Configuring Proactive Triggers
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- UpdatedAug 3, 2023
- 1 minute read
- Vancouver
- Proactive Triggers
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
Plan, configure, and review your Proactive Triggers.
Before you begin
Activate the Proactive Triggers feature.
Note: For new customers onboarding from Vancouver onward, the web client is only accessible to authenticated users by default. To allow unauthenticated users to access the web client, you must enable the
$sn-va-web-client-app and sn_va_web_client_app_embed pages for public access. For more information, see Make UI pages public or private.
Role required: admin
About this task
Procedure
- Navigate to View All button next to Proactive Triggers's Rules. , and then select the
- Select New to create rules and define actions that are triggered by those rules.
- (Optional) Navigate to View All button next to Proactive Triggers's Trigger types. , and then select the
- (Optional) Select New to create custom trigger types.
- (Optional) Create multiple rules related to the same trigger type, if needed.
What to do next