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Keep in mind that, by default, only users with the "Administrator" role can manage the platform's business rules, and it is possible to add as many business rules as needed.

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.

businessrules1.jpgImage Removedbusinessrules7.jpgImage Added

 

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:

...

  • Column: Name of the field or property that will be evaluated. Refer to the list of all available columns below.

  • Operator: It is the comparator with which the “Column” will be evaluated.

  • Value: It is the value with which the selected “Column” value will be compared.

...

COLUMNAS DISPONIBLES

ENTITY

PROPERTIES

Ticket

  • Ticket

  • Ticket Type

  • Description

  • Status

  • Priority

  • Next Management

  • Type of Origin Channel

  • Creation Date

  • Update Date

  • Last Interaction Direction

  • Last Interaction Channel

  • Last Interaction Generated By

  • Rating

Customer

  • Document Type

  • Document Number

  • First Last Name

  • Second Last Name

  • First Name

  • Second Name

  • Date of Birth

  • Gender

  • Labels

Task

  • Observations

  • Next Management DateCampaign form fields

Timers

  • Hours since created

  • Hours since opened

  • Hours since transferred

  • Hours since escalated

  • Hours since closed

  • Hours since last agent interaction

  • Hours since last customer interaction

  • Hours since last task

  • Day Time

  • Day of the Week

Survey

  • Response Date

  • Hours since link creation

  • Link Creation Date

  • Link Update Date

  • Creation Date

  • Update Date

SLA

  • Metric Compliance

Tasks Fields

When selecting a specific campaign for the Business Rule, the fields from the campaign's management form that are of type list or selection will be displayed as available columns.

Account Fields

When selecting a specific campaign, the fields or additional data of the accounts associated with the campaign will be displayed as available columns.

...