How to Use Business Rules
Business Rules allow you to automate and organize text-based messages with ease. Whether you want to send emails after hours or assign SMSs to a specific department, Business Rules get these processes up and running in a matter of minutes.
In this article:
- What is a Business Rule?
- Creating a Business Rule
- Choosing the Type of Business Rules
- Choosing Actions
- Activating the Rule
What is a Business Rule?
Today’s customers expect timely responses, even when you’re not around. Set up a Business Rule to respond to your customers 24/7. Business Rules can also be used to trigger chatbots when a visitor lands on a certain page of your website.
Step 1: Creating a Business Rule
To get started, go to Settings > Workflows > Business Rules and select 'New Rule'.
Step 2: Choosing the Type of Business Rule
A pop-up menu will appear. Choose whether you want to set up an SMS, Email, or Chat Business Rule.
To set an email Business Rule, select the Email option from the Channel drop-down.
Give your Email rule a name and add a description. From the Entry Point drop-down, select the inbox, or a variety of inboxes, that you want your messages to be sent from. For more on setting up email inboxes, view Setting Up Email.
Give your SMS rule a name and add a description. From the Entry Point drop-down, select the VoIP number you want your messages sent from. For more on setting up a VoIP, view How to Set Up VoIP for Calls & SMS.
Hit the ‘Create’ button. You’ll then be redirected to the workflow page.
Step 3: Choosing Actions
The Add an action menu will appear and display the following options:
- Archive Email
- Add a Condition
- Operating Hours
- Assign Tags
- Send a Reply
- Assign an Agent
- Assign a Department
- Action Group
- Assign Bot (SMS only)
Use Archive SMS or Email to review conversations at a later time.
Noticing a common issue? Organize it with Assign Tags so your support team has easy access.
Use Assign an Agent or Assign a Department to direct a customer to a helpful expert or sales agent.
Check if a message was sent within Operating Hours and direct it appropriately.
Need to check for a particular word or specific sender information? Use Add a Condition to match information and provide curated responses to urgent issues.
Note: Certain words will provide default messages, including CANCEL, END, HELP, INFO, QUIT, START, STOP, STOPALL, UNSTOP, UNSUBSCRIBE, and YES. Learn more about reserved words →
For some automated tasks, you’ll want to Send a Reply or use the SMS-only action, Assign Bot, to provide helpful information.
Use Action Group to create a sequence of Actions (up to 5). Actions happen one after the other, so set the beginning action to be your left-most action.
In the example below, the Condition Action checks an incoming email for the term “Urgent Issue.” If it finds the term, an email is sent to the customer. If not, the customer’s email is directed to the Customer Success Department
Step 4: Activate the Business Rule
Once you’ve selected your Action(s), click ‘Add Action’ from the action menu. When your Business Rules sequence is set up, click ‘Save Flow’.
Change the Status Slider from red to green (alternately, from left to right). This setting changes the Business Rule from inactive (red) to active (green).
You can also control the Status Slider in the Business Rules main menu.
You’ve now set up a Business Rule to help save your customers (and yourself) some time!