Create New Rule
Last updated
Last updated
The rule is essential when distributing tickets to agents. Agents only receive tickets after being included in that channel's rule.
Please refer to this page for further explanation of rule management.
This section describes how to run the live chat channel and how the customer message can be received as an incoming ticket 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.
Component Explanation:
| Name | Description |
|---|---|
Rule Name | Your new rule name to create. |
Max. Assignment | The maximum number of tickets can be assigned to the channel rule. |
When live chat 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 are successfully added, it will appear on available teams. You can configure priority and max assignment tickets that an agent can handle.
Remember to select the 'Rule Out Of Sync' button to activate your latest live chat channel rule updates.
Component Explanation:
| Name | Description |
|---|---|
Priority | To decide who will get ticket first in a channel. If you input much higher priority number, then your agent will have the highest priority on distribution tickets. |
Max Assignment | The maximum number of tickets that can be assigned per agent. This will apply to all agents within the rule. |
You will see a pop-up to add a new rule channel. Select the 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. Then, click 'Save'.
Add team members to the rule by clicking the 'Add' icon () after the rule channel is successfully created to receive an incoming message from the live chat account.
