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Knowledge & data

Put the routine work on autopilot

Business rules and time-based automations that act on tickets, contacts, and conversations, so your team spends its time on the work that needs a human.

No-code workflows

Describe it. Ship it.

When a refund is requested, verify the order, then route to billing.

Trigger, condition, and action rules across the platform
Time-based automations for escalations and follow-ups
Runs on one data model, with full audit trails
Automations · features

What Automations does

Rules that span the platform

Build trigger-condition-action rules that react to tickets, contacts, and conversations, then set fields, route, tag, notify, or escalate, all without code.

Time-based automations

Schedule follow-ups, escalate aging tickets, and act on SLA thresholds automatically, so nothing slips because everyone was busy.

One model, no silos

Automations read and write the same data as tickets, CRM, and AI, so a rule can act on the full customer context, not a thin slice of it.

Safe by design

Loop prevention and clear execution boundaries keep automations from cascading into each other, so rules stay predictable as you add more.

Auditable runs

Every automation run is logged, so you can see exactly what fired, why, and what it changed, which makes debugging and review straightforward.

Works with workflows and AI

Lightweight rules handle the everyday cases; hand off to no-code workflows or the AI agent when a task needs more steps or judgment.

How it works

From setup to value with Automations

01

Define the trigger

Choose what kicks off the automation, such as a new ticket, a field change, or a time-based condition.

02

Set conditions

Add no-code conditions on ticket, contact, or conversation data so the rule only runs when it should.

03

Choose actions

Set fields, route, tag, notify, or escalate, chaining the steps the situation calls for.

04

Monitor and refine

Review the audit trail of every run, then adjust conditions and actions as your process evolves.

Put Automations to work.

Join the design-partner program and run honest, auditable AI support.

Supervised alpha · No credit card · You’ll never be billed for a handoff.