Working with FA Rules
The Rules tab on the Genesys Frontline Advisor (FA) administration page enables you to define the conditions that will continuously monitor the agents’ statistics, such as short calling. An alert is issued if the conditions of a rule are met. The Frontline Advisor standard installation provides default values; however, you should review and change them to meet the goals of your enterprise. All rules are disabled by default.
You can modify rules values (subject to your access permissions) at the group level and agent level. To modify values for a higher level in the hierarchy, you must select the level in the hierarchy. An agent rule takes precedence over the group rule. A group rule takes precedence over the top-level rule. Rules evaluate and trigger on agent metrics, but not for group metrics.
If you have access to the Rules tab, but you have only Read access permission, then you cannot modify the rules (the Edit button is disabled). If the Administrator gives you Change or Full Control permission, the Edit button is enabled and you can modify the rules.
To distinguish between the inherited values and overridden values, overridden values display in boldface and are italicized.
You must select a node in the hierarchy to display data in the Rules tab. The figure, "Rules tab", shows an example of the Rules tab. Click the image to enlarge it.
Each rule can include the following:
- Rule descriptor—a fixed text that describes the rule; for example, “Set of agents has”.
- Rule operator—less than (<), greater than (>).
- Rule operator value—only non-negative integers are allowed. No letters or blank spaces are allowed.
- Filter descriptor—fixed text that describes the filter, for example, “Calls handled which are”.
- Rule filter operator—less than (<), greater than (>).
- Rule filter value—only non-negative integers are allowed.
- Time Interval—the frequency in which the rule evaluates the metrics. The default value is 20.
- Description—a description of the rule that will display in the Alert Details section when an alert is triggered. The text field allows up to 256 characters.
If an invalid value is entered, an alert message box displays when you press the Save button.
Resetting Rule Constraint Values
Once a constraint has been overridden, it is possible to “reset” the constraint to the inherited values. This effectively removes the override from the system. At any given node in the hierarchy (apart from the top-level node), the Reset option is available for all constraints that are overridden at that node. Checking this option and clicking Save results in the inherited values for this threshold being used at this node and its descendants (unless overridden elsewhere). Choosing to reset an overridden constraint takes precedence over any edits made to the other fields; these changes are lost when the constraint is reset. A value is reset to the value of the closest ancestor in the tree that has an override or the global default if there are no overrides higher in the tree.
When you make a change to the rules settings, the changes are made on the configured Advisors Genesys Adapters. If you cannot save changes to rule settings, check the adapter deployments for any potential issues. If the configured adapters are not live, or if there is some other issue on the adapters, it blocks your ability to save changes in rule settings.