Create rules to automate tasks in Connect Customer

A rule is an action that Connect Customer automatically performs, based on conditions you specify. Contact center managers, supervisors and QA analysts can quickly create rules from the Connect Customer console. No coding is required.

More information

To create and manage rules programmatically, see Rules actions and the Connect Customer Rules Function language in the Connect Customer API Reference Guide.
Add real-time alerts to Contact Lens for supervisors based on keywords and phrases in a call
Automatically categorize contacts by matching conversations with natural language statements, or specific words and phrases
Create a rule that generates a task
Create a rule that generates an EventBridge event
Create rules that send email notifications
Notify supervisors and agents about performance evaluations
Create alerts on real-time metrics in Connect Customer
Create rules that generate tasks for third-party integrations in Connect Customer

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Document Conventions

Disconnect Connect Customer from a third-party connection

Create rules for third-party integrations