Create policy

  1. Click on the button Add Policy.
  2. The following policy rules are displayed (examples):
Create policy
Create policy
  1. In the field Name, enter an unambiguous name which does not exist in the system yet for the new policy.
  2. Entering a description is optional.
    In the field Description, you can enter additional information and details about the field of application.
  3. Adjust the respective settings.
  4. The following settings can be adjusted:

Option/Function

Description

Channel
Define the type of conversation that the policy is supposed to be applied to: chat, audio, or chat and audio.

Chat

Voice

Activate the corresponding check box for the conversation.

Risk rating
Define a risk rating for the policy.

  Information

  Attention

Warning

Activate the corresponding check box for the risk rating.

Assigned to
Define for which user(s) or group(s) the policy is supposed to apply.

Select user or group

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

Monitored by
Define the user or group that is supposed to be responsible for checking compliance with the policy.

Select user or group

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

Activate policy to be applied for all subsequent conversations.

Active

Activate the check box

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

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

Policy rule
Here, you can change the currently selected policy rules.

Select policy rule

  1. Click in the field.
  2. Select a policy rule from the drop-down list to be used for checking compliance with the policy.

NOTICE! Only already created policy rules can be selected.

  1. Click on the button Save to save the entries.
    NOTICE! When entering an already existing name, an error message is issued.
  2. Error message - Name already exists. Enter a different name.
  3. Click on the button Cancel to discard the entries.