Getting Started

Learn how to create, manage, and monitor automations in WiseParts.

Accessing Automations

Navigate to Settings > Automations to view and manage your automation rules.

The automations list shows:

• Name — The automation's identifier
• Event — What triggers the automation
• Status — Active or inactive
• Actions — Quick access to edit, copy, or delete

Creating an Automation

1. Click the + button
2. Enter a Name and optional Description
3. Select the Event (trigger)
4. Add Conditions to filter when it runs
5. Add Actions to define what happens
6. Toggle Active to enable
7. Click Save

Events

Events determine when your automation runs. Each automation has one trigger event — such as a quote being created, a call ending, or a tag being added to a conversation.

Conditions

Conditions determine whether your automation runs. Use them to filter specific scenarios, like only triggering for quotes over a certain value or calls that were missed. Without conditions, the automation runs every time the event occurs.

Actions

Actions determine what happens when conditions are met. You can add multiple actions to a single automation, each with an optional delay. Common actions include sending notifications, creating tasks, and attempting quote recovery.

Enabling and Disabling

Toggle the Active switch to control whether an automation runs:

• Active — The automation will execute when triggered
• Inactive — The automation is paused and will not run

Disabling an automation does not delete it. You can re-enable it at any time.

Copying Automations

Duplicate existing automations to create variations.

1. Find the automation in the list
2. Click the copy icon
3. The copy opens with "(copy)" appended to the name
4. Modify as needed and save

This is useful when you want to:

• Create similar automations for different conditions
• Test variations without affecting the original
• Build on existing logic

Viewing Logs

Monitor automation execution to troubleshoot and verify rules are working correctly.

Accessing Logs

From the Automations list, click Logs to view execution history.

Log Details

Each log entry shows:

Log Statuses

Logs show the last few days of activity by default. Adjust the date range to see older entries.

Next Steps