Automations in a session
The Automations tab inside a meeting or chat, showing what is bound to that session's agent and what it did.
Every session on a team account has an Automations tab. It lists the automations bound to that session's agent, so before a call you can see what will run around it, and after the call you can see whether it did. Personal accounts have no automations, so their sessions do not show this tab.
When nothing is bound to the agent, the tab says "Nothing runs automatically around this agent's sessions yet."
What a card shows
Each automation appears with its name, the status of its latest run, how long ago that was and how long it took.
In a meeting, the run shown is the one for that meeting. If the automation did not run for it, the card says "Did not run for this session". A chat has no meeting to match, so its cards show the automation's most recent run, or "No activity yet".
Tap a card to expand it. You see the automation's description, the stages of that run (the same view as the run screen) and Open automation.
Approvals come first
If one of these automations is waiting on your approval, its card reads "Awaiting your approval", and the first such card is already expanded when you open the tab. The expanded card shows what is being asked, with Approve and Decline, so you can answer without leaving the session.
Draft chats
In a chat you have not sent yet, this tab is dimmed along with Signals and Artifacts, because there is no session behind it until the first message goes. See Chats.
Changing them
Nothing on this tab is editable. Automations are built on the web. From the phone you can read an automation's runs and answer its approvals, and owners and admins can test one. See Automations.