Skip to main content

Automate a chat

An automation sends your questions to an agent on a schedule, so you don't have to ask them yourself. This page shows you how to set one up from an agent's chat screen.

Before you start​

Open the agent's chat screen. See Chat with an agent.

Create an automation​

  1. Select Automate next to the message box. The Automate this chat panel opens. Target Mode: is set to Agent Chat, and Agent: shows the agent you are chatting with.
  2. In Automation Name:, type a name.
  3. In Frequency:, choose Daily, Weekly or Monthly.
  4. In Time:, set the time to run. The time is in your local time zone, which shows under the field.
  5. For Weekly, tick the days under Days:. For Monthly, pick a date under Date:.
  6. Leave Enabled ticked to start the automation straight away.
  7. Under Questions:, type a question and select Add. Repeat for each question.
  8. Optional: under Communication Emails:, type an email address and select Add. Repeat for each address.
  9. Optional: paste a webhook address for your channel into Google Chat:, Slack: or Teams:.
  10. Select Create automation.

To close the panel without saving, select Cancel.