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Auto routing

The Auto routing snap-in helps you to route your customer conversations to the right person/team which can help them with their queries using user defined keywords. This snap-in identifies the keywords in the conversation and automatically assigns the conversation to the mapped team member. You can map multiple keywords to a single team too.

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The rules in the Auto Routing snap-in will coexist with previously set up rules in DevRev, which may lead to conflicts. It is recommended to use one or the other when possible. If you encounter a conflict or are unsure if a change may cause one, please contact our support team for assistance.

Installing the Auto routing snap-in

  1. Install the Auto routing snap-in from the DevRev marketplace.
  2. Select the dev org to install the snap-in, confirm installation, and click Deploy snap-in.
  3. Configure the keyword to email mapping in keyword_to_email_map using the format {"example":"abc@yourorg.com"}. Here, example is the keyword and it's mapped to the email abc@yourorg.com.
  • (Optional) You can also set the default owner in default_owner. This routes the conversation to the email of the default owner when no keyword matches.

Auto routing configuration

  1. Click Save and click Deploy snap-in.