Resolve Conversations Automatically

Automatically resolve Textline conversations after a set amount of time and inactivity. 
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When and why to set up this Automation
How to set this up on Textline

When and why to set up this Automation

The Resolve Conversation Automation lets you automatically resolve inactive conversations to reduce inbox clutter. Help your team stay focused on active conversations by removing inactive ones after a set time. 

If you’re waiting for a contact or agent to respond, use this Automation to auto-resolve a conversation. It keeps your inbox tidy, metrics on track, and team better organized. 

How to set this up on Textline

Let’s dive into setting up this Automation on the Textline platform.

<div class="recipe-numbering-wrapper"><div class="recipe-numbering">1</div><p class="step-text" id="step1">From the Automations window, click New Automation.</p></div>

<div class="recipe-numbering-wrapper"><div class="recipe-numbering">2</div><p class="step-text" id="step2">Select Build From Scratch. </p></div>

<div class="recipe-numbering-wrapper"><div class="recipe-numbering">3</div><p class="step-text" id="step3">Name your Automation. </p></div>

<div class="recipe-numbering-wrapper"><div class="recipe-numbering">4</div><p class="step-text" id="step4">Select the Timer Automation Type from the drop-down menu.</p></div>

<div class="recipe-numbering-wrapper"><div class="recipe-numbering">5</div><p class="step-text" id="step5">In the Timer Condition section, select waiting for a contact response for or waiting for an agent response for.</p></div>

<p style="padding-left: 32px">This will tell Textline if you want to auto-resolve a text thread after waiting for a contact’s reply or an agent’s reply.</p>

<div class="recipe-numbering-wrapper"><div class="recipe-numbering">6</div><p class="step-text" id="step6">Specify how long the period of inactivity should be in the Timer Condition section.</p></div>

<p style="padding-left: 32px">You can choose to auto-resolve after a set number of minutes, hours, or days.</p>

<div class="recipe-numbering-wrapper"><div class="recipe-numbering">7</div><p class="step-text" id="step7">Set any other Automation Conditions you’d like.</p></div>

<p style="padding-left: 32px">We recommend only triggering this Automation during your business hours and when agents are available. That way, you don’t automatically resolve conversations when you’re not actively monitoring your inbox.</p>

<div class="recipe-numbering-wrapper"><div class="recipe-numbering">8</div><p class="step-text" id="step8">In the Actions section, choose Resolve the conversation from the drop-down and click Next.</p></div>

<p style="padding-left: 32px">If your organization has Dispositions set up, you should select one from the second drop-down.</p>

<div class="recipe-numbering-wrapper"><div class="recipe-numbering">9</div><p class="step-text" id="step9">Preview your Automation.</p></div>

<p style="padding-left: 32px">Double-check your Automation by reviewing conditions and actions.</p>

<div class="recipe-numbering-wrapper"><div class="recipe-numbering">10</div><p class="step-text" id="step10">Press Create Automation and keep your inbox clean.</p></div>

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Stay on top of your inbox with Textline

Keep your conversation list clean and team organized with this Automation. Request a demo now to see this Automation in action.