Tab Policy Rules
The policy rules allow defining the criteria for analyzing the conversations. Policy rules serve to logically combine criteria from keywords, categories, patterns, and adherence phrases with AND or OR. In the tab Policies, policy rules can be assigned to certain users or groups.
Description of the functionality bar
| Open help | Opens the online help, see Open help. |
| Refresh view | Refreshes the view of the current tab. |
This view displays the policy rules in 2 sections/folders and the content in columns.
Predefined sections/folders:
- Template policy rules, for predefined rules
- Custom policy groups, for custom rules
| Close | Collapse sections/folders |
| Open | Open sections/folders |
The following content is displayed in columns:
- Name
- Description
- Keywords
- Keyword categories
- Patterns
- Adherence phrases
- Created by
- Personal
Description of the options for configuring the policy rules
| Create | Create policy rule, see Create policy rule, |
| Edit | Edit policy rule, see Edit policy rule |
| Delete | Delete policy rule, see Delete policy rule. |
Add rule
Edit rule
Delete rule