Mesh automation quick-start

1. Understand the building blocks

Mesh automations consist of:

• Triggers – events such as conversation tags, SLA breaches, or manual launches.
• Actions – jobs that run inside Nexus Mesh (scripts, flows) or call external services via webhooks.
• Guards – conditions (brand, priority, customer attributes) that decide whether the run should continue.

2. Create a new recipe

1. Open Automation Studio and click New recipe.
2. Choose the template Escalate high-value accounts.
3. Give the recipe a name and select the brands it should apply to.

3. Configure the trigger

1. Set the trigger to Ticket tagged → escalated.
2. Add a guard: customer.account_tier equals Enterprise.
3. Optionally require manual confirmation by toggling the Human review switch.

4. Add Mesh actions

1. Insert a Mesh job that posts context into your CRM. Select the prebuilt salesforce-note-sync job.
2. Map Inputs:
   • ticket_id → {{ticket.id}}
   • summary → {{ai.summary}}
   • owner → {{ticket.assigned_user.email}}
3. Add a second action using the HTTP webhook to ping Slack:

{
  "text": "🚨 Escalation created for {{customer.name}} ({{ticket.id}})."
}

5. Test the recipe

1. Use Run test and select a recent ticket that matches the guard.
2. Nexus Mesh executes the actions in a sandbox and shows log output.
3. Verify the note was created in Salesforce and the Slack message reached the correct channel.

6. Publish and monitor

1. Click Publish to enable the recipe.
2. Open the Runs tab to monitor successes and failures.
3. Configure alerts so failed executions notify the on-call engineer.

7. Measure impact

• Use the Automation ROI dashboard to measure time saved per run.
• Tag recipes with pilot or production to track rollout phases.
• Iterate on prompts and payloads as your team provides feedback.

Need help building a custom Mesh job? Email mesh@nexuscore.cloud with your use case.