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Automations

Zendesk-style triggers + scheduled automations. Fire on ticket events or on a timer, run a condition check, take an action.

Status Name Trigger Condition Action
On Auto-assign FileVault tickets on_create subject contains 'FileVault' assign_to agent=1, add_tag='security', set_priority='high'
On Escalate aging high-priority tickets scheduled_every_15min priority=high AND status=open AND age > 4 hours notify on-call via email, add_tag='escalated'
On Auto-close stale pending scheduled_daily status=pending AND last_reply_age > 7 days set_status='closed', add_internal_note='auto-closed (no customer response)'
Off Welcome email on first ticket on_create first ticket from requester send_email template='welcome'
Off Round-robin assignment on_create no assignee AND status=open assign_to next_available_agent

Available triggers

  • on_create — fires when a new ticket is created (via portal submit, email, or API)
  • on_reply — fires when a customer replies on an existing ticket
  • on_assign — fires when a ticket is assigned or reassigned
  • on_status_change — fires when status moves between open/pending/closed
  • scheduled_every_15min — Zendesk-style recurring automation that evaluates open tickets on an interval
  • scheduled_daily — runs once per day, used for stale-ticket cleanup + SLA breach reports

Available actions

  • assign_to agent=X
  • assign_to next_available_agent (round-robin among online agents)
  • set_priority / set_status / add_tag / remove_tag
  • send_email template=X (pulls from the Hub's email templates)
  • add_internal_note / public_reply
  • notify on-call (PagerDuty/Slack webhook — to be wired up)
The rule engine evaluates conditions + fires actions via a scheduled worker. The example rules above are illustrative — the GUI rule builder for editing them ships in a follow-up commit.