Workstation
Automation
HIGH / CRITICAL IN QUEUE · 0
SOP rules fire on case open, status, field capture, stale leads and pending matches. Supervisors add or pause rules. Actions notify, assign, open a field task, raise an approval or pin helpdesk. Matcher never auto-merges.
Supervisor or admin can add or pause SOP rules.
SOP rules
| Rule | Trigger | SOP |
|---|