Manage data filters
AI-generated summary
interface. Users with appropriate permissions (Data privacy > Masking rule permissions for Add, Delete, Edit, Execute, and View functions, plus Billing > Subscription > View) can manage both predefined and custom filters.
The system supports adding predefined filters by navigating to Menu > Account > Digital Data Filtering Rules and selecting filters for either inbound or outbound interactions. Filters are not automatically enabled upon addition and must be manually activated via toggle switches in the Status column.
Administrators can enable or disable filters, edit filter criteria, and delete filters through the All Filters table. For predefined filters, modifications are limited to digital channels only; to apply modified regex patterns (such as expanded profanity filter terms), users must copy the predefined filter's regex into a separate custom filter. The system includes a Run Test option for validating filter functionality before saving changes. Filter status settings remain unchanged after updates.
Deleting predefined filters removes them from the All Filters list but does not permanently eliminate them; they can be re-added from the Predefined Filters list at any time. The documentation references additional resources including filter creation procedures and digital data filtering rules materials
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.
[NEXT] Was this article helpful?
Get user feedback about articles.