Manage data filters
AI-generated summary
interface. Administrators require specific permissions including Data Privacy > Masking Rule (Add, Delete, Edit, Execute, View), and Billing > Subscription > View to access filter management functionality.
The system supports adding predefined filters by selecting either Inbound (for all inbound interactions) or Outbound (for all outbound interactions) options, though filters are not automatically enabled upon addition. Filters can be toggled on or off using status switches in the All Filters table. The Edit function allows modification of filter criteria, with the limitation that predefined filters can only have their digital channels modified; users requiring regex modifications to predefined filters must copy the filter's regex into a separate custom filter. The platform includes a Run Test option to validate filter functionality before saving. Filters maintain their enabled or disabled status after updates. Deletion of predefined filters removes them from the All Filters table but allows re-addition through the Predefined Filters list. All filter management operations are accessible through Menu > Account > Digital Data Filtering Rules.
The following permissions:
- Dataprivacy > Maskingrule > Add
- Dataprivacy > Maskingrule > Delete
- Dataprivacy > Maskingrule > Edit
- Dataprivacy > Maskingrule > Execute
- Dataprivacy > Maskingrule > View
- Billing > Subscription > View
Administrators can view and manage both custom and predefined filters.
- Click Menu > Account > Digital Data Filtering Rules.
- Click Add Filter against a predefined filter in the Predefined Filters list.
- Select one of the following two options:
- Inbound: Applies the filter to all inbound interactions
- Outbound: Applies the filter to all outbound interactions Note: The predefined filter is added to the All Filters table, but it is not enabled automatically.
- Use the toggle switch under the Status column to enable the added predefined filter.
- Click Menu > Account > Digital Data Filtering Rules.
- Under All Filters, use the toggle switch to enable or disable the required filter.
- Click Menu > Account > Digital Data Filtering Rules.
- Under All Filters, click More against the filter that you want to edit and select Edit.
- In the Edit Data Filter pane, make the required changes to the filter criteria. Note: For a predefined filter, you can modify only the digital channels. To apply a predefined filter with a modified regex, for example to add more words to the Profanity Filter, copy the Profanity Filter’s regex and paste it into a separate custom filter.
For more information about filter details, see Create a data filter.
- (Optional) Test the filter using the Run Test option.
- Click Save. Note: The status of a filter (enabled or disabled) does not change after the filter is updated.
- Click Menu > Account > Digital Data Filtering Rules.
- Under All Filters, click More against the filter that you want to delete and select Delete.
- Click Yes, Delete Rule to delete or click Cancel to cancel the deletion. Note: By deleting a predefined filter, you are only removing it from All Filters. You can add it again using the Add Filter option under the Predefined Filters list.
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