Adding an AI Policy takes just a few minutes, and you stay in control at every step. Here’s how it works. You can also watch the tutorial video to follow along.

Step 1: Open Policies

In your compliance portal, select Policies from the menu, then select Add AI Policy. You can still add a Legacy Policy if you’d rather use your own list of words or phrases.

A reminder at the top of the window confirms that customer data is not submitted to or processed by third-party AI providers. All searching, analysis, and monitoring happens within MessageWatcher’s hosted systems.

Step 2: Choose a Policy

Select the published AI Policy you’d like to add. New policies appear here as the MessageWatcher team publishes them, so it’s worth checking back.

Step 3: Set Your Update Preferences

Choose how the policy is managed:

  • AI Managed (recommended) keeps the policy connected to the MessageWatcher team’s updates.
  • Create Copy converts it into a Legacy Policy you maintain yourself.

For AI Managed policies, choose when updates sync: weekly, monthly, quarterly, yearly, or manually. With Manual Sync, you’ll see a reminder on the Policies screen when updates are available, so you can approve every change yourself.

You’ll also see the policy’s operational safeguards. These are set automatically; they may require a Search Analysis before the policy is added or updated, or require an administrator to approve AI updates. They may also include AI Managed Deletion, which lets the MessageWatcher team remove a policy that’s been deprecated or replaced.

Select Next.

Step 4: Preview With Search Analysis

If prompted, select Search to run the policy’s rules against your recent messages. You’ll see how many messages each rule matches and what percentage of your weekly messages that represents.

Any rule above 5% is shown in red, since a match rate that high usually signals false positives. Remove it with the trash icon. If you still want to monitor for that phrase, add it to an existing policy or a new Legacy Policy. Then select Save.

Step 5: Assign the Policy to Your Groups

Find your new policy with your other AI Managed policies on the Policies screen, assign it to one or more of your groups, and select Save. 

Step 6: Review Flagged Messages

Once assigned, the policy flags any content that matches its rules. Flagged messages appear in your review queue, where your compliance team reviews them just as before. The policy finds the messages. Your team reviews and decides what they mean.

Ready to get started? Watch the tutorial video or log in to your compliance portal to set up your AI managed policies. Questions? Call the MessageWatcher team at 1-888-317-3278.