Custom email templates
September 21 2024 1:37am
Create up to 50 custom email templates to standardize and personalize the design and content of outbound emails for your brands and teams. In Kustomer, you can ...
Understand business rules
September 23 2024 2:16pm
Business rules can help you manage common automations and improve your team's processes by automatically performing actions when conversations are created o...
Business rule triggers
September 23 2024 6:00pm
Business rules consist of a trigger that meets a specific condition, which then performs an action. Understanding these building blocks will help you successful...
Use business rules to update custom attributes
September 24 2024 8:48pm
A custom attribute (sometimes called a custom field) adds more detail and information to a conversation's Insights panel. You can create automations to upda...
Use business rules to assign conversations to teams
September 29 2024 3:37pm
Business rules allow you to create common automations that help your team work more effectively. This tutorial will walk you through an example of a basic busin...
Explore the business rules template gallery
October 2 2024 2:12pm
Kustomer offers a gallery of preconfigured business rule templates to help you quickly set up automations for common workplace actions. Explore our gallery to d...
Best practices for automations
October 7 2024 2:33pm
This article will cover the tools that can process automations within any Kustomer organization, as well as provide use case examples and testing methods.Who ca...
Run a business rule when a conversation attribute changes
October 28 2024 3:33am
With business rules, you can create simple automations for common tasks, such as applying tags to conversations. You can use business rules to trigger an action...
Create a business rule
November 25 2024 10:06pm
Business rules are an easy-to-use method to manage common automations and modify actions automatically when conversations are created or updated. With Business ...
Conditions and actions in business rules
March 9 2025 7:58pm
Business rules contain two sets of data, conditions and actions, that are combined to create if and then statements. Once you set a trigger, you have to define ...
Use business rules to automatically close conversations
March 17 2025 7:31pm
Business rules can automate actions in conversations to increase your team's efficiency. This article will walk you through an example of a basic business r...
Understand filter operators
March 17 2025 7:12pm
In Kustomer, you can use filters on your data to help you narrow down the exact information you want to see or use. With filters, you can determine whether an o...