Skip to main content

​
Automation

Zild Tasks can be triggered automatically by AI decisions or workflow events. Automation ensures that important operational actions are not missed.

​
Task Creation Triggers

Tasks can be created when:
  • A conversation is escalated
  • A lead is qualified
  • A workflow completes
  • A tool execution fails
  • A document requires review
  • A policy violation is detected
Triggers are configured in the Workflow Engine.

​
Example Automation Scenarios

​
1. Lead Follow-Up

  1. AI qualifies a lead
  2. Workflow creates task
  3. Task assigned to Sales group
  4. Sales rep contacts prospect

​
2. Escalation Review

  1. AI escalates conversation
  2. Task created for Supervisor review
  3. Supervisor evaluates quality
  4. Task marked completed

​
3. Document Approval

  1. Contract uploaded
  2. Risk clause detected
  3. Task assigned to Legal team
  4. Legal approves or rejects

​
Task Assignment Logic

Tasks can be assigned:
  • To specific user
  • To group
  • Based on load balancing
  • Based on skill rules (if configured)
Assignment rules should align with operational structure.

​
Notifications

When tasks are created:
  • Assigned user can be notified
  • Supervisor can be notified
  • Workflow can trigger external alert
  • Status changes can be logged
Notifications improve responsiveness.

​
Failure Handling

If automation fails:
  • Error is logged
  • Retry logic may apply
  • Escalation can be triggered
Automation failures should be monitored regularly.