> For the complete documentation index, see [llms.txt](https://help.wotnot.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.wotnot.io/build/integrations/automations.md).

# Automations

Automations let you create automations which trigger during a conversation with an agent/chatbot.

You can use automations to:

* Add chat transcript to your CRM after chat ends
* Notify your team when SLA is breached
* Send slack notifications when a variable changes to X
* Send an email to the visitor after chat ends
* and more...

To create a automation follow these steps:

## Step 1: Create an automation

Goto Settings > Account > Automations

<figure><img src="https://360969599-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsrMxU8nO3RjusUiYuXBB%2Fuploads%2Fr7tOSRtjTK5FjI9A2bw0%2FCleanShot%202025-08-11%20at%2019.10.32.png?alt=media&amp;token=b70e96cb-3380-4b9d-a4be-06047c811a4e" alt=""><figcaption></figcaption></figure>

## Step 2: Define your trigger criteria

Set a trigger that, when met, starts this automation. You can choose from:

* Assignee change
* Conversation status
* Variable value

<div data-with-frame="true"><figure><img src="https://360969599-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsrMxU8nO3RjusUiYuXBB%2Fuploads%2FLMvknh0ooD6X7LgZTGvh%2FScreenshot%202026-09-15%20113129.png?alt=media&amp;token=7122ec65-e6b7-4117-9100-787daa326a01" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
You can add multiple trigger conditions by matching ALL/ANY conditions using the radio button.
{% endhint %}

## Step 3: Define the action you want to perform

Choose what action you want this automation to perform once the trigger conditions are met. You can select from:

* **Send an email** – Send an email notification to a specified address.

<div data-with-frame="true"><figure><img src="https://360969599-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsrMxU8nO3RjusUiYuXBB%2Fuploads%2FXK3zWOjhsJC0XcQtMi6F%2FScreenshot%202026-09-15%20113959.png?alt=media&amp;token=57114a29-a5cb-43f9-8fc0-3bcc49e8b610" alt=""><figcaption></figcaption></figure></div>

* **Fire an API** – Make an API request to a specified endpoint. [Learn more](/build/integrations/http-request-api.md)

<figure><img src="https://360969599-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsrMxU8nO3RjusUiYuXBB%2Fuploads%2FC7QVJwOTUW2VHUUE22Ez%2FCleanShot%202025-08-11%20at%2019.17.09.png?alt=media&amp;token=76f9aad3-c87e-46c8-abac-0d4aeeb155e0" alt=""><figcaption></figcaption></figure>

## Step 4: Activate your automation

Finally, switch the automation on to make it active and start running whenever the trigger conditions are met.

<div data-with-frame="true"><figure><img src="https://360969599-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsrMxU8nO3RjusUiYuXBB%2Fuploads%2FG3LvDcLWDV5u0u7fR05a%2FScreenshot%202026-09-15%20115017.png?alt=media&amp;token=0aedf773-d177-4383-b63f-472275d7f47e" alt=""><figcaption></figcaption></figure></div>

## Logs

**Logs** are records of automations that happen within WotNot while a bot or conversation is running.

<div data-with-frame="true"><figure><img src="https://360969599-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsrMxU8nO3RjusUiYuXBB%2Fuploads%2F0IGjxpkVauGRPdnESURq%2Fimage.png?alt=media&amp;token=5bf6610f-1d0b-4393-a3dc-b16499536da1" alt=""><figcaption></figcaption></figure></div>

* Simply click **"Logs"** to see the complete history of your automation runs.
* You can also apply a **filter.**
* Each log includes the related Chat or Ticket, run status, execution time, and detailed payload and response information — making it easier to monitor automations and troubleshoot issues.

<div data-with-frame="true"><figure><img src="https://360969599-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsrMxU8nO3RjusUiYuXBB%2Fuploads%2FAkiDlyPEE33h7zQfHCnZ%2Fimage.png?alt=media&amp;token=dbbdda85-35b5-4aef-9c56-e34b6cf2230d" alt=""><figcaption></figcaption></figure></div>