How to Manage Auto Agent Rules

Auto Agent uses rules that are created within the Auto Agent Rules Engine to automate actions. This process involves automated callouts to third-party services. Auto Agent is located under the Workflow tab. Auto Agent rules are only run upon transactions held within the Suspect Order page. To utilize Auto Agent, it must be enabled on the Queue Options page.

Automatically Eliminating Transactions from the Suspect Orders Queue

Customer "A" holds all orders with different billing and shipping addresses for Review. The customer creates an Auto Agent rule that queries a third-party address verification service to check for a valid billing address, and a second rule to approve orders that contain valid billing addresses, thus eliminating from Suspect Orders all transactions with different billing and shipping addresses in which the billing address is valid.

Changing 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.
4. Click Save.

Changing Rule Action (Approve, Review, Escalate, or 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.
5. Click Save.

Adding 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.
4. Click Save.

Activating 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.