Skip to main content

Policies and Clients

Configure recording policies under Recordings > Settings in the Confidence UI. Create one recording policy for each client. A policy contains an ordered list of rules for that client. Confidence evaluates enabled rules in order. A rule matches when its environment, targeting, audience allocation, and session sample all pass. The first matching rule applies. If a rule does not match, Confidence evaluates the next rule. If no rule matches, the SDK does not record the session. Account capacity can also prevent capture.

Required Roles

A user with only Creator or Recording Policy Creator access can manage a policy that they create because they own it. They cannot edit policies that other users own.

Rule Types

You can add three types of rules.

A/B Test Rule

Select an existing A/B test. The rule uses the experiment segment, allocation, and targeting. The Limited to value controls the percentage of matched sessions to record.

Rollout Rule

Select an existing rollout. The rule uses the rollout segment, allocation, and targeting. The Limited to value controls the percentage of matched sessions to record.

Conditional Targeting Rule

Define conditions with context attributes and segments.
  • Record controls the percentage of the matched audience eligible for recording.
  • Of selects the context field that identifies a user or another targeting entity.
  • Limited to controls the percentage of sessions recorded for each included target.
For example, you can include 20% of premium users and then record 10% of each included user’s sessions.
Recording rules select who and what to record. They do not change the flag variant that a user receives.

Environments

All rule types can apply to selected environments. Environment selection uses the environments associated with the client secret. It does not use a custom context.environment value unless you also target that value in a condition.

Manage Rule State and Order

You can create a rule as a draft or create and activate it immediately. You can also:
  • Enable or disable a rule
  • Edit or delete a rule
  • Drag rules to change their evaluation order
Review the complete ordered list after every change. A broader rule near the top can select sessions before a more specific rule.

Manual SDK Mode

Manual mode controls when the SDK tries to start recording. Recording rules, sampling, and account capacity still apply. See Troubleshoot recordings for lifecycle details.