Action based on Categorization

This option allows changing the retention time based on category hits.

Option/Function		Description
Action based on categorization
No action		The retention time is not changed.
Set retention time		The retention time is changed. NOTICE! The action Set Retention Time is not available until the option Define TTL change by categorization has been activated under Access & Right - Configure user rights > Various user rights. Select the option Set Retention Time from the drop-down list.
−	Day(s)	Click on the field Day(s) and define the new retention time in days.
−	Check Validity	Click on the field Validity check to check the validity of the new retention time. NOTICE! Your entries cannot be saved until a validity check has been carried out.

Example Change retention time by means of categorization. New retention time 100 days.

To analyze recordings with the option Action based on categorization with a changed retention time, the corresponding category must be defined.
See administration manual Recording Insights: Configure Recording Insights > Tab Settings > Tab Rules > Configure analytics rule > Configure transcription − Category selection

Create a new category with the option Action based on categorization.
(Example: Category_for_100-days_retention-time)

Select Set retention time and enter 100 days. Default retention time is 730 days.
Cary out validity check.

Create or edit analysis rule and use created category (example Category_for_100-days_retention-time).

Define analysis rights (Analytics On Demand, Analyze All, or Analyze Selected and
Select transcription as well as a category in the category selection (example: Category_ for_100-days_retention-time), see Configure transcription.

Assign analytics rule to one or several users or groups.

One or several keywords from the exemplary category is mentioned in a conversation between customer and user.
Upon analyzing the conversation with the category (example: Category_for_100-days_retention-time),the retention time is changed according to the specified days.
▫ The retention time is reduced from 730 days to 100 days.