Add policy
- Click on the button
Add policy.
Adjust the required settings:
Caption | Option/Funktion | Description |
1 | Name |
If you click save and a policy with this name already exists, you will receive an error message. |
2 | Description |
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3 | Based on | |
Policy rule or AI Categorization | Select here whether the policy is created on the basis of a Policy rule,AI Categorization or a Scorecard. | |
Policy rule | ||
Here you can select from the drop-down list Select policy rule. Only already created policy rules can be selected. | ||
AI Categorization | ||
Select a project | Here, you can select a project from the drop-down list. | |
max # | Here, you can enter the maximum number of categories to be created.
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4 | Channel | Type of conversation: chat, voice or chat and voice. |
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5 | Risk rating | Activate the corresponding check box for risk rating. |
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6 | Assigned to | Define for which users or groups the policy applies. |
7 | Monitored by
| Define the user or group responsible for monitoring compliance with the policy. |
Select user or group |
Every user must have been assigned an additional compliance license. | |
8 | Active | Activate the Policy rule or AI Categorization for all following conversations by checking the corresponding checkbox. After saving, the policy is automatically applied to all future conversations.
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- Click on the button Save to save the settings.
- Click on the button Cancel to discard the settings.