Automatic labeling
- Kiss, Mate
This article provides a guide to set up and manage automatic labeling.
Automatic labeling allows you to create labeling rules that apply and / or remove a configurable set of layers to calls selected by the specified criteria.
To set up and manage automatic labeling rules open the Verba Web interface and select Labels > Automatic Labeling.
A list of labeling rules is displayed showing the previously created rules.
Creating labeling rules
To create a new rule, click the 'Add New Label Rule' button. On the rule configuration page, you have the following options:
| Configuration option | Description |
|---|---|
| Name | The name of the rule. This is a mandatory field. |
| Enabled | The rule is only in operation if this field is set to 'Yes' |
| Add Labels | Choose the labels you want the rule to apply by selecting them in the list on the left then moving them to the list on the right using the '>>' button. |
| Remove labels | Choose the labels you want the rule to remove by selecting them in the list on the left then moving them to the list on the right using the '>>' button. |
| Send to recorded user | Enable this to send an email notification to the recorded user of the conversations when the rule is executed on them |
| Send to all participating users | Enable this to send an email notification to all of the participating users of the conversations when the rule is executed on them |
| Send to all participating email addresses | Â |
| Send email to | Sends an email to the given email addresses in the list. |
| Conversation Detail Fields | Use this interface to specify filters for selecting calls to apply the rule to. Click the '+' button to add a new filter, select the call detail record field you wish to base it on, then add your criteria. To delete a filter, click the trash icon next to it. |
When finished, click Save to save the rule. If the Enabled option was set to 'Yes', the rule is now active.
Editing existing labeling rules
To edit an existing rule, select it from the rule list then modify any of the options described in the previous section. To apply the changes, click Save.
You can use the 'Delete' button  to delete the rule.
At the bottom of the screen you can find some additional properties for the rule (creation and modification dates) and you can also view a detailed change history by clicking the 'View Change History' link.