Create a Rule in Amazon Connect That Identifies Intelligence Signals

Create one or more rules that Salesforce Voice can subscribe to and use to trigger real-time recommendations or auto-launched flows in Salesforce. Create a rule using one or more conditions that are based on uttered keywords, sentiments, customer attributes, or other criteria.

Required Editions

View supported editions.

After creating the rule in Amazon Connect, you must create a corresponding Conversation Intelligence rule in Salesforce scoped to a specific service channel instance. To apply the same action across multiple channels, create a separate Salesforce Conversation Intelligence rule for each channel and add the rule to your Amazon Connect instance as well.

Tip
Tip To perform exact keyword matching without any other conditions, create a rule that automatically triggers an action based on detected keywords.
  1. In Amazon Connect, click Rules.
    The Rules option
  2. Click Create a rule | Contact lens.
  3. From the When dropdown, select A Contact Lens real-time analysis is available.
    Salesforce Voice with Telephony Providers (formerly Service Cloud Voice) doesn't support Contact Lens Post-Call Analysis.
  4. To define a condition, click Add condition, select the condition type, and then enter the condition.
    Add the condition in the Amazon rule.
  5. Add more conditions if needed. If you add multiple conditions, specify whether any or all conditions must be met.
    The conditions appear in the rule.
  6. Click Next.
  7. Enter a descriptive name of the category, such as Service-Cancellation. The category name is the signal value that’s sent to the custom component when a rule is detected.
    Tip
    Tip Don’t add an action in Amazon Connect. Instead, in a later step, you set up and trigger an action in Salesforce based on this category.
    Category name for rule
  8. Click Next.
  9. Review the rule, and then click Save and publish.
    A new rule applies only to contacts that occur after the rule is added.