UNTRACKED TIME if they are inactive/stuck on a task for a long time
  • To keep your data accurate & clean by automatically deleting timesheets if an agent is clocked in for a long time. 


How to access rules:

Rules can be access via Admin > Rules


How to add rules:

Add new rules as shown in the screenshot below:

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