Action Rules - TeamViewer Support
<main> <article class="userContent"> <p>Navigation path: <code class="code codeInline" spellcheck="false" tabindex="0">Rules > Action Rules</code></p><h2 data-id="summary">Summary</h2><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg/css_action-rules.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg/css_action-rules.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><h3 data-id="purpose">Purpose</h3><p><em>Action Rules</em> allow you to manage the visibility of your WebChat and allow you to initiate a conversation with a visitor at the right time.</p><h3 data-id="functionalities-need-to-know">Functionalities / need to know</h3><p>An <em>Action Rule</em> consists of one or more rules. There are two types of <em>Action Rules</em>: WebChat and Analytics. Each rule is described by a ConditionType. The <em>Action Rule</em> triggers an action. Comprehensively, here the structure of <em>Action Rules</em>:</p><ul><li>Action Rule<ul><li>Rule 1 (RuleType)<ul><li>Condition (ConditionType)</li></ul></li><li>Rule 2</li><li>...</li><li>Action (ActionType)</li></ul></li></ul><p><strong>📌Note</strong>: Action Rules can be exported and imported via the orange buttons in the top row</p><h2 data-id="feature-descriptions">Feature descriptions</h2><h3 data-id="your-first-action-rule">Your first <strong><em>Action Rule</em></strong></h3><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg/css_action-rules-new.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg/css_action-rules-new.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><p>To create your first <em>Action Rule</em> click <code class="code codeInline" spellcheck="false" tabindex="0">+ New Action Rules</code>. As a first step, make sure you give your rule a descriptive name. There are two main types of <em>Action Rules</em>: WebChat and Analytics.</p><h4 data-id="webchat">WebChat</h4><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg/css_action-rules-condition.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg/css_action-rules-condition.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><h5 data-id="page-or-chat">Page or Chat</h5><p><em>WebChat Action Rules</em> can be executed on Page or Chat level:</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032394/uploads/3KARHJG25SA4/image.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032394/uploads/3KARHJG25SA4/image.png" alt="image.png" height="108" width="634" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <h5 data-id="conditiontypes">ConditionTypes</h5><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg/css_action-rules-condition-type.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg/css_action-rules-condition-type.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><p>You can select the specific condition by clicking <code class="code codeInline" spellcheck="false" tabindex="0">+ Condition</code>.</p><p>📌<strong>Note</strong>: A condition can be negated by clicking on the toggle switch after selecting the condition type.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032394/uploads/9Z9AORGHMZS2/image.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032394/uploads/9Z9AORGHMZS2/image.png" alt="image.png" height="493" width="733" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <h4 data-id="analytics">Analytics</h4><p><strong>📌Note</strong>: To enable <em>Analytics Action Rules</em>, you need the CX Analytics suite.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg/css_action-rules-analytics.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg/css_action-rules-analytics.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032394/uploads/VEWXBPLINO5Z/image.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032394/uploads/VEWXBPLINO5Z/image.png" alt="image.png" height="178" width="1012" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032394/uploads/VBVHR8BA5B8X/image.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032394/uploads/VBVHR8BA5B8X/image.png" alt="image.png" height="248" width="785" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <h4 data-id="action">Action</h4><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg/css_action-rules-action.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg/css_action-rules-action.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032394/uploads/8OQRYXELQ2CR/image.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032394/uploads/8OQRYXELQ2CR/image.png" alt="image.png" height="308" width="818" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><h3></h3><h2 data-id="continue-reading-here">Continue reading here</h2><ul><li><a href="https://community.teamviewer.com/English/kb/articles/108746-chat-ops-02-routing-rules" rel="nofollow noreferrer ugc">Chat Ops - 02 Routing Rules</a></li></ul><p><br></p> </article> </main>
