> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/common-questions/automation-template/360o-customer-support-automation-template.md).

# 360º Customer Support - Automation Template

Automation in 360 Customer Service (SAC) is essential to provide efficient, fast, and personalized support.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FE36Ni2pb0G7eqvkR2F9r%2Fundraw_Services_re_hu5n.png?alt=media&amp;token=61cda711-5f8c-4dcb-a172-28d8c1a3fb05" alt=""><figcaption></figcaption></figure>

### Introduction

Using automation templates allows companies to respond quickly to customer requests, maintain consistency in responses, and optimize human resources. In this article, we will explore how to create an effective automation template for SAC 360, covering the essential steps and best practices.

### Steps to Create an Automation Template

#### &#x20;Identifying Needs

Before creating a template, it is crucial to identify the specific needs of your customer service department. Do a detailed analysis of the main customer requests and questions. Classify these interactions by category, such as technical support, product questions, billing issues, etc.

**Click on automations in SAC 360º**

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F0H3nFDeDfkbrv5utEh05%2Fimage.png?alt=media&amp;token=2a79d46b-698d-4534-84dd-8ae81e5d053d" alt=""><figcaption></figcaption></figure>

**When opening the automation screen, there will be a create template button just above it:**

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F6eif4LaFwz5YRaIBVlqS%2Fimage.png?alt=media&amp;token=5c0dba09-a0c1-4839-a464-8e48d14c2a2f" alt=""><figcaption></figcaption></figure>

**When you click it, a name, description, and whether the template is public or not will be requested.**

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2Fok0cDcEzLBIyae4C2Dgd%2Fimage.png?alt=media&amp;token=6ab3fe85-7bd0-4588-ae7f-42e108740c63" alt=""><figcaption></figcaption></figure>

**What changes if the template is public or not?**

If yes, any and all users in your Sprinthub environment can access it; if not, you need to select who can view the template.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FNRVAkkWkxBDLnjq2D87U%2Fimage.png?alt=media&amp;token=d004d541-b7b8-4c67-9aaf-3a151d4ebb92" alt=""><figcaption></figcaption></figure>

### Adding the template to a new automation

Click on "New automation":

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FIot4WuTuBnPnJRTdrKVr%2Fimage.png?alt=media&amp;token=5614e9a7-c6af-486d-a809-5fa37bb06221" alt=""><figcaption></figcaption></figure>

**In the top-right corner, click on "Select Template":**

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FzvvoseUAGBVW1qPl2S4Q%2Fimage.png?alt=media&amp;token=13c790fa-a99e-4d62-b872-361c33f36c8d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FoDPuUTQpLfPSUzmsx8CB%2Fimage.png?alt=media&amp;token=6788d001-3544-4c64-a756-8c364b7ef3a9" alt=""><figcaption></figcaption></figure>

Then your automation will be identical to the previous one. This way, you can make changes and set it to run as if it were a new automation.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F8yZ4QigQEnbzIpJX8Wtq%2Fimage.png?alt=media&amp;token=bb2bdd59-a256-4ba6-a72a-74d8449f868f" alt=""><figcaption></figcaption></figure>


---

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