SAC 360° Service Automation - Deleting Cases

If for some reason you need to delete conversations en masse, with SAC automation this is possible.

Deleting a conversation is an irreversible action, and all of its data will be permanently deleted.

To create and run this automation follow the steps below:

1. Create an Automation:

• Go to SAC 360º via “Find Services”. Or simply type the name, and the feature appears.

• Go to the “Automations” feature and then click “+ New Automation”;

List View

Kanban View

1. Configure and Save:

• Enter a Title: Give the automation a descriptive name.

• Set up a Trigger: Choose a trigger of your preference (in the example, “A tag was added to the lead” was used).

• Set the Condition: Choose a condition of your preference (in the example, “The conversation date” was used).

• Choose the Action: Delete conversation

• Configure the Action.

• Describe exactly what the action will do.

• Save the Automation: After configuring, save the automation.

3. Run the Automation:

• Start the Automation: Press “play” to begin execution.

Done! Your automation is configured and running.