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Routing rules

Our routing engine allows you to direct conversations from all your channels (Chat, Call, Video, Twitter, Facebook, Messenger, Instagram, Text Messages) according to their targeting rules, to one or more routing rules, which are themselves associated with one or more routing groups.

⚠️  All the targeting rules activated must be associated with a routing rule.
⚠️  A targeting rule can only be associated with one routing rule.   
  

 Follow the instructions below to create a routing rule: 

  1. Go to the "Distribution" tab
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  1. You can start creating your routing rule:
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  1. Give a name to your rule 
⚠️  We advise you to give an explicit and understandable name to your rule. This way, you will be able to identify your rule in a routing group in the list of routing groups created and in report chartsIf you choose to allow your agents to transfer a conversation to this rule, this name will appear in the transfer window displayed on their conversation panel!

 

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  1. Select one or more targeting rules and add them to your routing rule

    Select the engagement rule(s) you have just created in your campaign. You just need to select them line by line clicking on each engagement rule you would like to distribute to your agents. 
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  1. Select a routing mode, routing groups and add them to your routing rule 

    Choose the way you would like to distribute your conversations and to which group(s) of respondents you wish to distribute them.
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Determine the conversation queues' thresholds before saving your settings.
  • 0 to engage visitors only if your agents are available to receive conversations in real-time.
  • superior to 0 to engage visitors even if your agents are not available to provide visitors with real-time support. If you choose this option, you must have previously created the notification button associated with this rule from the Builder, and the new Messenger (chat box).
You must enter an integer to be able to save the rule! 

      6. Allow or not your agents to transfer conversations to this rule

By activating the button below, you authorise your agents to transfer conversations with visitors to this routing rule.  

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The display of a limited number of routing rules only applies to agents. All routing rules will always be displayed in the administrator interface.

  

  1. Save your settings
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