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  • 1.  Is there an ability to Auto Complete an email Interaction from Architect Flow?

    Posted 13 days ago

    Is there an ability to Auto Complete an email Interaction from Architect Flow based on keywords, From Address etc.


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    Rakesh Shringi
    The Capital Group Companies, Inc.
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  • 2.  RE: Is there an ability to Auto Complete an email Interaction from Architect Flow?

    Posted 12 days ago
    Edited by Joanna Hulme 11 days ago

    In our org we have a process to auto complete emails based on keywords. We have built a Common Module that looks to a Data Table to find the rules determining which emails to close like address, key words, and which queues the rule applies to.

    We "set flow outcome" as "Blocked email" so we can identify and review these disconnected interactions, and then set them to Disconnect the interaction.

    We use the same module to achieve the opposite outcome - identifying emails to assign a higher priority to if they are from a VIP address or contain keywords that indicate their urgency.



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    Joanna Hulme

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