Creating a Search

This section provides step-by-step instructions for creating a compliance search within your company.

Creating a Search:

To create a search in our application, follow these steps:

1. Navigating to the Compliance Section:

   • Sign in to your account using your credentials.

   • Click on the menu icon located in the top-left corner of the screen.

   • From the menu, select the "Compliance" option if available. This will direct you to the compliance section of the platform.

2. Accessing the New Search:

   • Within the Compliance section, locate and click on the "New Search" tab. This tab should provide you with the steps to proceed with a new search.

3. Creating the New Search:

   • There are 5 steps to creating a new search:

     1. Reason: Give the search a name and describe the reason you are performing the search.

     2. Users: Select the specific users in your company who's activity you are searching for from the list.

     3. Search Text: Enter the key words to search for in the text box. You can enter multiple key words separated by commas.

     4. Date Range: Select a date range to search within.

     5. Finish: Preview the results and click the button labeled 'GO' to view. A new tab labeled with the search's name will appear containing the results.

4. Viewing the Results:

   • Use the filtering options to narrow down the list of results based on specific criteria such as the prompt, user, agent name, or date created.

   • Click on the desired result to view detailed information in the results panel.

Note: Ensure that you have the necessary permissions to create a search. Searches are strictly used for compliance purposes and all searches are recorded in the system. Exercise caution to avoid unintended consequences.

Additional Information:

• Compliance Privileges: Please note that only users with compliance privileges can access the compliance section and manage searches.