How do I edit an existing Signal?
Follow these steps to edit Signals:
- Log in to the CRM.
- Click User Menu.
- Click Settings. The Settings page opens.
- Go to Extension.
- Click Calculus. The Calculus AI page opens.
- Go to Signals.
- Click Edit. The Key Signals page opens.
- Enter or select the following information:
- Signal Name: Enter a name to identify the signal.
- Keywords: Define keywords or phrases using AND, OR, and NOT conditions.
- Channels: Select the channel where the signal should be applied.
- Sentiment: Choose the sentiment of the message to trigger the signal.
- Category: Select the category that best describes the signal.
- Who Said It?: Specify whether the message is from a customer, agent, or any.
- Suggestions: Select which suggestion to display, such as a document, email template, etc.
- Suggestion Text: Enter the predefined reply shown in the reply mail box.
- Click Save.