Managing Assistant Rules
1
Access the Assistant Rules Form
Navigate to the phone number settings and open the Assistant Rules section.
2
Add a Rule
Click the “Add rule” button to create a new rule. You can choose to add the rule at the beginning or end of the list.
3
Configure Rule Conditions
Use the condition editor to specify criteria such as contact name, email, occupation, tags, message type, and more. You can combine multiple conditions using logical operators.
4
Select an Assistant
For each rule, select the assistant to be used when the conditions are met. Assistants are listed by name; if an assistant does not have a name, it will appear as “Unnamed Assistant.”
5
Save Changes
After configuring your rules and selecting assistants, save your changes. The system will automatically apply the rules to incoming conversations.
The example above shows how to link an assistant to a phone number. When user have “example” tag, the “Example Assistant” will be assigned to the conversation. If no rules match, the default assistant for the phone number will be used.
Rule Priority
Rules are evaluated in order. The first rule that matches the conversation will determine which assistant is assigned. You can reorder rules by adding them to the top or bottom of the list.Managing Rules
- Edit Conditions: Modify the conditions for each rule to fine-tune when an assistant should be used.
- Delete Rules: Remove rules that are no longer needed.
- Tags and Message Types: Use tags and message types to create more specific rules for your workflow.
This process helps ensure that conversations are routed to the most appropriate assistant, improving efficiency and user experience.