Create 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 the name is already used for another policy, an error message is issued upon clicking on the button Save.

2

Description

1. Entering a description is optional.
2. Enter in the entry field Description, enter additional details and information about the application field.

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.

NOTICE! 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.

4

Channel

Type of conversation: chat, voice or chat and voice.

Chat

Language

5

Risk rating

Activate the corresponding check box for risk rating.

  Information

  Note

  Warning

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

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.

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.

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