Rules engine

Customize specific actions that occur when certain conditions are met using the rules engine.

• Create a rule
  Set up a rule that automates an action when a specified condition is fulfilled.
• Create a Custom Action
  Set up a custom action in the rules engine to automate calling APIs and update systems of record ensuring customer information is kept relevant.
• Custom action settings
  Set up a custom action to call an API endpoint and retrieve important data to integrate it with CX.
• Create an email action
  After certain conditions are met, send an automated email for a closed-loop customer experience.
• Limit rule actions
  Set limits in the rules engine to prevent surveys being sent too many times.
• Create a Salesforce case action
  An automated Salesforce case creation action can be performed after certain conditions are met for a closed-loop customer experience.
• Create a Slack message action
  An automatic Slack message is created when the conditions of a rule are triggered.
• Create an Alida Case action
  Create an Alida Case action in the rule engine and follow-up with customers within CX.
• Duplicate a rule
  Duplicate an existing rule and use it as a template to create a new rule.
• Delete a rule
  Remove an existing rule that provides no more value to your CX experience.
• Supported questions in the rules engine
  Refer to this topic to find a list of supported questions in the rules engine's survey selection.
• Insert data source variables into your action
  Pipe in data from different data sources to your action.
• Insert organizational hierarchy variables into your action
  Pipe in data from an organizational hierarchy to your action.

Parent topic: Actions