Automations Menu

Through this menu, you can list your automations, analyze performance data, and manage the automation table comprehensively.

1. Automations

It is the main workspace where you create your automation scenarios in your system, manage your existing flows, and filter them by their types. You can view all structures that automate your business processes through the tabs under this menu.

1.a – All Automations

You can access all contents of all automation types (Scheduled, Event-Based, Webhook, Button) installed in the system collectively through this menu and view all your scenarios in a single list.

1.b – Scheduled Automations

Scheduled automations run automatically according to the periods and specific time intervals you define within the automation content. It ensures that recurring tasks are performed regularly, automatically, and in accordance with rules once they are defined in the diagram.

Scheduled Automation Data

This automation type does not have predefined or triggering data when it starts. If a data-based operation is to be performed, the data to be used in the automation must be called into the automation via automation blocks. Automation Blocks

Accessing the Scheduled Automation Scheduler Plan

a. Scheduler

The menu marked in the visual becomes active only in scheduler automations. By following the relevant steps, you can access the scheduler menu and set when the automation will run.

b. Automation Scheduler Plan

It is the configuration area where you define the working periods and frequency of the automation. It starts on the date specified in the automation start date field. It provides scheduled message sending at the frequency defined in the frequency field until the end date.
If messages need to be sent at specific intervals, the message sending interval can be determined based on the sending frequency through the interval field of the scheduler.

c. Scheduler Work Plan Preview

It is the preview area where you can check the estimated future run times of the scheduler you configured.
Note: In order to view your settings on the preview table, after changing the plan, you need to update the plan by using the save changes button above the preview table and refresh your screen.

Sample Scheduler Plan

For example: Let’s assume that we want to create an automation that will run every 2 days starting from 01.01.2026 at 17:00. The scheduler plan of this automation should be as follows:
Frequency: Daily
Start Date: 01.01.2026 17:00
End Date: Not defined
Count: Determined according to the number of sends
Interval: Since the sending frequency is daily and it needs to be sent every 2 days, this field is set as 2.
By Hour: 17
By Minute: 0

1.c – Event-Based Automations

This automation type is triggered by operations (events) occurring in your Supsis AI panel. When the panel operation defined as the trigger occurs, the automation flow is triggered.

When triggered, the automation becomes active with the data of the triggering event and performs the operations defined by the blocks according to the diagram rules.
For example, it is activated when a new task is created, a new lead record is added, a new table record is created or updated, or when a user completes a specific action. In this way, your system can instantly respond to the events you define and automatically initiate the necessary actions.

Creating an Event-Based Automation

a. Trigger Category Filter

This section is the module filtering area you can use to determine the Supsis AI source that will trigger the automation. All integrations and modules in the Supsis AI ecosystem that can trigger event-based automation are categorized here.

Whichever module icon you select in this field, only the trigger events belonging to that category are listed in the table below.

b. Trigger Category

This column shows the technical identity of the selected trigger category within the system and the main structure it belongs to. It is used to verify from which backend service the automation trigger originates.

c. Category Event and Description

This field is the most critical part that determines when the automation will be activated. It consists of two main columns:

• Event: The "Event" name technically tracked by the system. (For example; voiceagent.call_started). These names are used as trigger parameters in external integrations.
• Description: It is the counterpart of the technical event on the panel side. It explains in a clear language exactly when the process will start (for example; "When an artificial intelligence call starts").

Voice Agent (Retell) Call Trigger Events

Event-based automations support specialized trigger events for AI Voice Agent (Retell) calls:

• voiceagent.call_started (When Voice Call Starts): Triggered instantly when the AI voice agent initiates a phone call with a customer.
• voiceagent.call_ended (When Voice Call Ends): Triggered as soon as a phone call is completed (used e.g. for sending follow-up WhatsApp messages or updating CRM status).
• voiceagent.call_analyzed (When Call Summary & Analysis Generated): Triggered when AI-generated call summaries, sentiment analysis, and action items become available after a call.

AI-Powered Pre-Filtering for "On Email Received" Automations

In automation flows triggered by incoming emails in the Supsis AI panel, a Pre-Filtering structure is used to prevent all messages from unnecessarily triggering the workflow and to enable AI-powered automation management.

