Automations

FuseDesk Help Documentation for all Automation related pages

What are Case Tags?

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...

Case Idle Automations

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...

Editing Automations in FuseDesk

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

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...