Rules > Routing Rules
Routing Rules allow you to assign incoming messages to the right team member or team. Make sure that specific questions are answered by a team member with the right skillset.
Functionalities / need to know
- Routing Rules can be created for WebChat or Calling.
- A Routing Rule consists of condition(s) (which are the main argument), actions and fallback (conditions).
- Manage and define tags (skills) of your agents in the User Management.
- Use Routing Rules within Flows
Your first Routing Rule
To create your first Routing Rule click
+ New Routing Rule. As a first step, make sure you give your rule a descriptive name.
Choose for what channel the rule shall be applicable: WebChat or Calling.
By clicking the
Conditions element, the conditions configuration opens. There you find following condition types:
|URL||Where did the custumer trigger the communication?|
|No answer for||For how long has the customer not received an answer?|
|Opening Hours||Does the request happen during opening hours?|
If the condition is matched, you can route the message/customer to the right agent, and/or send a System Message to bridge the conversation.
Firstly, set who you want to route the message to:
|User||A specific user.|
|Team||A specific team.|
|Tag (Skill)||A user with a specific Tag.|
Secondly, define the required state of your agent:
|Available||A user, team member or user with tag is not in a chat conversation yet.|
|Online||A user, team member or user with tag is online.|
|Any||Any user, team member or user with tag - no matter their state.|
System messages are re-usable and can be used to:
- inform the customer about being routed to an agent
- bridge the conversation while the customer is waiting for the agent
- inform the customer that currently no agent is available (e.g. due to opening times etc.)
If your set out Conditions do not match, no action will be triggered. To ensure an action, you can define fallback conditions that trigger new actions.
Routing Rules Overview
In the Routing Rule menu/overview you will find a list of created rules. Here you can create, search for, update and de/activate them.