Manage Communication Recording Agent Policies Introduction
Version 1.4
Communication Recording Agent Policies allow you to perform automated actions against your captured conversation data, including recording control, retention and archiving, transcription, export, access control, and locking. These are all designed to help with your regulatory data retention and management requirements. Whether you’re setting this up from the start or changing your current policies, this topic details the various options, considerations, and configuration (click Configurations > Configure (under Communication Recording Agent) > Policies in the left menu to get started). This topic is most useful for those involved in system management.
New in this Topic
Version 1.1 of this topic introduces the following general updates:
The Storage Policies and Manage Storage Policies articles have been updated to include information on Schedules - U-Capture 2025.2.3 introduces Schedules to determine when storage policies are applied. Full details on Schedules are covered in Manage Schedules.
Version 1.2 of this topic introduces the following general updates:
An example of each policy type has been added. Each example includes steps to create the policy for a specific use case, including configuring specific filter examples.
The Access Control and Transcription Policy topics have been updated to reflect the policy types available in the U-Capture application at the time of writing.
Priority values have been updated to reflect that a Priority with a value of "1" is now first priority, rather than a value of "0".
Version 1.3 of this topic introduces the following general updates:
Screenshots have been updated to reflect enhancements on the various Policies pages.
Instructions updated to reflect changes to the navigation steps required to reach the various Policies pages.
Version 1.4 of this topic introduces the following general updates:
U-Capture is now the Communication Recording Agent. This product name change has been made throughout the article, but may not be present in every aspect of the product at the time of reading.
Version 1.5 of this topic introduces the following general updates:
Communication Recording Agent now provides a Storage Policy type for conversation retention. Details for understanding and creating new Retention policies are added to this topic, along with a start-to-finish example.
Version 1.6 of this topic introduces the following general updates:
A new use case example has been added to demonstrate every step required to create a new Retention Policy with an accompanying demo video.