Rules automation is one of the iClosed premium features that help you streamline Events and improve performance of your Closers.
By adding rules to your events, you can automatically remove Closers if they reach "maximum call limits" or if they are not meeting the "stop loss" criteria of the event.
Automations are available with Business and Enterprise subscription plans only.
This feature is accessible to Super Admins and Sales Managers roles by default.
Rules overview
There are two types of Rules you can apply:
Maximum number of calls
To limit maximum number of calls for Closers to ensure they are not overburnt
Perfect for onboarding new talents.
Stop loss
To set your own stop loss for Closers who are under-achieving according to your criteria.
Such Closers will be automatically removed from the Event as soon as the condition has been met.
Navigate to 
AI Scheduler → Automations, click on the "Create Rule" button and select one of the two options available.
Maximum number of calls rule
Here's how Maximum number of calls work:
Click on the "Maximum number of calls" rule
Set "Rule Name" first
Select which events this rule applies to
An event can have only one rule of the same type
If you don’t see the Event in the events dropdown, you might have already applied a rule of the same type to that Event.
Set the number of calls a closer can get for selected event
The list of Closers assigned to the Event will appear bellow
In case you wouldn't like to apply this Rule to specific Closers, simply click on the dropdown menu in the Status column and set "Mark inactive".
This helps you precisely filter out individuals to whom the Rule should and shouldn't be applied
Hit "Create Rule" button, and it's set. Simple as that!
Example
Maximum number of calls set for a specific Closer is 5.
Even though Closers availability is set to allow Closer to get more than 5 calls per day, the Automation Rule will block scheduling as soon as the criteria is met, no matter the Event Priority setup.
Learn all about iClosed Prioritization and how rules affect hosts availability HERE.
Stop Loss rule
As explained above, "Stop Loss" rule is for Closers who are under-achieving according to your criteria.
This rule helps you to start with damage control as soon as condition is met, which can save your business from wasting leads, meaning potential inccome.
Closers who meet the Rule criteria will be automatically removed from the Event.
Here's step-by-step guide on how to set it up:
Select "Stop Loss" option
New window will open and start by setting the "Rule Name"
Select which events this rule applies to
An event can have only one rule of the same type.
If you don’t see the Event in the events dropdown, you might have already applied a rule of the same type to that Event.
Set criteria → what's the minimum sales in currency you've defined in
Settings → General account settings) that this specific closer needs to collectSet additional condition → The number of last calls a Closer must hit criteria in sales set
The list of Closers assigned to the Event will appear bellow
In case you wouldn't like to apply this Rule to specific Closers, simply click on the dropdown menu in the Status column and set "Mark inactive".
This helps you precisely filter out individuals to whom the Rule should and shouldn't be applied
Hit "Create Rule" button and it's all set and ready to go!
Pro tips
Always be realistic when setting any of the Automation Rules.
In the end, automations are here to help us streamline processes and improve efficiency.
By setting the bar too high while setting goals for your Closers, you may cut them off from Events before they are actually able to sell.
Turning Rules OFF and ON
In case you would like turn the Rule OFF, click on the three dots on the "Rules" page and turn the rule off by switching the ON/OFF toggle button.
The rule will appear as grayed out, so you'll be able to see the difference between Rules turned ON and OFF
