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Rules Engine

Conditional routing logic for the moderation queue. Define what happens to each kind of message, which categories can be auto-drafted, which must be escalated to a ticket, which must never be answered without a human. This is how a client's escalation matrix becomes enforced behaviour instead of a doc nobody reads.

Rules Engine screenshot

What this does for you: The routing brain behind the Review Queue. Rules Engine is where a client's escalation matrix becomes live behaviour: category → what the AI is allowed to do → who owns it → SLA. It's how you encode "appreciation must never create a ticket," "delivery complaints escalate to the quality desk," or "anything mentioning a refund is human-only."

What's on the screen:

  • A set of rules mapping an incoming condition (intent category, keyword, sentiment, platform, star rating) to an action (auto-draft, draft-for-approval, escalate to CRM ticket, suppress/hide)
  • Owner and SLA per rule, so routing and accountability are defined in one place
  • The ≤2★ review → quality desk escalation and appreciation-never-tickets guardrails live here
  • Priority ordering, so the most specific rule wins

Why it matters: The Bata rollout taught us that generic auto-response is dangerous, "thank you" comments spawning tickets, privacy masking making replies useless. The Rules Engine is the calibration surface that prevents that: during the shadow-mode week you tune these rules against real false positives before anything goes live, and enterprise/BFSI buyers get the "nothing sensitive is ever auto-answered" control they require in writing.

When to come here: During onboarding calibration. When a new complaint pattern emerges (a product recall, a shipping issue). When a client updates their escalation matrix or adds a channel.

Walkthrough · annotated

The click-path, step by step

How-To 40, full guide
  1. 1Filter and create rule
    Brand Moderator: Rules Engine: Filter and create rule
  2. 2A moderation rule
    Brand Moderator: Rules Engine: A moderation rule
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