**In Beta - Coming Soon to All Maverick Rules & Alerts**
How to Set Up Auto-Nudging
When you select 'Create New Rule,' a simple four-step workflow will guide you through the setup.
Here is how to enable your automation:
1. Define the Rule & Message
Create Your Trigger: Set up your rule category, title, and criteria as usual.
Save a Custom Message: You can now save a Custom Message within the rule. This message will be used for every auto-nudge and will also be saved for any manual nudges you perform, saving you from repetitive typing.
2. Enable & Filter Auto-Nudge
Toggle On: Auto-nudge is disabled by default. Toggle it to On to see the settings.
Apply Filters: You don't have to nudge everyone. You can filter the automation to only apply to specific Sources, Lead Types, Groups, or individual Agents.
3. Choose Your Schedule
You have two options for how frequently the system checks for breached leads:
Option | How it Works |
Days of the Week | Select specific days (e.g., Mon, Wed, Fri) and a specific time (e.g., 9:00 AM) for nudges to go out. |
Since Past Due | Sets a frequency based on when the rule was breached (e.g., every 1 day, 2 days, etc.) at a set time. |
Note on Timing: If a lead breaches a rule at 12:30 PM, but your auto-nudge is set for 9:00 AM daily, that lead will not receive its first nudge until 9:00 AM the following day.
4. Maximum Nudges
You can set a limit on how many times a lead is nudged (e.g., "Stop nudging after 5 attempts").
Please Note: We suggest leaving the maximum nudge limit empty for now. This keeps follow-ups active for all breached leads until the issue is cleared or until our Automated Reassignment feature becomes available.
5. Review & Publish
The final step recaps your rule and auto-nudge schedule. Once you hit Publish, the rule will appear under your chosen category.
Managing Existing Rules
You can easily add automation to rules you’ve already created. To update an existing rule:
Navigate to the Rule you would like to add an Auto Nudge to.
Edit: Click "Edit" on any existing rule and navigate to the Auto-Nudge tab.
You will then follow the same steps used for new rules (Enable/Filter, Set Schedule, and Max Nudges) to customize your automation.
Review & Save: Complete the final step by clicking Publish Rule to save your changes.
What’s Coming Next?
This is just the beginning of our automation suite. Soon, you will be able to set up Auto-Reassignment, which will allow the system to automatically move a lead to a new agent if the maximum number of nudges is reached without a response. This is expected by March 2026!