⚡ Accruing and Automation – Complete Functional Overview
 

- What is Accruing and Automation?
 

Accruing and Automation is the automation engine of the Biz1 system.
 

It defines what should happen automatically, when it should happen, and what actions should be performed—without manual work.
 

If:
 

• Profile Settings = who the user is

• Company Settings = how the business is configured

• Biz1 Settings = how the system behaves
   

- Accruing and Automation = how the system works automatically on its own
 

This module ensures:
 

• No task is forgotten

• No follow-up is missed

• No customer action goes unattended
  
   

  - Accruing and Automation – Sub-Module Breakdown
   

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  1️⃣ Accruing Missions (Automatic Task Creation)
   

  - Purpose
   

  Automatically create missions (tasks) when specific events occur.
   

  - What It Does
   

• Creates follow-up tasks without manual entry

• Ensures team accountability

• Keeps workflow moving automatically
   

• ⚙️ How It Works
   

  When a trigger happens (example: customer created), the system:
   

• Checks conditions

• Creates a mission using a predefined template

• Assigns it to a team member

• Sets priority and due date
   

• - Common Triggers
   

• New customer created

• Customer status changed

• Invoice created or paid

• Order created

• Mission completed
   

• - Example Use Case
   

  When a new customer is created from the website, automatically create a “Call New Lead” mission and assign it to the sales team.

   

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  2️⃣ Accruing Appointments (Automatic Scheduling)
   

  - Purpose
   

  Automatically schedule appointments based on system events.
   

  - What It Does
   

• Eliminates manual appointment creation

• Ensures timely follow-ups

• Supports recurring appointments
   

• ⚙️ How It Works
   

  When a trigger occurs, the system:
   

• Selects appointment type

• Assigns team member or doctor

• Sets duration and reminders

• Adds appointment to calendar
   

• - Common Triggers
   

• Customer status updated

• Order completed

• Invoice paid

• Mission completed
   

• - Example Use Case
   

  After an invoice is paid, automatically schedule a follow-up consultation appointment in 7 days.

   

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  3️⃣ Accruing Automation (Rule-Based Automation Engine)
   

  - Purpose
   

  Create multi-step automated workflows with conditions and chained actions.
   

  - What It Does
   

• Handles complex automation scenarios

• Executes multiple actions from one event

• Works beyond just tasks or appointments
   

• ⚙️ How It Works
   

  Each automation rule has:
   

• Event – what triggers it

• Conditions – rules to check

• Actions – what to execute
   

• - Supported Actions
   

• Send Email / SMS / WhatsApp

• Create mission or appointment

• Update customer status

• Add or remove tags

• Create documents or orders

• Call webhooks
   

• - Example Use Case
   

  When a customer is created from the website:
   

  • Send welcome email

  • Create follow-up mission

  • Update customer status to “New Lead”

   

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  4️⃣ Automation (General – Full Automation Manager)
   

  - Purpose
   

  A central automation control panel for managing all automation events.
   

  - What It Does
   

• Displays all automation rules

• Allows editing, testing, enabling, or disabling

• Tracks execution history and errors
   

• - Key Capabilities
   

• View all automation events

• Activate/deactivate workflows

• Test automations manually

• Debug errors

• Import/export automation rules
   

• 5️⃣ IVR – Interactive Voice Response
   

  ☎️ Purpose
   

  Automate incoming phone calls using voice menus and routing rules.
   

  - What It Does
   

• Plays voice menus to callers

• Routes calls based on input

• Connects callers to correct team or department
   

• - Example Use Case
   

  “Press 1 for Sales, Press 2 for Support” – automatically route calls without human involvement.

   

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  6️⃣ Campaigns (Marketing Automation)
   

  - Purpose
   

  Manage email and SMS marketing campaigns with automation.
   

  - What It Does
   

• Create marketing campaigns

• Automate message sending

• Track campaign performance
   

• - Supported Campaign Types
   

• Email campaigns

• SMS campaigns

• Automated follow-ups
   

• - Example Use Case
   

  Automatically send promotional emails to customers with a specific tag.

   

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  7️⃣ Campaigns New (Advanced Campaign System)
   

  - Purpose
   

  A modern, improved version of campaigns with enhanced UI and analytics.
   

  - What It Improves
   

• Better targeting

• Advanced scheduling

• Improved analytics

• Cleaner user experience
   

•  Recommended for advanced marketing automation
   

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  8️⃣ Automation Setting (Global Automation Control)
   

  ⚙️ Purpose
   

  Configure system-wide automation rules and limits.
   

  - What It Controls
   

• Enable or disable automation system

• Limit number of automations

• Set execution limits

• Configure error handling

• Define logging and notifications
   

• - Why It Matters
   

  Protects system performance and prevents automation overload.
  
   

  - Security & Permissions (High-Level)
   

• Each automation type has permission control

• Owners and admins have full access

• Team members only see allowed modules

• All automation actions are validated before execution
  
  
   

  ✅ Why Accruing & Automation Is Critical
   

  ✔ Reduces manual work
  ✔ Prevents missed follow-ups
  ✔ Improves response time
  ✔ Standardizes workflows
  ✔ Scales business operations
  
  
   

  ? Final Summary
   

  Accruing and Automation is the “silent workforce” of Biz1 
   

  It:
   

• Watches everything

• Reacts instantly

• Works 24/7

• Never forgets

• Never delays
  
  
  Without it, Biz1 is a manual system.
  
  With it, Biz1 becomes a fully automated business engine.