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Add a rule that configures conditions and actions for call rules and digital rules. The system evaluates call rules before pre-call and after wrap-up for calls, and it evaluates digital rules before pre-contact and after post-contact for messages.
| Call Analysis | Available in wrap-up rule conditions only. This condition allows you to perform an action when call analysis detects a busy signal, answering machine, live person, or when no one answers the call. For example, you can set the rule action to schedule a callback in 10 minutes if a line is busy. The Disposition box allows you to select Busy, Machine, No Answer, or Person. In special cases, you can type a free-form call analysis condition instead. For example, type |
| Contact List Column | Available in pre-call or wrap-up rule conditions. Use Contact List Column to compare any column in the contact record to a fixed value. If you are using the Relative Time comparator, see Date-time formats for call rules. |
| Contact Property | Available in pre-call or wrap-up rule conditions. Contact Property has two conditions:
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| Data Action | Data Action configures a pre-call or wrap-up rule condition to evaluate the result of a data action. To set up this type of rule condition, select a predefined data action, configure the input data that the action requires, and tell the rule how to evaluate the information returned by the action. Using data action rule conditions, a rule can evaluate data returned from the Genesys Cloud Public API, Salesforce, Zendesk, or external REST API endpoints. As data action rule conditions take a few steps to set up, this condition type is more fully discussed in the topic Use a digital rule to evaluate information from a data action. For more information, see Data actions in the About integrations article. Note: Data actions are not supported for post-contact Outbound digital rule conditions. Use event triggers for post-contact digital interactions in Outbound digital campaigns. For more information, see Overview of triggers. |
| Phone Number | Available in pre-call or wrap-up rule conditions. Compares the contact’s phone number type with a specific phone number type, such as home, cell, or work. |
| System Disposition | Available in wrap-up rule conditions only. System Disposition allows you to write rule actions for outbound campaign attempts that did not make it to an agent. For example, you can select the Disposition wrap-up code for a call that timed out, and then set an action to schedule a callback in 10 minutes. Multiple wrap-up codes can be selected. Available wrap-up codes are:
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| Time and Date | Available in pre-call or wrap-up rule conditions. Use this condition to specify an interval or a point in time when the rule must apply. The time and date you set is relative to the timezone set at the condition level. By default, Genesys Cloud mirrors the web browser timezone. You can change this default setting to a different timezone of your choice. Build each condition using one or more sub conditions of a specific type. You can configure a maximum of 10 time and date conditions per rule and 10 sub conditions per condition. Note: Before you build the call rules with the time and date condition, make sure you review the best practices for time and date condition in rule building.
The following types of sub conditions and comparators are available:
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| Wrap-up Code | Available in wrap-up rule conditions only. Wrap-up Code compares the wrap-up code assigned after the call ended, to a user-entered wrap-up code. Multiple wrap-up codes can be selected. For more information, see Wrap-up codes assigned by outbound dialing. |
| Contact Address | Available in pre-contact and post-contact rule conditions. Use Contact Address to compare the address in the contact record to a fixed value. |
| Contact Address Type | Available in pre-contact and post-contact rule conditions. Use Contact Address Type to compare the type of address to a fixed value. |
| Contact Column | Available in pre-contact and post-contact rule conditions. Use Contact Column to compare any column in the contact record to a fixed value. If you are using the Relative Time comparator, see Date and time formats for digital rules |
| Data Action | Data Action configures a pre-contact rule condition to evaluate the result of a data action. To set up this type of rule condition, select a predefined data action, configure the input data that the action requires, and tell the rule how to evaluate information returned by the action. Using data action rule conditions, a rule can evaluate data returned from the Genesys Cloud Public API, Salesforce, Zendesk, or external REST API endpoints. As data action rule conditions take a few steps to set up, this condition type is more fully discussed in the topic Use a digital rule to evaluate information from a data action. For more information, see Data actions in the About integrations article. Note: If you configure a rule with Data Action conditions, it may impact messaging pace. |
| Last Attempt by Column | Available in pre-contact rule conditions. Last Attempt by Column allows you to compare, by media type, any column in the contact record to a Relative Time value (number of days, hours, and minutes in the past). |
| Last Attempt Overall | Available in pre-contact rule conditions. Last Attempt Overall allows you to compare, by media type, the last time that the system attempted to send a message to a Relative Time value (number of days, hours, and minutes in the past). |
| Last Result by Column | Available in pre-contact and post-contact rule conditions. Last Result by Column allows you to compare, by media type, any column in the contact record to a user-entered wrap-up code. Users can select multiple wrap-up codes. |
| Last Result Overall | Available in pre-contact and post-contact rule conditions. Last Result Overall allows you to compare, by media type, the last queue wrap-up code result to a user-entered wrap-up code. Users can select multiple wrap-up codes. |
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