Setting up conduct rules
Conduct rules are concrete guidelines for specific situations. You find them under Agent, on the Conduct rules tab.
Adding a rule
1
Open Conduct rules
Go to Agent, then Conduct rules.
2
Click Add rule
You create a new conduct rule.
3
Describe the situation and the desired behaviour
For example: 'If someone asks about the price, mention the starting rate and point them to a conversation for a custom quote.'
4
Save
The rule appears as a card. Click a card later to edit it.
Write rules concretely and avoid conflicting rules. The clearer the rule, the better the agent follows it.