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Maintain routing rules in bulk

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Admins, makers, marketers, or analysts, automatically - - Apr 18, 2025

Business value

Often, businesses require common rules across various lines of business queues and workstreams. To configure these common rules, administrators must go through each queue and manually create a ruleset and add rules. A repeat of this step for each queue, which can be in the hundreds, ends up taking hours to complete. A template for the ruleset simplifies the process by allowing administrators to create templates for common routing rulesets and apply them in queues and workstreams, thus saving hours of work.

Feature details

Create templated rulesets for routing configurations like prioritization, assignment, and work classification rulesets. Apply these ruleset templates when you create prioritization, assignment, and work classification rulesets in a queue or workstream. In one go, administrators can manage templated ruleset configurations globally from one place and publish updates to all queues and workstreams where the ruleset is applied.

Additional resources

Manage template rulesets (docs)