Overview

To add or edit a category use the following procedure.

Configuration

To add or edit a category:

1. Access the Features -> Call Categorization configuration section.
2. Click the Add / Edit button and then enter the information for this category.
   • Name: The descriptive name for this category. This is used to reference calls that have this category in filters and reports.
   • Enabled: This enables the category and any new calls will then be given this category if they meet the conditions. Until this is enabled then this category will not be used.
   • Filter: This sets the conditions that must be met before the call is considered a match.
     
3. Open the options for the filter by right clicking onto the filter box.
   • Condition: Conditions are a combination of a meta-data field and the value they should be matched for. Multiple conditions can be combined together into a Group and then depending on the Operator selected will determine if the all have to be met (AND), any one has to be met (OR) or none of them should be met (NAND).
   • Group: Groups contain multiple conditions that are evaluated based on the Operator selected.
                    
4. Click Save.