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Rule templates

Rule Templates

You can select some premade Rules (with matching Views) to set up instantly - these are curated to fit some of the most common workflows and are proven to automate a big portion of your customer interactions. If you just joined Gorgias, you already h

More templates for common Rules 101

In this section, you can find a collection of commonly used Rules including use cases, functions, and screenshots showing example names, messages, variables, and Actions. Rules, Views, and Macros webinar. Check out our articles for the three main gro

Auto-Close common Rule templates

These Rules will automatically close and tag tickets. Use case: Automatically close tickets that are automated out-of-office replies. Example:. Use case: Automatically close tickets that aren't genuine support inquiries - notifications from Shopify w

Auto-Tag common Rule templates

These Rules will automatically tag tickets. Use case: Automatically tag tickets based on their topic. Example:. Use case: Automatically tag tickets based on their topic. This Rule uses Shopify data to determine if a customer meets your VIP criteria.

Auto-Reply common Rule templates

These Rules will automatically reply to and tag tickets. Use case: Automatically replies to new Email tickets. Example:. Use case: Automatically replies to new emails received outside business hours. Example:. Use case: Automatically respond to order