When you build an automation, you can tell Vista Social to do "behind-the-scenes" work in your Inbox. These actions don't send a message to the customer. Instead, they help your team stay organized.
Internal Inbox Automations
1. Assign a task
What it is: Creates a task in a Vista Work project each time the automation runs, so someone on your team follows up on the conversation.
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The Setting:
Click Configure task assignment, fill in Task to create, then click Add a task:
Title: the name of the task, for example "Follow up on refund request".
Project: the Vista Work project the task goes into.
Status: the status the task starts in, such as Not started.
Due date: optional. Pick a date and, if you like, a time.
Priority: optional, from None to Urgent.
Assignee: the teammate responsible for the task, or leave it as Unassigned.
Why it's helpful: Use this for conversations that need work outside the Inbox, like a partnership inquiry or a complaint that needs a manager. The task shows up in Vista Work with the rest of your team's projects. Learn more in Creating and managing tasks in Vista Work.
2. Apply tags
What it is: Adds a category tag to the message.
The Setting: Choose or create a tag (like "VIP" or "Support").
Why it's helpful: You can filter your Inbox by these tags later to find specific types of messages quickly.
3. Mark complete
What it is: Automatically clears the message out of your "New" folder.
The Setting: A simple checkbox to "Close" the conversation.
Why it's helpful: Use this for "Thank you" messages or "Bot" triggers so your team doesn't have to manually click "Done" on every single one.
4. Send emails
What it is: Sends an alert to you or anyone who should be in the loop about this engagement.
The Setting: Type in the email addresses of the people who should be notified.
Why it’s helpful: Use this for "Emergency" messages (like a 1-star review or a billing problem). It ensures your team sees the message immediately, even if they don't have Vista Social open.
Need more help?
If you have any questions or need additional help, feel free to contact our awesome support team. We are here to assist you! 💙
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