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 Workflow. Auto Agent rules are only run on transactions held within the Suspect Order page. To utilize Auto Agent, you must enable it on the Queue Options page.
As an example, a customer might hold 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. Then, they create a second rule to approve orders that contain valid billing addresses. These rules then eliminate all transactions with different billing and shipping addresses in which the billing address is valid from Suspect Orders.
Note
When managing rules and rule sets, select Save after making any of the following changes. Update the name of the rule set after making changes.
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Select Workflow, then select Rules.
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Select one or more rules in the rule set, then select the Choose drop-down menu.
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Select Enable, Disable, or Delete, then select the corresponding button that displays.
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Select Save.
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Select Workflow, then select Rules.
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Select one or more rules in the rule set, then select the Choose drop-down.
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Select the Change Action drop-down, then select Approve, Review, Escalate, or Decline from the second drop-down that displays.
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Select the Change Action button that displays.
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Select Save.
This function is only available if one or more rule groups have been created in a rule set.
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Select Workflow, then select Rules.
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Select one or more rules in the rule set, then select Move to Group.
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Select the desired group, then select Move.
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Select Save.
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