AI-generated summary
Genesys Cloud enables administrators to create calibration policies that automatically assign calibrations and evaluations to quality evaluators based on defined matching criteria. Accessed through Menu > Conversational Intelligence > Recording and Policies > Policies, these policies support configuration across different media types.
Matching criteria available for policy application include Conversation Direction (inbound/outbound interactions), Specific Agent(s), Time Sets, Specific Queue(s), wrap-up codes, Date Range(s), and Duration, with availability varying by media type. These criteria filter interactions to determine which conversations qualify for policy actions.
Administrators can configure multiple action types for matching traffic, including Recording Retention (required for evaluations and calibrations), Archive Recording (specifying duration in immediately available storage before transitioning to long-term storage), and Delete Recording (specifying days before deletion). The "Delete even if another policy retains" option allows administrators to override default retention behavior when multiple policies apply to the same interaction.
Evaluation and calibration assignment capabilities include Assign Evaluation (automatically assigns evaluations with specified forms and evaluators, limited to 50 per evaluator daily), Assign Metered Evaluation (restricts assignments per hour or to available evaluations), and Assign Calibration (automatically assigns calibrations with specified forms, evaluators, expert evaluators, and calibrators, with the policy creator designated as calibrator by default).
Call recording functionality requires trunk line recording enablement and codec assignment on external trunks. Policy configuration requires repeating steps for each media type to be included in the policy scope, followed by saving the configuration. Once created, policies must be enabled through the Enable a policy process to become operational. The system includes a feedback mechanism for users to report content issues or provide positive feedback, capturing user role information and requiring acknowledgment of the Genesys Cloud privacy policy. Related documentation topics include policy creation procedures, calibration and processes, quality management fundamentals, quality policies , and evaluation policy selection guidance