Create a session

Before you can build your optimization rules and constraints, you must create a Contact Optimization session.

You can create a Contact Optimization session in either of two ways:

• Using the New Contact Optimization Session page to create a Contact Optimization session from scratch.
• Using a pre-existing Contact Optimization session as a template to create a copy.

When you use another Contact Optimization session as a template, the copy that is created copies the rules and scores from the template session. You can then modify your new Contact Optimization session. The original template session is unchanged. You might want to create a Contact Optimization session that contains all of your standard optimization rules. You can then use that session as a template for all other new sessions to minimize data re-entry. Using sessions as templates both saves time and ensures the consistent application of your business rules and objectives across all Contact Optimization sessions.

This section describes both methods for creating a new Contact Optimization session, and how to edit an existing Contact Optimization session.