Set the signal rules
Decide which words in a call raise a signal such as an objection, a competitor or a buying signal.
Where to find it
AI agents › Conversation AI › Signal rules
Open this screen
Steps
- Open AI agents › Conversation AI and scroll to Signal rules.
- Type a Label, choose the Type, and enter Japanese terms (comma separated) and/or English terms (comma separated).
- Press Add.
- To change a rule, press Edit, adjust Label, terms, Severity and Active, and press Save.
- Press Rescan transcripts at the top to apply the rules to past calls.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Label | The signal’s name, for example Contract question. | — |
| Type | Objection, Competitor, Buying signal, Risk or Keyword. | Keyword |
| Japanese terms (comma separated) | Matched ignoring full- and half-width, katakana or hiragana, and spacing. A term followed by a negation in the same clause does not fire. | — |
| English terms (comma separated) | Matched against every transcript. | — |
| Severity | Info, Warning or Critical. | Info |
| Active | Untick to stop the rule matching. | On |
Troubleshooting
“A label and at least one term are required”
Fill in the Label and at least one Japanese or English term.
Tips
- Platform default rules can be turned off or customised for your organisation only; your changes do not affect anyone else.
Good to know
- Only managers can add or edit rules.