> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aifocus.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations

> Create automatic rules to optimize your workflow

# 🤖 Automations

Automate repetitive actions and create intelligent workflows.

***

## 📋 What are Automations?

**Automations** are "IF this THEN do that" rules:

```
IF conversation received after hours
THEN send message "We'll return at 9am" 
AND add label #after-hours
```

***

## ✨ What Can You Automate?

<CardGroup cols={2}>
  <Card title="Assignments" icon="user-plus">
    Distribute conversations automatically
  </Card>

  <Card title="Messages" icon="message">
    Automatic responses
  </Card>

  <Card title="Labels" icon="tag">
    Apply tags
  </Card>

  <Card title="Priorities" icon="flag">
    Change priority
  </Card>

  <Card title="Status" icon="toggle-on">
    Change conversation status
  </Card>

  <Card title="Notifications" icon="bell">
    Notify agents/managers
  </Card>
</CardGroup>

***

## 🆕 Create Automation

1. **"Settings"** → **"Automations"**
2. **"New Automation"**
3. Configure:

### Name

```
"After Hours Support"
```

### Event (Trigger)

When rule is triggered:

* 📥 **Conversation created**
* 💬 **Message created**
* ✅ **Conversation updated**
* 👤 **Contact created/updated**

### Conditions (Filters)

When to apply rule:

```
IF all conditions are true:
├─ Current time: Between 6:00 PM and 9:00 AM
├─ Day of week: Any
└─ Inbox: WhatsApp Support
```

### Actions

What to do:

```
THEN execute:
├─ Send message: "Hello! We're after hours..."
├─ Add label: #after-hours
└─ Assign to: Nobody (stays in queue)
```

4. **Activate** and **Save**

***

## 🎯 Practical Examples

### 1. Auto-response After Hours

**Trigger:** Message created\
**Conditions:**

```
├─ Time: 6:00 PM - 9:00 AM OR
├─ Day: Saturday, Sunday
└─ Conversation status: Open
```

**Actions:**

```
├─ Send: "Hello! We'll return during business hours 
│        (Mon-Fri 9am-6pm). Leave your message!"
├─ Label: #after-hours
└─ Status: Pending
```

***

### 2. Prioritize VIPs

**Trigger:** Conversation created\
**Conditions:**

```
├─ Contact has label: #vip OR
└─ Contact.plan: Enterprise
```

**Actions:**

```
├─ Priority: Urgent
├─ Label: #high-priority
├─ Assign: Top 3 agents (round robin)
└─ Notify: manager@company.com
```

***

### 3. Routing by Keyword

**Trigger:** Message created\
**Conditions:**

```
├─ Message contains: "buy" OR "price" OR "quote"
└─ Status: Unassigned
```

**Actions:**

```
├─ Label: #sales
├─ Assign to: Sales Team
└─ Send: "I'll connect you with our sales team!"
```

***

## 💡 Best Practices

### Design

✅ **One responsibility**: Each automation does one thing\
✅ **Descriptive name**: "VIP - Assign to Senior"\
✅ **Test first**: Activate in 1 inbox first\
✅ **Document**: Explain why it exists

### Performance

✅ **Specific conditions**: Avoid very broad automations\
✅ **Disable unused**: Remove unused rules\
✅ **Monitor**: Check logs regularly

### Maintenance

✅ **Review quarterly**: Rules still make sense?\
✅ **Optimize**: Combine similar rules\
✅ **Update**: Processes change, rules too

***

## 🚀 Next Steps

<CardGroup cols={2}>
  <Card title="Macros" icon="bolt" href="/en/user-guide/macros">
    Manual actions with 1 click
  </Card>

  <Card title="Bots" icon="robot" href="/en/user-guide/bots">
    Complex automated conversations
  </Card>
</CardGroup>