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QualiBot
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Automation that works with AI and people

Automate the repetitive work without scripting every customer

QualiBot combines form-based automation rules, agent macros, Brain and human assignment. Use deterministic rules where consistency matters. Use Brain where the customer speaks naturally and context matters.

Automation at a glance
Five trigger events, form-based conditions
Thirteen supported actions, from assignment to webhooks
Agent macros for one-click, multi-step actions
Brain works the conversation; rules work the workflow
Rule triggers

Five events can start a rule

Every automation rule begins with one of these platform events.

01

A conversation is created

02

A conversation is updated

03

A conversation is resolved

04

A conversation is opened

05

A message is created

Conditions

Apply supported conditions

InboxStatusPriorityAssigneeTeamLabelsConversation languageMessage contentContact fieldsContact custom attributesConversation custom attributesPrevious and new values (attribute change)

Rules support AND or OR condition logic.

Actions

Complete supported actions

Assign an agentAssign a teamAdd or remove a labelChange statusChange prioritySnooze a conversationSend a messageSend a pre-uploaded attachmentAdd a private noteSend an email to a teamSend a transcript when enabledCall a webhookMute a conversation
AI inside a controlled workflow

Rules handle the deterministic path. Brain handles the conversational one.

A rule and Brain can act on the very same conversation, each doing the part it's built for.

01

A platform event fires

A new conversation, a new message or a status change.

02

Rule conditions evaluate

Inbox, status, priority, labels, language or message content.

03

Brain works the conversation

Understands intent, calls approved tools and hands off when needed.

04

Platform actions apply

Assign, label, message, note, webhook or attachment.

05

The human team reviews and continues

Whenever a conversation needs a person.

Built for one clear event, one immediate response

Each rule runs immediately against one of the five supported trigger events, so behavior stays predictable. Sequencing across days, recurring schedules and direct CRM or MCP calls run through Brain's tool calling during a conversation, the webhook action, or an external workflow platform.

Macros

Macros for agent-controlled speed

A macro lets an agent execute a predefined group of actions in one click. Macros may be personal or global.

Example: Qualified opportunity
01

Apply a Qualified label

02

Set High priority

03

Assign the sales team

04

Send the approved next-step message

05

Add a private note

06

Move the conversation to Pending

Workflow examples

Rules and Brain, working the same operation

New inquiry

A new conversation enters the right inbox. Brain asks qualification questions, and a rule routes the resulting conversation by label, language or another stored field.

Priority escalation

When priority changes to Urgent, assign a team and send an internal email notification.

Out-of-office handling

Use inbox working hours and out-of-office messages while preserving the customer conversation for the next available agent.

Customer feedback

CSAT is sent after resolution when enabled. Pair CSAT review with status, label or priority-based rules to route follow-up.

Automation FAQ

How rules behave

Is there a drag-and-drop workflow canvas?

Automation is configured through a structured form: one trigger event, a set of conditions and a fixed set of supported actions.

Can automation call an MCP tool?

Automation calls a webhook as its external action. Brain calls MCP tools directly, inside an active conversation.

Can automation wait a few days before acting?

Rules run immediately when one of the five supported events occurs. Multi-day sequencing runs through Brain, campaigns or an external workflow platform.

Can we review past automation runs?

Automation today runs on triggers, conditions and a fixed set of supported actions, including Brain-driven actions and a webhook action that lets you log and retry runs on your own receiving system. Contact us if your team needs dedicated run-history and retry tooling for advanced workflows.

Is loop prevention in place?

Yes — QualiBot prevents a rule from directly retriggering itself. Test multi-rule designs, since separate rules can still cascade into one another.

Next step

Bring one manual process that consumes agent time

We'll separate what belongs in deterministic rules, what belongs in Brain and what must remain human.