Activate a flow for Email Interaction for CSM

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Activate flows for customers who have the Email Interaction for CSM application configured, enabling efficient workflow automation.

    始める前に

    Role required: admin

    このタスクについて

    For new CSM customers, the inbound actions are activated by default. Existing CSM customers should activate email interaction related flows and deactivate the case related flows.

    手順

    1. Navigate to All > Process Automation > Workflow Studio.
    2. Open a flow from the available flows.
      • Create Interaction from Email
      • Update Interaction from Email
      • Update Case via Reply for EaaI
    3. Select AND.
    4. Select the filter condition: To contains customerservice@example.com.
      注:
      customerservice@example.com is a sample email address. Specify the actual email address that should be configured as the default for creating email interactions.
    5. Activate the selected flow by selecting Activate.

    タスクの結果

    All the available flows are activated.