How do I create a new automation rule in Help Scout?
If you are a customer service representative or manager, you may want to create an automation rule in Help Scout to streamline your customer service process. Automation rules can help you quickly respond to customer inquiries, assign tickets to the right team members, and ensure that customers get the help they need in a timely manner. Knowing how to create a new automation rule in Help Scout can help you save time and improve customer satisfaction.
Grace Everwood
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7 steps
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11 seconds
Helpscout
1
Go to [https://www.helpscout.com](https://www.helpscout.com)
2
Click the “Create Rule” button.
3
Select the type of rule you want to create from the drop-down menu.
4
Enter a name for the rule in the “Name” field.
5
Select the conditions for the rule from the drop-down menus.
6
Select the action you want to take when the conditions are met from the drop-down menu.
7
Click the “Save Rule” button.