Automation & routing

Rules that run without you

The repetitive part of support is not the answering. It is the sorting, tagging, assigning and chasing.

Workflows - New rule

When

A conversation is handed to a human

And all of these are true

ChannelequalsWhatsApp
Message textcontainsrefund

Then

Add tagrefund-request
Create ticketHIGH
Notify by emailsupport@...

No scripting. Rules run on every conversation that matches.

The problem

Conversations that needed follow-up get buried. A buyer who was ready to order gets forgotten because nobody wrote it down.

How ReplyX handles it

Workflows on your terms

When a conversation matches your conditions, act: tag it, assign it, notify someone, or move it on. No scripting.

Automatic triage

When a conversation ends, one cheap AI pass decides whether it was a support ticket, a sales lead, or neither — so nothing needs manual sorting.

Tickets and leads that hold their own

Priority, status and assignee on tickets. Value and stage on leads. Each gets its own page, with the conversation it came from and a history of every change.

What you get

Everything below is built and live today — not a roadmap.

  • Round-robin or least-busy assignment
  • Handoff routed to the right team per agent
  • Notifications when something is assigned to you
  • Triage can be switched off per agent or per channel

Once they are running

One rule is a demo. A page of them is a system

Every rule carries the number of times it has actually fired, which is the only honest way to tell a useful one from a broken one.

WorkflowsNew rule

Refund mentioned → urgent ticket

Message receivedadd tag · create ticket

34

runs

Bulk order enquiry → lead

Message receivedcreate lead · email

12

runs

Tell the team about every handoff

Handed offemail

89

runs

Welcome a first-time WhatsApp contact

New contactreply · add tag

210

runs

Push closed chats to our ERP

Closedwebhook

0

runs

One rule is a demo. A page of them, each with the number of times it has actually fired, is the part of your support work that stopped being anybody's job.

A rule is a trigger, up to ten conditions and up to ten actions — chosen from lists, never typed. Tag it, assign it, set its status, reply, email someone, raise a ticket, capture a lead, or post it to your own system with a webhook.

The run count is the honest bit. A rule sitting at zero is either waiting for something that never happens or quietly broken, and you can see which without asking anyone.

When the AI stands down

A handover is an assignment

A conversation everyone can see is a conversation nobody owns. So it gets a name on it, and that person is told.

The moment the AI stands down is the moment a conversation usually goes missing. Everyone can see it, so nobody owns it, and the customer waits while three people assume somebody else replied.

So a handover is an assignment. Least-busy sends it to whoever has the fewest open chats, round-robin takes turns, and a shared queue leaves it to the team if that is how you prefer to work. It is set per agent, so your wholesale desk and your retail desk can route differently.

Whoever gets it is told, on the web and on the Android app. An assignment nobody hears about is the same as no assignment.

Agent — Rupa Assistant

When it hands over

Least busy agent (fewest open chats)

Or round-robin, so everyone takes turns — or a shared queue, where nobody is assigned and the team picks work up themselves.

Who is on this agent

SSadia2 openGets the next one
RRima5 open
KKarim9 open

Sadia is notified the moment it lands — on the web and on her phone.

Try it on your own questions

Add your FAQ, connect one channel, and see how much the AI handles before you pay anything.

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