Manage data filters
AI-generated summary
interface. Users with appropriate permissions (Dataprivacy > Maskingrule permissions for Add, Delete, Edit, Execute, and View functions, plus Billing > Subscription View access) can add, enable, disable, edit, and delete both predefined and custom filters.
Predefined filters can be added by navigating to Menu > Account > Digital Data Filtering Rules and selecting from available options designated for either inbound or outbound interactions. These filters are added to the All Filters table but require manual enablement via toggle switch. Filters can be toggled on or off at any time through the Status column.
Editing filters involves accessing the Edit Data Filter pane through the More menu option. For predefined filters, modifications are limited to digital channels only; users requiring modified regex patterns (such as expanded profanity filter terms) must copy the regex into a separate custom filter. The Run Test option allows filter validation before saving. Filter status remains unchanged after updates.
Deletion removes filters from the All Filters table; however, deleted predefined filters can be re-added through the Predefined Filters list. The interface supports comprehensive filter management while maintaining control over which filters are active in the system.
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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