WebPingThis guide explains Automations with simple text and arrows, so you can follow it without screenshots.
Quick flow
Flow 1Trigger -> Conditions -> Action -> Test -> Human handoff when needed
Steps
1
Step 1
Create an automation rule/workflow.
2
Step 2
Set trigger (message, keyword, tag, status, time).
3
Step 3
Add conditions for the right contacts/cases.
4
Step 4
Add actions (reply, assign, tag, notify, follow-up).
5
Step 5
Test it and keep human handoff available.
Tip
Start with simple rules: welcome, routing, and missed-message follow-up.
What this helps with
Automate routine replies, routing, and follow-ups with clear handoff. Use this page when your team needs a clear, repeatable way to work in WebPing.