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Automation

Take work off your team's plate by mastering Kayako's powerful, versatile automation tools.

  • Understanding automation in Kayako

    Kayako has a suite of tools to help you automate the flow of conversations through your support team. Whether you want to set reply and resolution deadlines, automate conversation updates, schedule em...

  • Modifying default notifications and satisfaction survey emails

    Each new Kayako instance comes with a handful of default automations, which are responsible for sending out automated conversation emails and satisfaction surveys. We ship new instances with these aut...

  • Building end-to-end workflows with automations

    If youve perused our articles about SLA, escalation, notification, or assignment automations, youll know that Kayakos automation features offer a lot of flexibility. With so many options, its useful t...

  • Controlling assignments with automation

    When it comes to streamlining your support processes, conversation assignments are often a good place to find some quick wins. Between reviewing the queue, assessing individual conversations, and sele...

  • Setting automatic notifications and reminders

    Kayako was designed to make communicating with your customers as effortless as possible. Automations play an important role in keeping those lines of communication open. You can use automations to ens...

  • Conditions and actions for building automations, views, SLAs, and reports

    When building automations, views, SLAs, or custom reports you have a huge array of options for defining your criteria, as well as for telling Kayako what to do with any conversations that match. Those...

  • Creating automations with triggers and monitors

    Kayako was designed to help you empower your team and streamline your support processes, and few features do as much to make that happen as the automation engine. If youve taken a look at our introduc...

  • Establishing SLAs and escalations

    Much of your teams success hinges on their ability to get back to your customers quickly. Managing your response and resolution times with an SLA is the best way to ensure that your customers arent ke...