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Gorgias Masterclass: Rules

About this event

If you are new to Rules and would like to get started, you're in the right place. This session is split into two parts.

Rules 101

  • What is a Rule?
  • Anatomy of a Rule: trigger, conditions and actions
  • Rule templates
  • Creating an auto-tag and auto-close rule from scratch
  • Understanding the settings page

Rules 102

  • Identifying affected tickets
  • Troubleshooting using the ticket menu and audit log
  • Configuring auto responders (automation add-on only)
  • Creating a multi-tiered rule
  • Nested conditions

The session will be recorded and sent to all registrants including those not in attendance. This session is suitable for beginners.

Hosted by

  • Team member
    Matthew Shinn Customer Education Specialist @ Gorgias


#1 Helpdesk for Ecommerce

Gorgias is a leading helpdesk where businesses can manage all their customer communication channels in one platform (email, social media, SMS) and automate up to 20% of commonly asked questions for increased productivity.