7. How to Automate Buckets
The Automation section allows you to set up automated client assignment to relevant desks.
To begin, enable automation:
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Click the toggle next to Active automation. When active, the toggle will turn blue.
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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 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:
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- 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.
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- 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 (+).
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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.
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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.
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You can edit or delete all created periods by clicking the relevant icons.
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3. For custom automation by source:
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- Select the Out of rules desk from the drop-down list. Clients that do not match within the specified sources will be assigned here.
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- Select the Source and Desk for that source from the drop-down lists. Then click the plus icon (+).
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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.
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You
cancan edit or delete all created sources by clicking the relevant icons.
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4. Click Click Save to apply changes.