Kayako Classic
Automation
Take work off your team's plate by mastering Kayako's powerful, versatile automation tools.
- Using Triggers for Setting Up Dependent Fields on Forms
- Opening Chat Window with a Hyperlink
- Configuring Survey Based on Number of Tickets and Time Period
- Creating Automations with Triggers and Monitors
- Establishing SLAs and Escalations
- Building Automation Conditions and Actions for Views, SLAs, and Reports
- Modifying Default Notifications and Satisfaction Survey Emails
- Building End-To-End Workflows with Automations
- Controlling Assignments with Automation
- Setting Automatic Notifications and Reminders
- Searching Content in Macros
- Processing Customer Surveys
- Setting up Reminders and Follow-Ups in Conversations
- Closing Completed Conversations Automatically
- Using HTML Tags in Macros for Formatting
- HTML Support for Macros in Android Application
- Adjusting Time Interval for Monitors Execution
- Setting Attachments in Email Notifications
- Responding to Multiple Tickets with Same Response
- Follow-Up Monitor Generates Excessive Number of Notifications
- Trigger Not Assigning New Conversations as Intended
- Trigger Workaround for Creating Help Center Articles
- Understanding Automation in Kayako