Create or modify an Agent Efficiency determination rule

task brazil Updated Sep 10, 2026 1 min read create-or-modify-agent-efficiency-determination-rule.md
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Create or modify an Agent Efficiency determination rule for work order tasks.

Before you begin

Role required: wm_admin, wm_dispatcher

About this task

An Agent Efficiency determination rule automatically assigns Agent Efficiency criteria to a qualified work order task. Intelligent Task Recommendation uses Agent Efficiency determination rules to recommend the best-suited tasks for an agent.

Procedure

  1. Navigate to All > Agent Efficiency > Agent Efficiency Determination Rules.

  2. Create or modify a determination rule.

    • To create a new rule, select New.
    • To modify a rule, select its name.
  3. On the form, fill in or modify the fields.

Field

Description

Name

Name of the rule.

Application

Application to which the rule applies. This field is automatically set to Global and cannot be modified.

Type

The type of the determination rule.- Simple: A simple determination rule using one or more filter conditions.

  • Advanced: A determination rule that uses a script.

Active

Activates the determination rule.

Source table

The table to which this determination rule applies.

Order

The priority for the determination rule. Determination rules with lower order values are applied first.

Condition

One or more conditions to determine the work order tasks to which this determination rule applies.Note: This field appears only when Type is selected from Simple.

Agent efficiency criteria

The Agent Efficiency criterion to which the determination rule applies.Note: This field appears only when Type is selected from Simple.

Script

A script to define the determination rule details.Note: This field appears only when Type is selected from Advanced.

4. Select **Submit**.

Result

The determination rule is created.

What to do next

Assign an Agent Efficiency value to agents

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