An assignment rule defines which incoming conversations an AI Agent is allowed to respond to. Without one, the AI Agent tries to handle everything. The most common rule is a channel and app filter.
The most common rule: a channel filter
Most AI Agents start with a single channel filter. For example: "This AI Agent only responds to WhatsApp messages." Other channels in the same inbox are not affected.
From the AI Agent configuration, open the assignment rule section and select the channel(s) this AI Agent should cover.
How to create an assignment rule
Step 1. Create an assignment rule. In the General tab, under Assignment rule, click Create an assignment rule.
Step 2. Name the rule. Click the Untitled assignment rule field and give the rule a clear name.
Step 3. Choose the rule. In the Bot selector, choose the rule that applies to the AI Agent.
Step 4. Set when to assign the bot. Under When to assign the bot?, choose how broad the rule is. Pick Include all messages to let the AI Agent handle everything that reaches it, or Select rule to narrow it down with conditions under Group of rules (for example, a specific channel, app, or audience), using add group to combine sets of conditions.
Step 5. Activate. Set the Status toggle to Active, then save the rule. You can also tick Allow take over (Beta) to let this AI Agent take over a conversation from another operator or AI Agent.
Common patterns
Single-channel. One channel filter (for example, WhatsApp only).
App. Filter to distinguish by property.
Audience-scoped. Combine a channel filter with an audience filter (for example, only WhatsApp messages from VIP guests).
Need Help?
Please contact us through the 'Talk to Us' option on the left menu in the platform, or through the Bookboost Support email at support@bookboost.io if you have questions or need additional support.