Feature Overview

Rules are a powerful way to automate your team workflows.

They can be executed when a message (email, SMS, tweet, DM, Facebook message, WhatsApp or Missive Live Chat) comes in or out of an inbox. They can also be defined on some user actions like applying/removing a label, changing the status of a conversation (assigned/closed/reopened) or by posting a new comment.

Missive rules work exactly like Outlook 365 rules and Gmail filters. When all or any of the rule conditions are met, the automated actions defined on the rule are triggered. What's more impressive is you can create complex conditions by nesting them in sub-groups.

To help you understand the potential of this feature, here are a few scenarios:

Label your customer conversations with a dedicated label

Using one label per customer is a nice way to get your team more organized, but doing so manually is error-prone. With a rule, it’s quick and easy. Create a rule like this one for each customer:

Make sure all emails get replied to on time

Respect your Service-level agreements (SLA) with time-based rules. You can create as many rules as you need to respect all of your customer's specificities.

Archive and mark conversations as read for specific team member(s)

Sometimes the person importing shared accounts in Missive is not the one that will work with them most of the time. For that person, it can be annoying to receive notifications and see emails from all these accounts. Rules can help by automatically archiving and marking as read these emails for the account owner.

With that rule in place, Phil the IT guy won’t get annoyed by emails sent to help@mycompany.com even though he remains the owner of that account.

Automatically add notes to a conversation

Let’s say your staff processes customer orders and that some customers have specific requirements. Using a rule, you can automatically add a note based and who sent the message. This can help your staff deal with that customer’s requirements.

Automatically assign sent emails to authors

If many employees send cold emails to customers using a common shared email account, you might want to auto assign those to the email author. This way, if the recipient replies, only the author will have the reply in their inbox. This can be achieved using an outgoing message rule with the Assign sender action. The conversation will be assigned to the message sender.

Here's a list of all the conditions and actions possible for outgoing and incoming messages:

Incoming messages options

Conditions

From	is contains starts with ends with – is not does not contain does not start with does not end with
To	is contains starts with ends with – is not does not contain does not start with does not end with
To / Cc	is contains starts with ends with – is not does not contain does not start with does not end with
Cc	is contains starts with ends with – is not does not contain does not start with does not end with
Reply to	is contains starts with ends with – is not does not contain does not start with does not end with
Subject	is contains starts with ends with – is not does not contain does not start with does not end with
Attachment name	is contains starts with ends with – is not does not contain does not start with does not end with
Message content	is contains starts with ends with – is not does not contain does not start with does not end with
Reception time	is within is not within
Email account	is
Conversation assignee	is is not
Watching user	is is not
Label	is
Conversation state	is is not
Unreplied and open after
Unassigned and open after

Actions

Apply label(s)	Choose labels
Assign user(s)
Add to user Inbox	Choose teammates
Move to Team Inbox
Share with teammates	Choose teammates
Notify	Who should be notified? Choose teammates
Silence notifications
Set conversation color
Create post
Archive (Remove from Inbox)	Choose teammates
Trash	This will trash the conversation for everyone and remove all assignees, snooze times and pins.
Remove label(s)	Choose label
Remove from Team Inbox	Choose a team
Remove to Team	Choose a team
Close	This will close the conversation for everyone.
Mark as read	Choose teammates
Snooze
Unsnooze	Choose teammates
Create draft
Send response
Forward message
Merge conversation
Webhook - Learn more

Outgoing messages options

Conditions

From	is contains starts with ends with – is not does not contain does not start with does not end with
To	is contains starts with ends with – is not does not contain does not start with does not end with
To / Cc	is contains starts with ends with – is not does not contain does not start with does not end with
Cc	is contains starts with ends with – is not does not contain does not start with does not end with
Subject	is contains starts with ends with – is not does not contain does not start with does not end with
Attachment name	is contains starts with ends with – is not does not contain does not start with does not end with
Message content	is contains starts with ends with – is not does not contain does not start with does not end with
Delivery time	is within is not within
Email account	is
Conversation assignee	is is not
Watching user	is is not
Label	is is not
Conversation state	is is not

Actions

Add recipient(s)
Assign sender	Conversation will be assigned to the message sender.
Apply label(s)	Choose labels
Assign user(s)
Add to user Inbox	Choose teammates
Move to Team Inbox
Share with teammates	Choose teammates
Notify	Who should be notified? Choose teammates
Silence notifications
Set conversation color
Create post
Archive (Remove from Inbox)	Choose teammates
Trash	This will trash the conversation for everyone and remove all assignees, snooze times and pins.
Remove label(s)	Choose label
Remove from Team Inbox	Choose a team
Remove to Team	Choose a team
Close	This will close the conversation for everyone.
Mark as read	Choose teammates
Snooze
Unsnooze	Choose teammates
Merge conversation
Webhook - Learn more

Here's a list of all the conditions and actions possible for user actions:

On label changes, conversation assigned, closed, reopened and new comments.

Conditions

Actions

Apply label(s)	Choose labels
Assign user(s)
Add to user Inbox	Choose teammates
Move to Team Inbox
Share with teammates	Choose teammates
Notify	Who should be notified? Choose teammates
Silence notifications
Set conversation color
Create post
Archive (Remove from Inbox)	Choose teammates
Trash	This will trash the conversation for everyone and remove all assignees, snooze times and pins.
Remove label(s)	Choose label
Remove from Team Inbox	Choose a team
Remove to Team	Choose a team
Close	This will close the conversation for everyone.
Mark as read	Choose teammates
Snooze
Unsnooze	Choose teammates
Create draft
Send response
Forward message
Merge conversation
Webhook - Learn more

Last updated on June 23, 2020