Fewer clicks, more resolutions — every single day.
Automate the small tasks that eat hours every week. Auto-tag, auto-assign, and auto-reply as rules fire the moment your conditions match, so your team spends time on customers, not busywork.
- Trigger-based rules
- Auto-tag & assign
- Scheduled follow-ups
- Conditional logic
Task Automation
What you get
Trigger-based rules
Fire actions on tickets, status changes, SLA warnings, and more the instant they happen.
Auto-tag & categorize
Automatically tag and categorize by message content and channel so nothing needs manual sorting.
Scheduled follow-ups
Send reminders, follow-ups, and status updates on a schedule, fully on autopilot.
Conditional logic
Use AND/OR branching to build rules that handle even complex, real-world scenarios.
Hours saved every week
Offload the repetitive clicks that pile up daily so agents focus on real conversations.
No code required
Set up every task automation with a visual builder, no developers or scripts needed.
How it works
- 1
Pick a trigger
Start from an event like a new ticket, status change, or SLA warning.
- 2
Add conditions
Use AND/OR logic to control exactly when the automation should run.
- 3
Automate the task
Tag, assign, reply, or schedule a follow-up automatically, every time.
Frequently asked questions
What tasks can I automate?
Common tasks like tagging, assigning, replying, and scheduling follow-ups, triggered by events such as new tickets or status changes.
Can rules handle complex conditions?
Yes. Conditional logic with AND/OR branching lets you build automations for real-world, multi-condition scenarios.
Do I need a developer?
No. Task automations are built with a visual, no-code rule builder, so anyone on your team can set them up.
Can I schedule follow-ups automatically?
Yes. Reminders, follow-ups, and status updates can run on a schedule without anyone remembering to send them.
Ready to see it in action?
Bring every conversation into one intelligent platform — free during early access.