Workflow configuration in Zoho Voice supports extended integration with any legitimate services available with the assistance of Deluge, Zoho's online scripting language.
Rules define the trigger type for a service connection and configure the call or SMS event that initiates the connection in the workflow rule. Conditions narrowing down a broader data set are also defined here, that can be associated with functions.
Setup Criteria | |
Criteria Group | Collection of criteria, comparators, and match level. Each group can have only a limited criteria based on the module type selected. Multiple criteria groups can exist for a workflow rule. |
Match Level | All: When this option is selected, all criteria within the group must be met for the filter to be activated. This is equivalent to using the AND operator. Any: When this option is selected, only one criterion needs to be met for the filter to be activated. This is equivalent to using the OR operator. |
Criteria Comparators | Predefined parameters that help define the value for the criteria. |
Assign Functions | |
Function select | Only functions matching the module type of the workflow rule can be selected. |
Note: One Rule can have multiple conditions associated with it. One condition can have up to five functions assigned.
Scenario: For a call module, when you want the workflow to be triggered only for Agent A, as well as for all the missed calls by some agents that include Agent A in the group, you can leverage multiple criteria groups. One group can be configured for agent-based criteria, while the other group can be configured for call-based criteria to ensure the workflow is triggered for either of the cases.
How Criteria Groups and Match Levels work?
Single Criterion: If there is only one criteria in the group, the match level does not affect the filtering process.
Multiple Criteria: When multiple criteria exist, the match level determines how these criteria are combined:
All: All criteria must be true for the filter to be activated.
Any: At least one criteria must be true for the filter to be activated.
Example
Scenario: You have a criteria group with three criteria:
Caller ID: Matches the number "1234567890"
Call Duration: Greater than 5 minutes
Call Time: Between 9 AM and 5 PM
Match Level: All If a call meets all three criteria (Caller ID, Duration, and Time), it will be included in the filter results.
Match Level: Any If a call meets any one of the criteria (Caller ID, Duration, or Time), it will be included in the filter results.
Note: Once a function is assigned, changing the module type of the rule removes the conditions assigned to the rule, thereby removing the functions associated with the condition.
A rule can be deleted or edited. After creating it, the default status of the rule will be active. Disabling a rule will keep the rule inactive and will not be deleted.
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