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Trigger Workaround for Creating Help Center Articles

Overview

When it comes to having an automated email for any of your teams when an article is added in the Help Center, it is not possible to send automation when a new article is created. Reason being, we do not have any trigger criteria for the Help Center articles.

This article guides you on how to create a workaround to trigger when creating Help Center articles.

Process

Create a trigger rule that checks if the tag on the conversation is newkb, this sends an email to the selected team.

  1. Go to Admin Control Panel > Automation > Triggers > New Trigger.New_Trigger.png
  2. Create a trigger with the rules below

    2019-06-26_9-48-56.png
  3. Create a new article (detailed instructions on article creation and management here) and copy the details such as:
    • The name of the author.
    • Creation date.
    • URL of the article.
  4. Create a new conversation from your agent area manually and enter all the details you want.
  5. Add a tag on the conversation called newkb.new_kb_tag.png

Confirmation

The trigger should execute and send an email to all the members of the team mentioned in the Trigger Action.

 

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  1. Priyanka Bhotika

  2. Posted
  3. Updated

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