Automation is a set of Triggers and Actions. It facilitates the integration of numerous processes, allowing for various functionalities. For example, automations can execute actions immediately after a voice recording is finished, generate a ticket for each incoming or outgoing call, initiate push notifications, and more.
In babelforce universe, you can use global and local automations.
You can find the global automations here:
Global Automations are called "global" because they apply to all processes that meet the parameters defined in the Automation.
That sounds rather theoretical, but you already know what Automations are: in the last chapter we introduced you to one of our local Automation (with the Action "Queue Leave" on a local call flow module).
The difference between local and global Automation is easily explained: while global Automation applies to a general Event, like "Call finished", the local one will only fire if a process (for instance a call) is running through a call flow module with that Automation locally installed.
In this chapter, we concentrate on the functionality of global Automations. Once you understand them it will be easy for you to set up local Automations as well.
Automations always follow the same setup:
- Label: you enter any name for your Automation
- Priority: the Automation with the highest priority of the same Automation type is firing first.
- Select an Event (we'll explain them in detail in section 1.1.)
- Choose an Action you want to happen (see section 1.2)
- Select a Trigger (we'll learn details in section 2)
- Fill out more details (these depend on the Action you select and will only appear after an Action was selected)
Now that you know how Automations are set up it's time to give you an idea of what Automations and Actions actually are and do. In the next section, 1.1, we will introduce you to the different Automation types. Have fun!