How to Manage Auto Agent Rules

When managing rules and rule sets, remember to click Save after making any of the following changes. Update the name of the rule set after making changes, as necessary.

Change Rule Status (Enable, Disable, or Delete)

1. Click Workflow, and then select Rules.
2. Select one or more rules in the rule set, and then click the Choose drop-down menu.
3. Select the desired action, and then confirm the selection by clicking the corresponding button that displays.

Change Rule Action (Approve, Review, Escalate, Decline)

1. Click Workflow, and then select Rules.
2. Select one or more rules in the rule set, and then click the Choose drop-down menu.
3. Select Change Action, and then select the desired action from the second drop-down that displays.
4. Confirm the selection by clicking the corresponding button that displays.

Add a Rule to a Group

This function is only available if one or more rule groups have been created within a rule set.

1. Click Workflow, and then select Rules.
2. Select one or more rules in the rule set, and then click Move to Group.
3. Select the desired group from the drop-down that displays, and then click Move.

Activate a Rule Set

If the Rule Set Details in the sidebar indicate that a rule set is not active, click Activate Rule Set under Rule Set Actions.