Policy Edit

Edit policy allows you to adapt existing policies to ensure that the analysis and categorization of conversations always meet current requirements. You can use this function to make changes to the policy rule. This includes adding and updating criteria or customizing policy settings.

Set display mode

Display mode

Switches the display of the policies. You can select tile view (default) or list view.

List view

Tile view

Policy Edit in the Tile view

Policy options at

Drop-down list Actions is opened. The following policy options can be selected:

Edit policy

Delete policy, see Delete policy,

Policy Edit in the list view.

Policy options in menu bar

Click on a policy to select it. The following policy options can be selected:

Add policy, see Add policy

Edit policy

Delete policy, see Delete policy,

Policy Edit

Select the policy for editing.
Click on the button Policy Edit.
The following window is displayed (example):

Adjust the required settings:

Caption	Option/Function	Description
1	Version	The version indicates the number of changes made for the created policy. NOTICE! By activating the policy, the version count is started. By selecting an earlier version, an already created policy version can be restored. Select an earlier version. Click on the button Restore version to save the version. Click on the button Cancel to discard the settings. The policy is closed.
2	Name	Changing the name is optional. In the field Name, change the existing name to a new unambiguous name for the policy. NOTICE! If you click the button save and a scorecard with this name already exists, you will receive the following error message:
3	Description	Entering a description is optional. In the field Description, enter additional details and information about the field of application.
4	Based on	Here you select whether the policy is created on the basis of a policy rule, AI categorization or a scorecard.
	Policy rule	NOTICE! Dynamic overlay on activation of: Policy rule.
	Select policy rule	Here you can change the policy rule in the drop-down list. NOTICE! Only created policy rules are available for selection, see Tab Policy Rules.
	Policy Workflow	Here you can change the folder in the drop-down list.
	Risk rating	Activate or change the corresponding checkbox for the risk assessment. Information Attention Warning
	Visible to	Specify or change 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 change the project in the drop-down list. max#: Here you can change the maximum number of categories that are checked.
	Policy Workflow	Here you can change the folder in the drop-down list.
	AI language answer	Here you can change the language in which the system should output the AI response in the drop-down list.
	Risk rating	Activate or change the corresponding checkbox for the risk assessment. Information Attention Warning
	Scorecard	NOTICE! Dynamic display when activating: Scorecard.
	Select a scorecard	Here you can change the scorecard in the drop-down list, see Tab quality management.
	Select conversation type	Here you can change the desired conversation type to define what type of recordings are evaluated, 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 change the language in which the system should output the AI response in the drop-down list.
	Monitored by	Define or change 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 or change 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.
5	Channel	Type of conversation: chat, voice or chat and voice. Chat Language
6	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.
7	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. Click on the input field. 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.

Click on the button Save to save the settings.
Click on the button Cancel to discard the settings.