Customer Group: Grouping Rule Management Guide

——Define and manage customer groups in groups based on different service businesses

Role of Customer Group: Grouping Rule Management Guide

● Create reusable customer grouping rules based on customer channel sources, customer tags, valid time, personalized param passing and other conditions to distinguish customer identities and trigger different functions or schemes for different customer groups;

● At present, the Customer Group: Grouping Rule Management has become a trigger condition for Bot One-round Question, Visitor Setting, Reception Scheme Setting, FAQ and Shortcut Menu.

Main Functions of Customer Group: Grouping Rule Management Guide

● Operation Path

Admin Console > Admin Center > Customer Group > Grouping Rule Management

● Customer Grouping Rule Management List

Manage the customer grouping rules for the entire company, view quoted times, and set whether the grouping rules are enabled

Figure 1: List of Customer Group: Grouping Rule Management

● Add customer grouping rules

Support creating different customer grouping rules based on channel sources, customer tags, valid time and API param passing

Figure 2: Add Customer Grouping Rules

Figure 3: Example of Customer Grouping Rules

● View and manage quotation relationship of customer grouping rules

If the customer grouping rule is quoted by functions such as Smart Response, Visitor Setting, Reception Scheme Setting, FAQ and Shortcut Menu, deleting or disabling the customer group will cause the association functions to be unavailable. View and manage it through the "Quotation Details" tab. Click on the specific「Quoted Content」copy to jump to the function edit status and directly adjust the grouping rule quotation.

Figure 4: View the Quotations of Customer Grouping Rules