7. How to Automate Buckets

The Automation section allows you to set up automated client assignment to relevant desks.

To begin, enable automation:

- Click the toggle next to Active automation. When active, the toggle will turn blue.

Note: To disable automation, click the toggle again. If disabled, you will need to assign clients to desks manually. Instructions on manual assignment can be found [here].

To automatically assign all new clients to one desk (with no conditions):

1. Select the Default desk from the drop-down list.

2. Click Save to apply changes.

To set up custom automation:

1. Select the criterion for automation: by Time or Source.

Note: You can choose automation based on either time or source, but not both simultaneously.

2. For custom automation by time:

- - Select the Out of rules desk from the drop-down list. Clients that do not match within the specified time periods will be assigned here.

- - Set the Start time and End time to specify the time period. Then select the Desk for that period from the drop-down list and click the plus icon (+).

Note: Time periods may overlap if entered that way (e.g., 8:00–14:00 and 6:00–16:00). In such cases, the first matching period in the list will be selected.

- - You can add an unlimited number of time periods to separate clients. A new line for adding a period will appear once you have added the previous one.
  - You can edit or delete all created periods by clicking the relevant icons.

3. For custom automation by source:

- - Select the Out of rules desk from the drop-down list. Clients that do not match within the specified sources will be assigned here.

- - Select the Source and Desk for that source from the drop-down lists. Then click the plus icon (+).

- - You can add as many sources as you have set up in Configurations. A new line for adding a source will appear once you have added the previous one.
  - You can edit or delete all created sources by clicking the relevant icons.

4. Click Save to apply changes.