How to make Automations based on Current Comment being Public?

Bridget Maloney
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June 19, 2024

In the "Legacy" system it is very easy to set up a rule where if a Customer replies to a status that is "Waiting" on them (or Resolved) then it will reopen. 

This rule does not trigger for internal comments - only if the currently posted comment is public facing and the user posting the comment is a customer. 

I do not see any "if" conditions to this effect in the new Automation system. 

I was hoping to transition this Legacy rule to the new Automation system, but this is a blocker for doing that. 

Can anyone please advise how to handle this in the newer Automation system? 

2 answers

1 vote
Ezgi Bayındır
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June 19, 2024

Hey @Bridget Maloney ,

I'm using user condition for this kind of situations. You can choose "user who tiggered the event" "is a customer"image (26).png

 

Bridget Maloney
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June 19, 2024

Awesome, thank you so much @Ezgi Bayındır ! I believe that will do the trick :D  I have this updated in our Automations and will test it out in the upcoming days 

Ezgi Bayındır
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June 19, 2024

you're welcome! happy to help!

Bridget Maloney
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June 19, 2024

Hi @Ezgi Bayındır I wound up having to roll this back because it wasn't quite doing what we needed.  As a result, I am sorry I had to mark it as not answered.  

We have people who are listed as customers, so that the true customers can @ mention them, but when they leave an "internal" comment it is actually updating the status. 

We _only_ want public facing comments to change the status. 

In another instance, we had a true customer leave a public facing comment but it failed the customer check for some reason (she is truly a customer).  

Do you know of another way that can look at the internal vs public facing nature of the comment itself? 

Ezgi Bayındır
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June 20, 2024

Hey @Bridget Maloney ,

For agent side you can use 

{{comment.internal}} 

this smart value with user condition. For only customer view and that users, user condition will be enough because they can't add any internal comments

image.png

Like Bill Sheboy likes this
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Bridget Maloney
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June 19, 2024

Here's an example of how this looks in the Legacy Automation System: 

LegacyAutomation.PNG

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