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By clicking on the "Add Business Rule" button (upper right corner of the Business Rule list), Sagicc will take you to the form to add a new Business Rule on the platform, where you will need to complete the required fields.
Once on the form to add a new Business Rule, the information will be requested in several sections. In the first section, the following information will be requested:
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Name: Name of the Business Rule.
Description: It is the objective or purpose of the new Business Rule. It is informative.
Campaign: Select one or more campaigns for which the Business Rule will be applied.
Rule Type: Select Trigger “Trigger” if you want the Business Rule to execute actions immediately after the creation or update of a ticket or task (you can decide under which event the rule will execute in the next field). Select Automation “Automation” if you want the Business Rule to execute actions at a specific time after the ticket has been updated (every hour).
Trigger when: This option is only visible if the rule type is Trigger “Trigger”. Here you can specify the event for which the rule will execute:
When a ticket is created
When a ticket is updated
When a task is created
In the second section, you can add the conditions of the Business Rule. You must add one or more conditions that must be met for the rule and its actions to execute. These conditions are related to fields or properties of the ticket, customer, task, surveys, and interactions in Sagicc.
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ENTITY | PROPERTIES |
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Ticket |
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Customer |
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Timers |
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Survey |
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SLA |
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Task |
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