Manage, test, and troubleshoot automations

use this guide when reviewing existing automation rules or diagnosing why a rule did not run manage rules the automation rules list shows column meaning rule name the name and note for the rule trigger the event source and condition that start the rule target the action or visual flow that runs business phone the primary business number shown for the rule actions activation toggle and edit controls published rules are active draft rules are saved but do not run edit a rule open a rule to update its name, action, trigger, phone scope, or advanced configuration rules using the visual editor show a summary of their flow and an option to open the visual editor archive a rule archiving removes the rule from normal use and pauses active triggers attached to it archive a rule when it should no longer run clone a rule cloning creates a duplicate automation and copies its triggers as drafts use cloning when you want a similar rule but need to adjust the trigger, action, or audience before activating it test safely before enabling a broad automation use a narrow trigger or test condition use a test contact confirm the action result check that the expected conversation, message, pipeline item, or ai handoff occurred broaden the trigger only after the rule behaves correctly why a rule may not fire check these first the rule is still in draft the trigger is missing or archived the event does not match the condition variables the phone number scope excludes the number that received the event the payload is missing recipient data a template or ai agent used by the action is no longer available the rule uses a custom api topic that does not match the incoming payload topic for pipeline specific issues, see pipeline automations # why a template action may fail check that the whatsapp template is approved all required template variables are mapped the recipient phone number is present the delivery window allows sending now, or the message is expected to wait until the next opening when to use the full editor use the full editor for multi step workflows, advanced triggers, api payload mapping, ai handoff, template sending, and custom conditions