Create New Rule
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This section describes how to run the Instagram Business channel and how the customer comments and direct messages can be incoming as tickets to the Inbox tab agent by doing the following steps:
To create a new rule channel, go to the Customer Service menu and click the Rule Management menu. Then you will see the Rule Management page, on the top right section click the '+New Rule' button, as shown below.
You will see a pop-up to add a new rule channel, select the Instagram business channel by clicking the 'Add Channel' icon (), and then you will be asked to enter the rule name and max. assignment ticket on the channel.
Component Explanation:
Name | Description |
---|---|
Rule Name | The name of the channel rule to create. |
Max. Assignment | The amount tickets are assigned to the channel rule. |
When Instagram business channel rule has been added successfully, you will see the rule in the list of rule management as shown in the image below.
When team members successfully added, it will appear on available teams. You can configure priority and max. assignment ticket that can be entered or handled by an agent.
Remember to select the 'Rule Out Of Sync' button to activate all of your latest recent Instagram business channel rule updates.
Component Explanation:
Name | Description |
---|---|
Priority | To decide who will get chats first in a channel. |
Max. Assignment | The amount tickets assigned or handled by the users. |
After the rule channel is successfully created, to be able to receive incoming comments and direct messages from Instagram business, add team members to the rule by clicking the 'Add' icon ().