This article will walk through:
Navigating to Form Rules
To navigate to Form Rules, go to Settings -> Automations -> Choose an Evaluation Form -> Form Rules.
Form Rules contain:
✨ Auto - Submit Settings
✨ Eligibility Criteria
What is Auto Submit?
Auto submit is the state of a QA Form being FULLY answered by Observe.AI.
For Auto-Submit to be presented as an option, ALL QUESTIONS on the Auto QA form must be set up to be answered by Observe.AI (i.e - all questions have an Auto QA Rule and are in a 'Publish' state).
This means NO ADDED TEXTBOXES SECTIONS or MAPPED QUESTIONS NOT PUBLISHED.
ALL QUESTIONS must be PUBLISHED.
Enabling Auto Submit
To enable Auto Submit, toggle the 'Auto Submit Form' to on. If the option is greyed out, this means the criteria to enable Auto Submit are not fulfilled.
Ex: Form not eligible for Auto Submit Ex: Form eligible for Auto Submit & enabled
Best Practice: If enable Auto-Submit, it is recommended to set up 'Eligibility Criteria. This ensures the QA forms being filled out by Observe.AI are done in the scenarios desired.
Eligibility criteria allows the user to be able to define which interactions (eg: calls) should be evaluated using this Evaluation form. Metadata and/or moments can be used as conditions.
Metadata conditions can be added so the QA Form only applies to interactions with these criteria.
Moment conditions can be added so the QA Form only applies to interactions where this moment is present.