The automation list serves to centralize all the flows that have been created. By creating communication rules, you can define actions for each flow and automate your customers' journey through different channels.

⚠️ Attention: This feature is available only for users with the Viewer, Operator or Admin profiles.

On this page, we will learn how to edit, rename, duplicate, and delete a rule and what general information is available about automations.

How to access the list of automations

In the side menu, go to Analytics > Automations. Then, the list of all created automations is displayed.

The automation list consists of the following columns:

• Rule name;
• Its status, which can be:
  • Active: indicates that your automation is functional;
  • Paused: indicates that your automation is paused.
• The scheduling date of the rule, if any;
• The trigger that initiates the flow;
• The last update made, which can be the creation date or any later moment when some editing was done.

Finally, by clicking on the three-dot menu, you will find the options: Edit; Rename; Duplicate; Delete.

💡 Tip: To check the details of a specific rule, simply click on the name of the automation. Learn more about the performance report of Zenvia Customer Cloud automation.

Below, we detail each of the mentioned functionalities.

Search in the automation list

To search for a specific rule, just type the desired name in the search bar.

💡 Tip: If you have multiple automations, you can organize them in ascending or descending order by clicking on the column title. You can also sort the list of rules by status or date of the last update.

Edit a flow

The editing option allows you to view the flow of an automation and edit it. To do this, click on the three-dot menu and select the Edit option. The builder screen is displayed with the previously created flow.

Rename a flow

To change the name of your automation, click on the three-dot menu and select the Rename option. Then, simply type the desired name in the text field and click Rename.

Duplicate an automation

To create a copy of an automation, click on the three-dot menu and select the Duplicate option. Enter the desired name and click Duplicate rule.

⚠️ Attention: When duplicating, a copy of the rule, trigger, and associated flow is made. The trigger is not duplicated.

Delete an automation

To delete an automation, click on the three-dot menu and select the Delete option. If you really want to remove it, click Delete.

⚠️ Attention: When deleting an automation, you are not just deactivating it in your list but removing the flow and all the triggers associated with that automation. Remember that removal is permanent, so be careful not to accidentally remove a rule you plan to reuse in the future.

Now you know the functionalities of an automation list.