Create a set of call rules
The following permissions:
- Outbound > Ruleset > Add
- Outbound > Ruleset > Delete
- Outbound > Ruleset > Edit
- Outbound > Ruleset> View
- Outbound > Contactlist> Search
- Routing > Queue> Search
- Routing > Wrapupcode> Search
- Click Admin.
- Under Outbound Dialing, click Rule Management.
- Click the Call Rule Sets tab.
Click Create New.
In the Call Rule Set Name box, type a descriptive name . Names can contain spaces, numbers, and special characters.
(Optional) Select a contact list and queue.
If you intend to add only rules that evaluate the value of the telephone number, then you do not need to select a contact list. But in practice, it is common to create rules that evaluate the value of a contact list column, or that examine the type of phone number.
Selecting a contact list allows the application to display column names and phone number types later, when you create rules. Afterward, your rules are compatible with any contact list that contains the same columns.
Likewise, if you intend to create wrap-up rules, select a queue so that the application can display a list of wrap-up codes associated with that queue.
If you do not make optional selections now, you can do so later.
Save a new rule set before you add rules to it:
Otherwise, click Save and Add Rules. The Add Call Rule page appears so that you can set the conditions and actions for a new rule. See Add a call rule for procedural instructions.Note: The Save and Add Rules button is disabled for users who have View and Add Rule Set permissions, but no permission to edit.Note: An error message appears if the new call rule set exceeds the maximum limit count of 1000. Delete old or obsolete call rule sets as needed and click Save again to complete the new call rule set configuration.