16.3. Creating a new policy

  • 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.