Workflow Actions

A workflow action is a type of rule action that sends a message somewhere. Autorespond, Forward and Track, No Answer, Redirect, and Route are all workflow actions. Only one workflow action is applied to a message. If more than one workflow rule is applicable, then the first workflow rule satisfied takes precedence. If no workflow rule is applicable, then the incoming message is routed to the General Pool by default.

NOTE: If the first incoming message in a case was answered by an autoresponse agent, the second incoming message is not sent to the same autoresponse agent. This protects your customer from receiving the same autoresponse twice.

There are three special situations where a workflow rule action is assigned to a message before it is processed by the Incoming Message Rules:


Learn about rules and rule groups.

How do I create a rule?

How do I edit rules?

How do I delete a rule?

Are there any tips on using rules?