Erstellen Sie ein Regelwerk

Voraussetzungen

Die folgenden Berechtigungen:

  • Outbound > Ruleset > Add, Delete, Edit, and View permissions
  • Ausgehend > Kontaktliste > Suchen Erlaubnis
  • Routing > Warteschlange > Suche Genehmigung
  • Routing > Wrapupcode > Search permission

  1. Klicken Sie auf Admin.
  2. Klicken Sie unter „Ausgehend“ auf Regelverwaltung .
  3. Go to the Call Rule Sets tab, and then click Create New.
    Figure shows clicking Create New button for creating a set of call rules
  4. In the Call Rule Set Name box, type a descriptive name. Names can contain spaces, numbers, and special characters.
  5. Optionally, select a contact list and queue.
    If you intend to add only rules that evaluate the value of the telephone number, then you do not need to select a contact list. But in practice, it is common to create rules that evaluate the value of a contact list column, or that examine the type of phone number.
    Selecting a contact list allows the application to display column names and phone number types later, when you create rules. Your rules are then compatible with any contact list that contains the same columns. Similarly, if you intend to create wrap-up rules, select a queue so that the application can display a list of wrap-up codes associated with that queue.
    Figure shows the optional selections for a contact list and a queue
    If you do not make selections now, you can do so later.
  6. Save a new rule set before you add rules to it.
    • To save the rule set without defining rules now, click Save. The system adds the new rule set to the Call Rule Sets view. Later, you can edit the rule set and add rules to it.
    • To save the rule set and add rules now, click Save and Add Rules. The Add Call Rule page appears so that you can set the conditions and actions for a new rule. See Eine Rolle hinzufügen for procedural instructions.
      Notizen:
      • The Save and Add Rules button is disabled for users who have View and Add Rule Set permissions, but no permission to edit.
      • An error message appears if the new call rule set exceeds the maximum limit count of 1,000. Delete old or obsolete call rule sets as needed, and click Save again to complete the new call rule set configuration.

  1. Klicken Sie auf Admin.
  2. Klicken Sie unter „Ausgehend“ auf Regelverwaltung .
  3. Go to the Digital Rule Sets tab, and then click Create New.
    Figure shows clicking Create New button for creating a set of digital rules
  4. In the Digital Rule Set Name box, type a descriptive name. Names can contain spaces, numbers, and special characters.
  5. Optionally, select a contact list.
    If you intend to add only rules that evaluate the value of the phone number, then you do not need to select a contact list. But in practice, it is common to create rules that evaluate the value of a contact list column, or that examine the type of phone number.
    Selecting a contact list allows the application to display column names and phone number types later, when you create rules. Your rules are then compatible with any contact list that contains the same columns.Figure shows the optional selections for a contact list.
    If you do not make a selection now, you can do so later.
  6. Save a new rule set before you add rules to it.
    • To save the rule set without defining rules now, click Save. The system adds the new rule set to the Digital Rule Sets view. Later, you can edit the rule set and add rules to it.
    • To save the rule set and add rules now, click Save and Add Rules. The Add Digital Rule page appears so that you can set the conditions and actions for a new rule. See Eine Rolle hinzufügen for procedural instructions.
      Notizen:
      • The Save and Add Rules button is disabled for users who have View and Add Rule Set permissions, but no permission to edit.
      • An error message appears if the new digital rule set exceeds the maximum limit count of 1,000. Delete old or obsolete digital rule sets as needed, and click Save again to complete the new digital rule set configuration.