Automate QM workflows

Publisher

Calabrio (Webex WFO Help Center)

URL

https://wfohelp.com/doc/Content/user-guides/application-management/workflow-administration.htm

Published

unknown

Updated

unknown

Accessed

2026-10-01

HTTP status

200

License

proprietary; no-redistribution; short excerpts and locators only

Source notes citing this source

• Only one retention policy is allowed per contact in a QM workflow. in context
• Automatically assigning an evaluation form through a QM workflow requires the Administer Workflow permission and an already published evaluation form. in context
• QM workflows run on either an End of Interaction Event that processes a recording when the call ends or a Daily Event that processes all recordings once a day. in context
• QM workflow rules are evaluated in the order they appear until one matches and a locked Default rule is always last. in context

Cite this source record

APA

WarmTransfer. (2026, October 1). Automate QM workflows. WarmTransfer. https://warmtransfer.net/knowledge/sources/wfohelp-workflow-administration

BibTeX

@misc{warmtransfer-wfohelp-workflow-administration,
  title  = {Automate QM workflows},
  author = {{WarmTransfer}},
  year   = {2026},
  url    = {https://warmtransfer.net/knowledge/sources/wfohelp-workflow-administration},
  note   = {Calabrio (Webex WFO Help Center), accessed 2026-10-01}
}