You may want some of your teammates to only send messages to a specific group of your customers. For example, only those in a certain region, or those who use a specific product. This is easy to do with default rules in new messages as part of role based permissions.
Note: Check out our plans and pricing to add this feature.
How to set it up
Click the settings icon (⚙️) on a role in Settings > Workspace > Teammates, or click “New role”:
In Proactive Support, select the “Has to use default rules in new messages”:
Then click “Add a rule” to begin adding your default rules. In this example, we’ll add rules so this role can only message customers in the USA or Canada:
Then scroll to the top and apply your changes:
How it works in messages
Now when a teammate with this role creates a message, the selected rules are pre-populated:
Important:
These filters are pre-populated based on the rule, but teammates can still remove them and add additional filters.
Applying default rules to a teammate’s role will not affect their existing messages.
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