How do I create a Lexicon policy?

Author: Jamie Hoyle
Date: [Date of Publishing]

🧠 Summary / Purpose

Understood how to add and remove Lexicons policies in MirrorWeb Insight.

🛠️ Step-by-Step Instructions

1. From the Insight dashboard, go to the Communications module.

2. Click on Lexicon in the sidebar menu. A dropdown will appear—select Policies.

Create a New Policy

3. In the Lexicon Policies view, click Create Policy.

4. In the Policy Creation screen:

   • Policy name: Enter a name for your policy.

   • Message direction:

     • All: Applies to all in-scope messages, regardless of direction.

     • Outbound: Applies only to messages sent by your organization.

     • Inbound: Applies only to messages received by your organization.

   • Platforms:

     • Select Global to apply the policy to all platforms.

     • Select Apply to Platforms to choose specific platforms:

       • Choose one or more platforms from the list to include in the policy.

5. Click Show dictionaries (right-hand side of the screen) to view available lexicon dictionaries.

   • If no dictionaries appear, refer to the support article: Adding and Removing Lexicons.

6. Check the box next to each dictionary you want to include in the policy.

   • You can select multiple dictionaries per policy.

7. When finished, click Create Policy (bottom right).

Your new policy will now apply to all future messages that meet the defined criteria.

💡 Pro Tips

Note: Policies do not apply retroactively to previously ingested messages.