When Agent On Created
In Task Automation, the filter used is Form. To create a new form, you can use this menu while also viewing the list of available forms. When saving a form, it is essential to ensure that the selected form type is Task Management. This ensures that the form can be recognized and automatically displayed within Task Automation.
In other words, if you create a form with a type other than Task Management, the form will not appear as an option in Task Automation. Therefore, make sure that every form intended to be used in the task automation process is saved with the correct type.
This also includes applying an action for an Agent when the status is set to Created. The Created status indicates that the Agent is in the process of creating a new task. To enable this automation, you must define the Trigger, Filter, and Action, as shown in the image below.
For example, when a ticket is received on the Customer Support page, the Agent can immediately add a task by clicking the Add ( + ) button on the selected ticket, and then filling in the details of the new task as shown in the image below.
Within the Task Case, make sure to use the same form as the one defined in the Automation Module.
After adding a new task, you will see a success notification, as shown in the image below.
To ensure that the process flow is running properly, open the Process Flows page under the Bot Setting menu. Then, locate the process flow you have created and click Log to review its execution, as shown in the image below.
When the process is successfully executed, the display on the customer live chat page will appear as shown in the image below.
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