Alerts Rules tab

AI-generated summary

. The Alert Rules view includes multiple functional capabilities to support efficient rule management. Users can search for rules by name, refresh the view to reflect current data, apply filters to sort rules by enabled or disabled status, and reset filters to clear applied selections. Row-level actions allow users to enable or disable alerts for scheduled notifications, copy existing rules for application to different customers, and delete rules through checkbox selection. The interface displays four primary columns—Rule (name), Definition (description with expandable details for complex rules), Status (indicating alert state visually in red or green), and Enabled (showing whether the rule is active)—with an additional Pick Columns icon that enables users to customize displayed columns and sort rules alphabetically according to their preferences. The system supports ongoing improvement through integrated feedback mechanisms that allow users to report issues such as inaccurate or outdated content, or to provide positive feedback regarding article clarity and usefulness. Users can specify their role (Agent, Administrator, Developer/Engineer, Partner, Supervisor, or Support) when submitting feedback, which requires acknowledgment of the Genesys Cloud privacy policy. Related documentation encompasses broader alert administration tasks including managing the Alerts Inbox, creating and editing alert rules, enabling or disabling rules, copying rules, editing rule sets, and configuring Genesys Agent Copilot rules.

Prerequisites

The following permissions:

Alerting > Rule > Viewpermission
Alerting > Rule > Add permission
Alerting > Rule > Edit permission

The Alert Rules workspace lists the rules that you define. You can create new alert rules, view, modify, or delete existing alert rules. Only you can view the defined alert rules. These rules are unavailable at the organizational level.

Note: Only the user who created the alert rule can view, edit, and delete the alert rule. Other organization users cannot view, edit, or delete the alert rule.

Alert Rules view

The following table describes the icons displayed in the Alert Rules view.

Action	Description
Search icon	Search by alert rule name. To search for an alert rule, click the search icon. In the Search for alert rules box, enter your search criteria.
Refresh icon	Refresh the rules view.
Toggle filters panel icon	Apply filters to the rules. Also, you can filter by enabled or disabled.
Reset view to defaults icon	Reset the view by clearing all filters or search criteria applied.
Add icon	View the Add New Alert Rule section. For information about creating a rule, see Create an alert rule.

Additional options in the Alert Rules view

This table describes the row icons that appear when you click More at the end of every rule.

Icon	Description
Enable/disable rule	Enable or disable alerts for a rule. You can keep a rule you created earlier and can decide when to send out alerts notifications for it for a particular time frame. When you enable a rule, the intended recipient receives the alert based on the rules. To enable or disable, select the required rule and click the enable/disable rule button.
Copy alert rule	Copy an existing rule. You can copy an existing rule to apply it to a different customer. When you select this option, another rule with a copy suffix is added to the list, which you can edit further as required. To copy an alert rule, select the required rule and click the copy button.
Delete alert rule	Select and delete a rule from the system. Each rule has a corresponding checkbox present on the left side of the rule. You can individually select a rule or select all rules. To delete an alert rule, select the required rule and click the delete button.

Alert Rules columns

The following table provides descriptions of the columns displayed in the Alert Rules view.

Column	Description
Rule	The name of the alert rule.
Definition	A brief description of the rule. If your rule is complex, an arrow appears at the start of the definition. To expand and view the corresponding details, click the arrow. Also, if you have divisional access to an entity, then click the entity to view the corresponding performance view.
Status	Displays whether the rule is in alert status. If the rule is in alert, then the icon appears in red. When the alert is not in use, then it appears in green. The status resets in regular intervals.
Enabled	Indicates whether the rule is enabled or disabled. To enable or disable the alert rule, click More next to each alert rule. You can also click the corresponding icons to copy or delete the alert rule.
Pick columns icon	Displays the Table Columns section, in which you can sort the rules in alphabetical order. In the Alert Rules view, select the columns that you want to view.

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