FuseDesk Help Documentation for all Automation related pages
In FuseDesk, individual cases can have Case Tags which are helpful in 3 ways. First, organizationally, case tags let you organize your cases so at a glance you can see what your cases are about right from a Case Queue. In your Workflows, you can even organize your cases into Workflow stages or columns based Keep Reading...
FuseDesk Case Idle Automations are run when a case has been idle for too long. This allows you to, for example, send an automatic follow up reminder to a customer if you're looking for a reply, or automatically close a case after a certain period without any activity. Case Idle Automations require at least one Keep Reading...
If you'd like to automatically greet visitors on your website with custom live chat messages, you can create a FuseDesk Automation to do just that! Head on over to Automations under Settings and click to Add New. Select "A visitor is on your site" as the When, enter a Name for your Automation and then click Keep Reading...
When you click in to edit an Automation in FuseDesk, you are primarily going to be editing the conditions and actions for the automation. You can also easily rename your automation, clone (copy) your automation, and delete the automation. When all of the conditions of your automation are met, all of the actions of your Keep Reading...
Automations in FuseDesk allow you to automate everything from case assignments to workflows. Simply create an automation and customize it to your needs and let FuseDesk do the heavy lifting for you! To create a new Automation from the Automations page, click the New Automation button, name your automation, and choose your automation type. From there Keep Reading...
When an email comes into your FuseDesk account, if it’s not part of an existing case and it’s not a generic auto-response, you have the option of running the email through Automations that you create to decide how to handle the email. If you’re an Administrator for your account, click on over to Automations under Settings Keep Reading...
In order for FuseDesk to receive your support emails, you need to setup your support email addresses on your mail server to forward on into FuseDesk. Any email that you want to forward into your app needs be sent to [email protected] where YOURAPPNAME is yourFuseDesk app name. To setup your FuseDesk email forwarding, choose the Keep Reading...
