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The Rules Wizard provides a user interface for the Agent Rules Plug-in, the component Agent uses to convert call events into events for to the Rules Plug-in.

The Rules Wizard allows you to create and manage the rules that automatically perform actions on call events that meet certain criteria. For example, you can configure a rule to deflect calls from a specific CLI to voicemail, or create automatic screen pops of information.

This rule functionality is similar to the email rules capability in Microsoft Outlook.

Essentially, a rule fits into a simple statement; when a certain event occurs and a call property matches this value, do this action then either continue rules processing, jump to another rule or stop.

You can create multiple rules for each call event. The Agent Rules Plug-in processes them in the order in which they appear in the Rules Wizard interface. Once a match is found, that action is taken and no further rules are processed. You can change the processing order at any time.

 


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