Workflow: Create an Automated QM rule

Create an Automated QM rule to enable Quality Bot to perform automated evaluations on voice and text interactions.

Before you begin 

To create an Automated QM rule you must be assigned the Create Automated QM Rules privilege.

Workflow 

1. Set the Automated QM rule attributes

   Set the Automated QM rule's name, description, and priority.

2. Define settings for an Automated QM rule

   Add Automated QM for Voice or Automated QM for Text as an action to the rule and define the action's settings.

3. Define conditions for an Automated QM rule

   Define conditions for Automated QM rules to ensure that the rule's action is only performed on interactions that meet the rule's conditions.

Related topics 

Automated QM rules