Using automations

Automations are custom buttons that can be created to connect LiveChat with other services (e.g. to create tickets in the CRM). They are available in the button of the currently open conversation on the right side of the Canned responses. To trigger a predefined action, click on the 'Automations' button and select one of the available automations.

You can then select the button to trigger the action.

Note: Automations are configured by the admin in collaboration with the Helvia team.

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