Vantage CX provides a drag-and-drop interface for defining criteria. Use the interface to define criteria.
Area | Description |
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Name | Name of the criterion. |
Drag & Drop Selectors | Palette that contains functions (Compare, Contact Selection, and Expression) and a list of all the decision attributes. These functions and attributes are collectively known as selectors. The items in the palette can be collapsed and expanded. The first colored bar near the top of the palette always identifies the list of functions. The other colored bars in the palette highlight the names of owners (channel names, Corporate, Customer, Marketing, or Internet). Below the owner names are the attribute categories followed by their attributes. You can also use a version of a custom model to evaluate the rules criteria and find its score real-time. See Using Custom Models for more details. If you create a version of custom model, you have to manually update the rules.
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Search selectors | Search field that enables attribute location. To search for an attribute, begin typing the letters at the beginning of the attribute's name. To clear a search, select beside the search field. |
Canvas | Area where you can drag and drop nodes. A criterion can have multiple nodes. The default operator is AND, but you can change any operators to OR. |
Edit panel | A panel that opens when you drag a function or attribute onto the canvas. The options in the edit panel vary. For example, an attribute that is a string has different options from an integer or Boolean. The functions also have different options from one another. |