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Step by Step Instructions

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(1)Log in to your Cloudfon CX.

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(2)From the left navigation menu, go to InboxSettings > Routing Rules.

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(3)If you choose to Route tickets to a specific department or agent, do the following:

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a. Choose a Chat Queue as the default assignee with a priority level.

Note: The priority of the ticket is displayed on the Agent Console. By default, a ticket is assigned with a Normal priority.

b. Click 'Save'.

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(4)If you choose to Route tickets based on custom rules, do the following:

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a. Click Add Item to access custom rules. On the New Rule drawer, define the rule parameters for ticket routing.

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Note: The priority of the ticket is displayed on the Agent Console. By default, a ticket is assigned with a Normal priority.

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(5)A new custom rule has been created. You can create and manage additional routing rules. Notice that you can set the order of precedence for the routing rules.

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(6)If a ticket fails to be routed based on any custom rules, you can assign them to a default queue.

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(7)Click Save.
Congratulations, you have successfully created new routing rules. It will be automatically routed to the queues you choose.