• AI-Powered Analysis: Incoming emails are analyzed instantly using AI-powered Sentiment Analysis and AI Summary Generation features to assign them to the correct pre-filter group.
• Pre-Filtering Configuration Steps:
• Field Selection: The data field to be filtered is selected (e.g., Sender, Subject, Email Body, etc.).
• Operator: The comparison logic is selected (e.g., Contains, Equals, StartsWith, EndsWith, etc.).
• Entered Value: The target text or phrase to base the filter on is entered.
• Example Usage Scenarios:
• Sender Domain Filter: To catch emails originating from sender addresses containing "gmail.com", set Field: Sender | Operator: Contains | Value: gmail.com.
• Subject-Based Automated Routing: To filter emails containing "support" in the subject line, set Field: Subject | Operator: Contains | Value: support so that matching emails are directly routed to the support team's automation flow.

Automation Data

When event-based automations are triggered, they have all the information belonging to the event that started the process. These data can be read directly from within the automation diagram and processed through blocks.

How to Read Event Data in Automation

To read event data, you can enter the automation block where you want this data to be processed and follow the steps below.

a. Automation Data

This is the area where the current data available in the automation is located. You can access all the data owned by the automation through this button.

b. Event Data

This is the section where you can read the specific data belonging to the triggering panel operation that triggered the automation.

c. Trigger Content

This is the area where all structural data and ID information in the background of the triggering event process (record creation, status change, etc.) are accessed. The data content here may vary depending on the content structure of the triggering event.

1.d – Button Automations

These are automation scenarios designed to be triggered semi-automatically when the buttons defined in the interfaces of Supsis AI modules are clicked. It allows Supsis AI users to bind actions according to their instant needs in the relevant module and run custom workflows instantly whenever desired.

1.e – Webhook Automations

This automation type is triggered by HTTP requests sent from external systems to the Supsis AI automation URL. When triggered, the automation becomes active with the data content received from the Webhook and performs the operations defined by the blocks according to the diagram rules.
Additionally, Webhook automations can send a response back to your external system regarding whether the operation was successful thanks to the “Respond to Webhook” feature.
This structure makes it possible to establish integration between Supsis AI and external sources and automates the flow of information between systems from end to end.

Automation Data

Webhook automation can read the data content sent to the relevant automation URL and process the received data through automation blocks.
This structure makes it possible to establish integration between Supsis AI and other applications and automates the flow of information between systems.

Accessing the Webhook Menu of the Automation

a. Webhook Menu
It is the main settings menu where you can configure the Webhook settings of the relevant Webhook automation.

b. Standard Webhook URL
It is the Supsis AI listening address that you will integrate into your external system and that will accept HTTP requests. HTTPS requests are sent to this URL.

c. Waiting Response URL
It is the response address that will report the waiting status of incoming requests during the processing phase to the external source and return a response.

d. Preview of the Last Received Data Content
It provides a preview of the last HTTP request (data content) that successfully reached the URL in JSON format.

How to Read Webhook Data in Automation Data Reading Wizard

This wizard presents the data packet coming to the automation's Webhook URL in a hierarchical structure as objects and keys.

The wizard is based on the last sent sample JSON schema while displaying the data. Therefore, send a sample JSON schema of the data you want to read to the Webhook URL; the system will reflect the schema you sent exactly to the preview. You can easily read the data you want by selecting JSON objects from the directories of your schema

a. Automation Data

This is the area where the current data available in the automation is located. You can access all the data owned by the automation through this button.

b. Event Data

This is the section where you can read the specific data belonging to the triggering HTTPS content that triggered the automation.

c. Trigger Content

This is the area where you can access all directories of the webhook content that started the event from the top object to the sub-object. You can reach the key value of the data you want to read by selecting the object hierarchically.

Reading Data via Path
It is the method of manually defining the path of the specific data field intended to be used in the automation into the relevant block.
In order for the automation to read dynamically incoming Webhook data, a dot (“.”) must be placed between each key in the JSON schema according to the object hierarchy, and the value must be enclosed in double curly braces ( {{ }} ).
To create curly braces:
On Windows;

{ => for CTRL+7,
} =>, for CTRL+0,

On MacBook;
{ for => Option+7,
} for =>, for Option+0,

you can use the buttons.

Operation Example

Let’s assume that we want to use the value “socket.supsis.live” from the Webhook data content in the visual within the automation. In order to use this value within the automation; the path equivalent of the “host” key that holds the data must be written inside the block that will process the data.

To write the path equivalent of the “host” key that holds the value “socket.supsis.live” we want to use, we can first take the Webhook, which is the method from which we received the data, then the headers object that holds the host key, and finally the host value, which is the key that holds the data.

A “.” should be added between each directory object in accordance with the hierarchical order, and the final path should be enclosed with 2 curly braces at the beginning and end to indicate that it is dynamic. Thanks to this definition, the system will automatically pull the dynamic data corresponding to the host key (in the example: socket.supsis.live) into the block.

