Overview
MioAssistant Automations help you save time by handling routine tasks automatically—while still giving you full control.
While automation rules are typically defined at the account level, MioCommerce allows you to customize automation behavior for individual customers. This is useful when certain customers require special handling or exceptions.
From a customer’s profile, you can review and adjust which automations apply specifically to that customer - without affecting your global (account-level) settings.
Where to Manage Automations for a Customer
To manage automations for a specific customer:
Go to Customers from the main left-hand menu
Select the customer you want to manage
In the Actions panel, click Automations
This opens the Customer Automations view, where you can manage automation settings for that individual customer.
Customer Automation Settings
From the Customer Automations screen, you’ll see automation options available for that customer, such as:
Payment Automation
Service Feedback Automation
Each automation can be turned on or off independently for the selected customer.
This means you can:
Enable Payment Automation but disable Service Feedback for a customer
Disable automated charging for one customer while keeping it enabled globally
Handle special cases without changing rules for everyone else
How Individual Customer Overrides Work
Automation settings follow a simple hierarchy:
Global automation rules define how automations work by default
Customer-level settings override those rules for a specific customer
For example:
If Service Feedback Automation is enabled for all customers, you can turn it off for one specific customer
If Payment Automation is enabled globally, you can disable it for a customer who prefers manual billing
If automation rules have not yet been configured, you’ll see an option to set automation rules for all customers directly from this screen. (like in the below screenshot)
This makes it easy to move between account-level setup and individual customization.
Payment Automation (Per Customer)
For Payment Automation, customer-level control allows you to:
Enable or disable automatic charging for a specific customer
Keep global payment rules intact while handling exceptions
Switch a customer back to manual charging when needed
Note: Payment Automation rules (such as timing) are defined at the account level. The customer setting determines whether those rules apply to this customer.
Service Feedback Automation (Per Customer)
Service Feedback Automation can also be controlled per customer.
This is useful when:
A customer prefers not to receive feedback requests
You want to exclude a specific customer from automated follow-ups
You’re testing automation behavior with a subset of customers
Monitor Automation Activity
The Automations Activity view lets you:
See which automations have run
Check their current status (Success/Failed)
Quickly review the actions performed
This gives you clear visibility into what MioAssistant is doing and helps ensure everything is running as expected.
Best Practices
Start with automation rules defined for all customers
Use customer-level settings for special cases or exceptions
Review the Automations Activity view regularly, especially when first starting with automations.
Communicate with customers about timing of charges and notifications when needed.
Combine global rules with per-customer control for maximum flexibility
Most Commonly Asked Questions
Can I enable one automation but disable another for the same customer?
Yes. Each automation can be managed independently at the customer level.If I turn off an automation for a customer, does it affect others?
No. Customer-level settings apply only to that specific customer.Where do I change the automation rules themselves?
Automation rules are managed from Settings → Automations and apply globally.