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Automation — The tasks you repeat, set up once.

Automation in Comunik Sphere handles what comes next for you. A process drawn block by block follows up, notifies and creates tasks at the right time. You dry-run it before you switch it on.

Trusted by

  • Tunisair
  • Orange
  • Ford
  • Délice Danone
  • Vistaprint
  • FedEx
  • Peugeot
  • Zara
  • Celio
  • Condor
  • Royal Air Maroc
  • Pathé

What you gain

Fewer clicks, nothing forgotten.

A macro for tickets that look alike, a test before launch, a version to go back to.

Three actions in one click.

A macro changes the status, sends the canned reply and adds the tag. Agents stop repeating the same steps on every ticket.

Dry-run first, launched after.

The path lights up block by block. You see where tracking goes and where it ends before you switch the process on.

Every version is kept.

Saving an active process creates the next version. Items in progress stay on theirs, and an older version can be restored.

Draw a process

A process that follows the item from one app to the next.

A deal, a ticket, a call: the process takes it from step to step. When nothing moves, a timer reminds the right person.

  • Seven block types: start, step, condition, action, wait, call, end
  • A condition with two exits, yes or no
  • A timer on a step: after 5 days, notify the owner
  • Four ways to start: an event, an incoming webhook, a date, or by hand
  • Templates to begin with, such as the sales cycle
  • Import a BPMN 2.0 diagram, a table or a pasted list

Rules inside each app

Simple rules stay where the team works.

Assigning a ticket or filing an email doesn't need a process. Each app keeps its own rules: a trigger, conditions, actions.

  • Tickets: a trigger, conditions, actions, and the run history
  • Macros: a set of actions applied to the ticket at once
  • Recurring tickets, created on a schedule
  • Mail sorted on arrival by sender, subject or attachment
  • A tag, a folder, "read" or "starred" set without thinking about it
  • Signed outgoing webhooks, with delivery history

Track what runs

A stuck item
shows up right away.

Items in progress are sorted by state. When an action fails, the record says which one and why, and an administrator retries it.

  • Tracked items that are late, blocked or frozen
  • The process panel on the item's record
  • A failed action retried, or its delivery replayed
  • Koukou explains a process and says what failed

The inventory

Everything inside, and what's missing.

Grey items don't exist yet, or not everywhere (web or phone). We would rather say so than leave it out.

Not yet, or not everywhere

Processes

  • Visual editor: linked blocks on a canvas, simple and advanced modes
  • Start, step, condition, action, wait, call, end
  • Two-exit condition, conditions to move to the next step
  • Timers on a step: notify, create a task
  • Block reactions: an app action, notify, write to the log
  • When, If, Then, Next assistant
  • Templates, including the sales cycle
  • Draft saved automatically, duplicate as draft
  • A shared screen grouping the rules of every app

Starts

  • Internal event from an app
  • Incoming webhook
  • Scheduled trigger, with recurrence
  • Manual start

Dry run, versions and tracking

  • Dry run, block by block
  • Activation after checking open points, conflicts flagged
  • Next version each time an active process is saved
  • Differences between versions, restore, move items in progress to the latest
  • Tracked items late, blocked or frozen
  • Failed action retried, delivery replayed (administrator)
  • Export to a Sphere file, three-step import
  • BPMN 2.0 import: lanes become roles

Rules inside the apps

  • Tickets: automation rules and run history
  • Tickets: macros, on the phone too
  • Tickets: recurring tickets, snooze until a date
  • Signed outgoing webhooks, delivery history
  • Mail: sorting rules by priority, test a rule
  • Mail: automatic dispatching for shared mailboxes
  • Socials Inbox: rules, routing, response times and business hours
  • Mail: an "or" between two conditions
  • Mail: assign a message with a rule
  • Mail: run history of rules

Koukou and phone

  • Koukou creates a process, always as a draft
  • Koukou lists blocked or late items
  • Koukou explains a process and what failed
  • Create or edit a process from the phone
  • Set ticket rules from the phone

FAQ

What people ask us before their first process.

Your question isn't here? Ask it during the demo.

Your first process, drawn during the demo.

Tell us which task your team repeats every day. We draw it with you in Comunik Sphere.