16.3. Creating a new policy

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  • Navigate to the Routing Policies tab.
     

  • Click ‘New’ in the top right of the screen.

  • You will see a screen like the image below and you will need to fill in several details.
     

    • Type: There are 2 options and for each type there are different apps and containers available.

      • Call = This is used for routing calls and is the most common type of policy

      • Data Analytics = Pick this policy if you need the Debug app.

    • Name: This must be unique, maximum 64 characters and can contain any combination of numbers, letters, spaces and symbols.

    • Description: This is optional but can be used to help others understand your routing policy setup, how policies interact within each other and the purpose of a policy.
       

    • Connector Type: This is an aesthetic choice and has no functional difference

      • Smooth = The lines between containers are curved

      • Manhattan = The lines between containers are perpendicular
         

    • Import Mode: Here you can import policies you have previously exported, see Restoring a policy section below.

    • Done and then Save: Make sure to click ‘Done’ on the initial tab and then ‘Save’ on the routing policy or your new routing policy will not appear on your ‘All Policies’ list.

Once you have created a new call policy, you might want to add inbound numbers, see this guide for more details.