# 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="/files/3NMa8ilU0uBIiTqOfsbo" 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

<figure><img src="/files/hhLLFxOIdlk3pw38rw6l" alt=""><figcaption></figcaption></figure>

{% 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.

<figure><img src="/files/bq74wX2Ro9RsuQIt8GHS" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/NG9ZU5zj79UwpYl6BsiL" 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.

<figure><img src="/files/drCvFuK377o0CiPDXOVj" alt=""><figcaption></figcaption></figure>


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