Workflow: Create an Interaction Analytics Export rule

Create an Interaction Analytics export rule to export transcriptions in bulk so they can be analyzed in external applications.

Transcriptions of interactions that match the rule's conditions are automatically exported in JSON format to a specified secure FTP site or a shared folder on a network server.

Before you begin 

To create an Interaction Analytics Export rule you must be assigned the Create Interaction Analytics Rules privilege.

Workflow 

  1. Set the Interaction Analytics Export rule attributes

    Set the Interaction Analytics Export rule's name, description, and priority.

  2. Define settings for an Interaction Analytics Export rule

    Add Interaction Analytics Export as an action to the rule and define the action's settings.

  3. Define conditions for an Interaction Analytics Export rule

    Define conditions for Interaction Analytics Export rules to ensure that the rule's action is only performed on interactions that meet the rule's conditions.

Interaction Analytics Export rules