Add policy

Caption

Option/Function

Description

1

Name

1. In the Name field, enter a unique name for the new Policy that does not already exist.

NOTICE! If you click Save and a policy with this name already exists, you will receive the following error message:

2

Description

Entering a description is optional.

1. In the field Description, enter additional details and information about the field of application.

3

Based on

Here you select whether the policy is created on the basis of a policy rule, AI categorization, a scorecard or an AI Assistant question.

Policy rule

NOTICE! Dynamic overlay on activation of: Policy rule.

Select policy rule

Here you can select a policy rule from the drop-down list.

NOTICE! Only created policy rules are available for selection, see Tab Policy Rules.

Policy Workflow

Here you can select a folder from the drop-down list.

Risk rating

Activate the corresponding check box for risk rating.

• Information
• Attention
• Warning

Visible to

Specify for which user(s) or group(s) the policy should be visible.

NOTICE! To add a user or a group, see the instructions in the bottom row of the table.

AI Categorization

NOTICE! Dynamic overlay when activating: AI categorization.

Select a project and max #

Select a project: Here you can select a project from the drop-down list.

max#: Here you can specify the maximum number of categories to be checked.

Policy Workflow

Here you can select a folder from the drop-down list.

AI language answer

Here you can select a language from the drop-down list in which the system should output the AI response.

Risk rating

Activate the corresponding check box for risk rating.

• Information
• Attention
• Warning

Scorecard

NOTICE! Dynamic display when activating: Scorecard.

Select a scorecard

Here you can select a scorecard from the drop-down list, see Tab quality management

Select conversation type

Here, you can select the conversation type to define which type of recordings are supposed to be assessed, see Conversation Type

• =Type Inbound: Calls coming in from external numbers.
• = Type Outbound: Calls going out to external numbers.
• = Type Meeting: Meetings with several users or conferences.
• = Internal conversations: Calls within the organization.
• = Chat: Conversations in text form.

AI language answer

Here you can select a language from the drop-down list in which the system should output the AI response.

Monitored by

Specify which user(s) or group(s) may change the policy.

NOTICE! To add a user or a group, see the instructions in the bottom row of the table.

Visible to

Specify for which user(s) or group(s) the policy should be visible.

NOTICE! To add a user or a group, see the instructions in the bottom row of the table.

AI Assistant

NOTICE! Dynamic display when activating: AI Assistant.

Select question

Here you can select a AI Assistant question from the drop-down list, see AI Assistant.

AI language answer

Here you can select the language in which the AI Assistant question is answered.

4

Channel

Specify the type of conversation: chat, voice or screenshare. Multiple choice ist possible.

Chat

Language

5

Assigned to

Define for which users or groups the policy applies.

NOTICE! To add a user or group, see the instructions in the bottom row of the table.

6

Active

To apply the policy to all future conversations, activate the check box.

• Upon saving, the policy is applied to all future conversations.

NOTICE! In tile view of the tab Policies, policies can be activated or deactivated directly by clicking on the button or respectively.

Select user or group

Description of the input fields Assigned user, responsible and visible to.

1. Click on the input field.
2. Enter the first letter of the name of a user or of a group.
   Select the user or group from the drop-down list that the policy is supposed to be assigned to.
• If the policy is supposed to be assigned to more than one user or group, repeat steps 1 and 2.

NOTICE! Every user must have been assigned an additional compliance license.