Tab Policy Rules

The policy rules allow defining the trigger types for analyzing the conversations. In the policy rules, criteria from keywords, categories, pattern recognition, mandatory statements and AI questions can be logically linked (AND, OR). In the tab Policies, the policy rules are assigned to users/groups.

Tab Policy Rules

Legend

Option / function

Description

1

Menu

The following options are available in the tab:

  • Add rule
  • Edit policy rule
  • Delete policy rule

2

Table

The table provides a brief overview of the contents of a policy rule. The following content is displayed in the columns:

  1. Name
  2. Description
  3. Keywords
  4. Categories
  5. Patterns
  6. Adherence phrases
  7. AI Questions
  8. Created By
  9. Personal

Description of the functionality bar

Open help

Opens the online help, see Open help.

Refresh view

Refreshes the view of the current tab.

In the view, the policy rules are displayed in 2 areas and the contents in columns.

Close

Collapse sections

Open

Expand sections

Description of the options for the configuration of policy rules

Add rule

Create

Create policy rule, see Create policy rule,

Edit rule

Edit

Edit policy rule, see Edit policy rule,

Delete rule

Delete

Delete policy rule, see Delete policy rule.