Genesys Cloud - Main

 View Only

Sign Up

  • 1.  Policies

    Posted 09-17-2025 16:40

    Hi!

    I'm currently using policies for an audit. We are trying to get evaluations sent to the evaluator for the transfer agents (first person on the interaction) portion of the call, but have noticed that the evaluations being sent over are the agent (second person on the interaction).

    Does the matching criteria always pull from the last person connected to the call?


    #Unsure/Other

    ------------------------------
    Caitlyn Petrousek
    Other
    ------------------------------


  • 2.  RE: Policies
    Best Answer

    Posted 09-17-2025 19:27

    Hi Caitlyn,

    Does the first portion of the call (first agent before transfer) match the criteria defined in the policy?

    I noticed that you have a queue defined there (eSales Transfer Agent). Is that queue used to transfer the call from the first agent to the second agent?

    If that's the case, the first agent probably doesn't match the criteria (If he gets the call originally from another queue).



    ------------------------------
    Marcello Jabur
    ------------------------------



  • 3.  RE: Policies

    Posted 09-18-2025 17:04

    Caitlyn,

    Adding to what Marcello said (which is probably the case, unless both agents are in the same queue) you may want to set up a separate policy to match the first queue or whatever criteria would match the transferring agent...experiment until you get it just right, then combine policies if you want to.



    ------------------------------
    George Ganahl GCCX-AI, GCP, GCSME
    Technical Adoption Champion
    Genesys
    2024 Community Member of the Year
    ------------------------------