The resulting path value for our example operation should be as follows =>{{webhook.headers.host}}

1.f – Trash

It is the area where deleted automation scenarios are temporarily stored. To prevent possible accidental deletions, you can restore an automation you previously deleted from the trash at any time or permanently remove it from the system.

Note: If an automation moved to the trash is not restored within 30 days, it is permanently deleted from the system.

2. Analysis (Statistics)

It is the analysis menu where you can track the overall performance and usage data of the automations running in your system in detail. Through this area, you can examine how often your scenarios are triggered, their success rates, and statistical reports of executed tasks. By making data-driven analyses, you can easily optimize your business processes and automation efficiency.

2.a – Filters

Filters are tools that allow you to narrow down the data on the analysis screen according to specific criteria and obtain more specific reports.

a. Automation Filter
It allows you to select a specific automation scenario whose statistics you want to view and examine only the automation data belonging to that flow.

b. Date Range Filter
It allows you to filter statistical data according to a specific date range you determine.

c. Status Filter
It accelerates error detection processes by filtering automation tasks according to their results (Successful, Failed, Pending, etc.).

2.b – Refresh Data Content

It refreshes the statistical metrics on the analysis page and ensures that the current automation data running in the background is instantly reflected on the screen.

2.c – Statistics

These are the key performance indicators (KPI) that show the overall health and processing capacity of your automations according to the criteria you filter.

• Total Tasks: The total number of automation operations triggered and executed within the selected date range.
• Success Rate: The percentage of operations completed without errors among the total executed tasks.
• Average Duration: It represents the average time taken for an automation scenario to complete from start to finish.
• Active Tasks: The number of automation tasks that are currently running in the system and have not yet been completed.
• Daily Task Execution: It graphically shows the distribution of tasks by days; it helps you identify peak processing days.
• Status Distribution: It is a visual graph showing the proportional distribution of task results (successful, failed, canceled).
• Duration Distribution: It is a performance graph showing fluctuations in task completion times and how long tasks are concentrated.
• Termination Reasons: It lists the reasons why tasks that are completed or interrupted are terminated by the system (e.g.: "Completed Successfully", "Timeout", "Invalid Data").
• Automation Performance: It is a comprehensive data table where the automation name, how long the automation performs tasks on average, the number of executions, the success rate, and the technical details of the operations performed can be viewed in detail.

3. Automation Table

It is the main control panel where all your automation scenarios are listed, organized, and where new actions are defined in the system. Through this area, you can manage your automation workflows comprehensively.

3.a – Add Category

It allows you to create new automation folders to group your automation scenarios according to your projects, departments, or functions.

a. Category Name

It is the text field where you can give a clear and descriptive name to the folder you will create.

b. Category Icon

It is the symbol/icon selection area that you can assign to the category to facilitate visual distinction.

3.b – New Automation

It is the button that allows you to create a brand new workflow from scratch by launching the Supsis AI automation designer (diagram screen). For more information, see: Automations.

3.c – Category Operations

It is the management menu that allows you to make structural changes on your existing categories (folders).

a. Edit Category Content

It allows you to later change the name and icon of an existing category.

b. Delete Category

It permanently removes the relevant category from the system.

c. Move Category Automations

Before deletion or for editing purposes, it allows you to transfer all automations within a category to another category in bulk.

3.d – Automation Operations

Through the menu located on the right side of each automation row listed in the table, you can perform specific management actions related to the relevant scenario.

a. Duplicate Automation

It allows you to create an exact copy of the selected automation with the name “name of the copied automation (copy)” and use the copy of the existing automation within the same panel.

b. Copy Automation as JSON

It copies the structural code of the scenario (in JSON format) to the clipboard. This operation is used to export an automation, back it up, or transfer it to another Supsis AI panel.

c. Automation Access Permissions

It is the authorization area where you determine which users or teams in the system can view and edit this automation.

d. Edit Description

It allows you to update the description text written about what the automation does when creating the automation.

e. Change Automation Category

​​It allows you to move the relevant automation from its current folder to another category.

f. Delete Automation

It sends the selected automation to the trash area in the automations menu.

4. Automation Message Deliveries and Live Traceability

To increase the traceability of messages delivered to customers by automation scenarios, live redirection links have been added directly to the chat window:

• Automation Notification Tag: Below messages sent via automation (WhatsApp, Chatbot, etc.), an "ℹ️ Sent by automation named [Automation Name]" tag is displayed.
• Direct Link from Chat to Automation: When agents or managers click this tag during a conversation, they are immediately redirected to the edit page of the specific automation that triggered the message.