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Everyone is talking about agentic AI — autonomous bots that promise to do everything. But here’s the truth: If your “agents” don’t know where to send an interaction, they just automate the wrong outcome, faster. And that only frustrates your customers.
Consumers expect to be able to interact with businesses on their channel of choice and at a time that works best for them. And they want those interactions to be seamless. According to “The State of Customer Experience” report, 97% of consumers surveyed say it’s important to switch channels without losing context, yet only 16% of CX leaders surveyed say their organizations offer multiple channels with completely integrated technology and data to enable this.
Now, with Rule-Based Decisions (RDB) in the Genesys Cloud™ platform, you can route your customers to the right agent – human or AI – the first time. Think of Rule-Based Decisions as a smart traffic controller for customer interactions. It follows your company’s rules to decide where each customer’s request should go, instantly sending it to the right agent or queue with the right skills to assist the customer.
RBD works behind the scenes to make sure your existing strategies run smoothly, without needing coding or complicated setup. Everything stays organized, consistent and fully controlled — no matter which channel your customers use.
Customer engagement has never been more complex. New channels, global audiences and faster innovation cycles mean that businesses can no longer rely on ad-hoc decisions or manual escalation. Rule-based routing provides the structure and control needed to keep up with evolving customer expectations.
Here are the pressures shaping this need today:
Automation is now the first touchpoint for many customers, whether that’s through bots, virtual assistants or self-service portals. With so many entry points, it’s critical to have clear, consistent rules for when — and how — to escalate to a human. Rule-based routing helps ensure that every customer is guided smoothly to the right destination.
Organizations face growing demands for traceability and accountability. Every decision must be validated and controlled without slowing down the business. Routing rules make this possible; they provide a transparent framework that teams can audit, adjust and rely on with confidence.
Markets move quickly, and so do customer expectations. Business teams need the ability to make changes without waiting on lengthy IT cycles. Rule-based routing gives them the agility to adapt, make updates directly, respond to trends in real time and keep customer journeys aligned with evolving needs.
Today’s customers expect to be understood in their own language and context. Rule-based routing makes it possible to direct interactions based on language, locale and skills. This helps to ensure that every customer is matched with the right resource — no matter where they are in the world.
Rule-Based Decisions creates a centralized decisioning layer in Genesys Cloud. RBD allows organizations to apply business rules before routing. In plain terms: RBD evaluates each interaction in real time, choosing the correct destination (queue and skills). It then hands off to existing routing strategies, including bullseye, round robin and preferred agents, to deliver it.
Why it’s different
At its core, RDB is about making smarter, faster and more transparent decisions, without adding unnecessary complexity. It builds on your existing routing strategies, enhancing them with flexible rules that are easy to create, manage and govern.
Think of it like using a GPS for customer interactions: You set the destination; the system suggests the best route based on live conditions; and every trip is tracked for accountability. Let’s look at these steps in greater detail.
Every interaction starts with a “Where to?” question, just like typing an address into your GPS. Rule-based routing evaluates signals, such as customer profile, intent, priority, language, entitlement and even the health of your queues. Using these inputs, it chooses the best queue and skill match, helping ensure customers head toward the right “address” from the very beginning.
2. Assign the Right Agent
Once the destination is clear, it’s time to pick the route. Just as your GPS considers live traffic and detours, rule-based routing works with your existing strategies to assign the best available agent. It doesn’t replace your current routing engine; it enhances it. By layering in business-specific rules, it enables the customer to be matched with the agent most capable of resolving their needs quickly and effectively.
3. Govern Every Change
Every trip needs a record. In the same way that a GPS logs your route history, rule-based routing enforces governance. Each update is published with validation, version control and audit logging.
This means you can adapt quickly while maintaining full transparency. Business teams move faster, but leaders and IT teams have complete visibility into how and why decisions were made.
Getting customers to the right expert the first time drives better outcomes across the board. In fact, in “The State of Customer Experience” report, consumers surveyed rated first-contact resolution as the most important aspect of a CX interaction; a fast response was the second most valued attribute.
With RBD, organizations can expect to see the following benefits in the overall customer experience.
But RBD doesn’t just improve your customers’ experience; it can also offer several advantages for CX leaders and contact center operations teams.
Here are some benefits these teams could see:
An exceptional customer experience feels seamless to both customers and the agents who assist them. To do that, routing needs to frictionless. Rule-Based Decisions makes the front door predictable, governed and repeatable so that your teams can focus on outcomes, not triage. RBD is a simple way to get to more first-contact resolutions and fewer do-overs – no rewrites or detours.
Read the Rule-Based Decisions overview to better understand you can use RBD to define, deploy and maintain design logic without writing code so customers are connected to the right destination — faster, smarter and with greater consistency.
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