Create capture rules

Capture rules trigger interaction capture based on the business logic that reflects the goals of your enterprise. Each rule consists of conditions and an action to perform when the conditions are met. You can also create a schedule that specifies when to apply all rules. Capture rules are one method of triggering the capture of voice calls, chat conversations, and agent screen activity. A capture rule is the easiest method for triggering the capture of agent screen activity.

Before you begin

Create LAN Data Source for screen capture

Procedure

Go to Recording Management> Capture Rules.
Create a new rule, or select an existing rule and complete the parameters, as described in Create a recording rule.
- For call capture, enable Audio Content.
- For screen capture, enable Screen Content and After Call Work.
Under Installations, locate the primary Recorder that hosts the data source for this integration, and select Recorder Integration Service.
Click Save.

What to do next

Test the integration by verifying that you can capture and Search and replay interactions