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

Use following functions to create, edit or delete a Policy Rule.

Add Rule: Add a Policy Rule, see Add Policy Rule.
Edit Rule: Edit a Policy Rule, see Edit Policy Rule.
Delete Rule: Delete a Policy Rule, see Delete Policy Rule.

Table

The table is divided into two sections:

Policy Rule Templates: Policy Rules preconfigured by the AI.
Custom Policy Rules: Policy Rules configured by the customer.

The following content is displayed in columns:

Name
Description
Keywords
Keywords categories
Patterns
Adherence phrases
AI Questions
Created By
Personal

Description of the table functions

	Close	Collapse sections
	Open	Expand sections

Description of the functionality bar

	Live call view	NOTICE! Dynamic display on tab Recording. Current calls in real time.
	Conversation Safe	NOTICE! Dynamic display on tab Recording. Saving and managing recordings with adjusted retention time
	Open help	Opens the online help, see Open Help.
	Refresh view	Refreshes the view of the current tab.
	Close	NOTICE! Dynamic display on tab Settings. Return to the main settings tab.

Tab Policy Rules

Description of the table functions

Description of the functionality bar

Further information