This is the third step in creating the Expert agent, where you configure the period and frequency of the Expert agent's execution and decide if the same contact can be impacted more than once.
💡 Tip: The operation rules of the Expert agent will depend on the settings you define in the timer.
To access this feature, go to Zenvia Customer Cloud > Expert agent > Create new expert agent > Configure timer.
To assist you in filling out the fields, always consider these initial questions:
- When should the Expert agent start? (Start of execution)
- How often should it occur? In general, what frequency do I want to use to impact my customers? (Execution recurrence)
- Until when should the Expert agent run? (Will it pause? Never?)
- How often do I want to impact the same customer? Should the same customer be impacted by the same Expert agent more than once? If yes, how often? (Impact the same contact)
Having these answers in mind makes it easier to configure the timing of your Expert agent.
Execution start
This field marks the start of the Expert agent and is pre-filled with the day after the Expert agent is created, but it can be changed to the desired date.
When you select Enablement recurrence execution, some fields about recurrence are opened for you to fill in. As explained below.
Execution recurrence
This field sets the general recurrence of the Expert agent. The following options are available:
- All days;
- Mondays to Fridays;
- Last day of the month;
- First day of the month;
- Last working day of the month;
- First working day of the month;
- Custom (set the desired period).
End recurrence
This option determines how long the Expert agent will run or when it should be paused. Select one of the options below:
- After a specific number of executions;
- On the day;
- Never.
Reach same contact
Here, you can choose when to impact the same contact and the frequency of this Expert agent for an individual. Select one of the options below:
- After a specific number of days. It is pre-filled with 30 days but can be adjusted to any value between 1 and 60 days, which is the maximum limit;
- Always.
💡 Tip: If you don’t want to impact the same contact with the same Expert agent, in the Pause execution option, you can choose a specific date that aligns with the number of days entered in the After a specific number of days option.
This way, the contact won't be overloaded with Expert agents, and you will positively impact your customer when it’s truly necessary.
Done! At the end, you can either Cancel or Save timer.