How to Add a New Automation Rule?

1. From the main navigation menu, go to AI Automations > Automations.

2. Click +Create a New Rule.

   

3. Fill the following fields:

• Rule Name

• Select numbers: Choose from the dropdown (only numbers configured in Twilio settings will appear).

• Forward number: Enter the number to which calls/messages should be forwarded.

• Response: Enter the automatic reply that will be sent.

• Additional Actions (optional): Select a list if you want the rule applied to all contacts in that list.

4. Click Submit.

5. The rule will be added to the Rules list.

Note: Newly created rules are Active by default.