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Rule templates

5 articles

Create a rule from a template

Main topic and feature names: Gorgias Rules feature, Rule Templates, Custom Rules, Rule Library, Auto-tag rules ("Identify social questions and leads", "Identify intents and sentiments"). Questions or problems this article answers: How to automate actions on tickets based on specific conditions; how to create, enable, customize, update, disable, or delete rules; how to use rule templates; how to leverage default rules; how to save agent time and ensure consistent ticket data. Key concepts and keywords: Automation, conditions, actions, tickets, helpdesk, workflows, tags, priority, views, settings, ticket management, Admins, Leads, Helpdesk plans.

More templates for common Rules 101

Main Topic/Features: Gorgias Rules, Rule templates, Auto-Close, Auto-Tag, Auto-Reply. Answers: How to use common Gorgias Rules; examples and functions of ticket automation (closing, tagging, replying); where to find predefined Rule templates for Gorgias. Keywords: Automation, rules, templates, auto-close, auto-tag, auto-reply, tickets, use cases, functions, actions, variables, customization.

Auto-Close common Rule templates

Main Topic/Feature Names: Gorgias Rules for automatic ticket closure and tagging Specific rules: Automatic OOO replies, Non-support tickets, Social media (Instagram Story Mention, Social comments, Instagram Giveaway), No-reply/Thanks Questions/Problems Answered: How to automatically close irrelevant tickets (out-of-office replies, system notifications, social media mentions/comments/giveaways, non-support messages). How to reduce inbox noise and focus on genuine customer support inquiries. How to automate ticket tagging for better organization. Key Concepts & Keywords: Gorgias Rules, ticket automation, auto-close, auto-tag, out-of-office (OOO) replies, non-support tickets, social media, Instagram, Shopify, PayPal, notifications, ticket filtering.

Auto-Tag common Rule templates

Main topic & feature names: Gorgias Rules for automatic ticket tagging. Features: Primary Categories, VIP customers, Social sentiments, Returns/Exchanges, Discount/Promo, Business hours, Internal note mentions, Feedback, Social Media (questions, sentiment, leads), Shopify (shipping scenarios, potential customers), Recharge (subscription changes), Automate (Order Management). Questions/problems answered: How to automatically classify support tickets? How to categorize tickets by topic, customer type (VIP), sentiment, request type (returns, discounts, feedback), channel (social media), time (business hours), and e-commerce platform data (Shopify orders, Recharge subscriptions, Automate actions)? Key concepts & keywords: Gorgias, Rules, automation, ticket tagging, workflow, customer service, support, Shopify, Recharge, Automate, VIP customers, sentiment analysis, social media, returns, exchanges, discounts, business hours, internal notes, feedback, orders, subscriptions.

Auto-Reply common Rule templates

Main Topic: Rules, Auto-replies, Automation Feature Names: Autoresponder, Business Hours, Holiday Hours, Shopify Order Status, Preorder, Returns - Return portal, Returns - Cancellations Questions/Problems Answered: How to set up automatic replies for new email tickets. How to manage replies during and outside business hours or holidays. How to automate Shopify order status updates and tracking. How to handle return and cancellation requests automatically. Key Concepts & Keywords: Gorgias Rules, automatic replies, autoresponder, business hours, holiday hours, Shopify integration, order status, tracking, preorders, returns, cancellations, macros, ticket tagging, automation.