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Setting Up Triggers

This video shows users how to create triggers for inbox messages, insights listening streams and social content to automate actions such as assigning and alerting users.

Things to consider ✅

  • To set up triggers, users will need the 'Administer Company' permission enabled in the user settings area. 
  • Triggers can be set up for individual messages and threads of conversations. 

Prefer step-by-step instructions? Take a look at our help guide here.