Automation Rules
Set up replies and workflow actions from one Rules screen.
Open Rules when you want Convor to act on a particular kind of message. For instance, a rule can spot "invoice", add your existing billing tag and mark the conversation urgent. It can also send a prepared reply or pass the case to an operator.
The editor supports keywords, regular expressions, language, operator availability and channel-specific conditions. Combine conditions with ALL/ANY groups. You can limit a rule to particular channels or connected accounts and set a weekly schedule, date range or reply cooldown.
Replies can be text, quick-reply buttons or information-collection forms. Use the content language tabs for translated replies. Some conditions, replies and assignments require a suitable plan.
More than one rule can add actions to a conversation, but Convor selects only one prepared reply. Order the rules carefully when their conditions overlap.
The Rules guide shows the full editor and explains the decision order. For factual answers drawn from articles, see Knowledge.
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