To start a support session in the SAC for the same owner, you need to create two automations. Follow the step-by-step:
First automation;
Create an automation in the SAC, with the condition "The lead has a tag" with the configuration "No";
Therefore, by following this instruction, you will be creating an automation that triggers when a lead does not have a specific tag.
Next configure the Actions, in the sequence below;
Change lead access permissions
Start the support session
Therefore, by following this instruction, you will be configuring the automation to, when triggered, perform these three actions sequentially: change the lead's access permissions, modify the tags associated with that lead and, finally, start the support session for the lead.
Change lead access permissions
Configure the Lead permissions this way, and add the desired sequence of users;
Create a tag to add to leads (In the example, we use the tag "Roleta" to facilitate identification)
Start the support session
Start the support session with "Use lead owner";
Click Save, and let's move on to the second automation;
Second Automation;
In the second automation, add a Condition "The lead has a tag" with the configuration "Yes, including one of the tags -Roleta-"
In the action add "Start the support session"'
And use "Use lead owner"
CLICK SAVE TO FINISH;
