helvia.ai - ChatBricks Documentation
  • ChatBricks Release Notes
    • Helvia.ai Release 5.77.0
    • Helvia.ai Release 5.76.0
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  • Helvia.ai LiveChat Guide
    • About helvia.ai LiveChat
      • Helvia.ai LiveChat features
      • How LiveChat works
      • LiveChat for agents - overview
    • LiveChat interface
      • Conversations, Requests and Settings tabs
      • Conversation details pane
      • Action buttons
      • Canned responses
      • Chat pane
    • Managing live-chat requests
      • Accepting a live-chat request
      • Using canned responses
      • Creating canned responses (Agent)
      • Adding notes to a conversation
      • Transferring a live-chat conversation
      • Using automations
      • Ending a live-chat conversation
      • Exporting a conversation transcript
    • LiveChat settings
      • Activate LiveChat
      • LiveChat Admin Settings
        • Canned responses
        • Automations
        • Bot Settings
      • Agent settings (My Settings)
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  1. Helvia.ai LiveChat Guide
  2. Managing live-chat requests

Using automations

PreviousTransferring a live-chat conversationNextEnding a live-chat conversation

Last updated 1 year ago

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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.