Apply Compliance Policy for a Case

Updated 

After creating a compliance policy, you need to apply it to your cases. This can be done through the following steps:

  1. For Outbound Calls:

    • Select the compliance policy you want to apply to all calls dialed from that specific dialer.

  2. For Inbound Calls:

    • Select the compliance policy you want to apply to all calls received from a specific IVR (particularly from the assigned agent node). You can make this selection in the Assign Agent node of the IVR.