Tab Policy Rules
The policy rules allow defining the trigger types for analyzing the conversations. In the policy rules, trigger types from Keywords, Categories, Patterns, Adherence phrases, and AI Questions can be combined logically (AND, OR). In the tab Policies, the policy rules are assigned to users/groups.
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.
Predefined sections:
- Template policy rules, for preconfigured rules
- Custom policy groups, for user-defined rules
| Close | Collapse sections |
| Open | Expand sections |
The following content is displayed in columns:
- Name
- Description
- Keywords
- Category
- Patterns
- Adherence phrases
- Created By
- personal
Description of the options for the configuration of policy rules
| Create | Create policy rule, see Create policy rule, |
| Edit | Edit policy rule, see Edit policy rule, |
| Delete selected | Delete policy rule, see Delete policy rule. |
Add rule
Edit rule
Delete rule