(Created page with "<translate>= Pausing and Resuming Recordings= SFDC integration provides an integrated Agent Desktop within your Salesforce environment. As such, the same agent and supervisor...") |
(Marked this version for translation) |
||
| Line 1: | Line 1: | ||
| − | <translate>= Pausing and Resuming Recordings= | + | <translate>= Pausing and Resuming Recordings= <!--T:1--> |
SFDC integration provides an integrated Agent Desktop within your Salesforce environment. As such, the same agent and supervisor functionality found in the Agent Desktop application are available to users signed in to their Salesforce.com integration accounts. For more information on the various functions, controls, and capabilities of Agent Desktop, see the Bright Pattern Contact Center [[agent-guide/Purpose|Agent Guide]] and [[supervisor-guide/Purpose|Supervisor Guide]]. | SFDC integration provides an integrated Agent Desktop within your Salesforce environment. As such, the same agent and supervisor functionality found in the Agent Desktop application are available to users signed in to their Salesforce.com integration accounts. For more information on the various functions, controls, and capabilities of Agent Desktop, see the Bright Pattern Contact Center [[agent-guide/Purpose|Agent Guide]] and [[supervisor-guide/Purpose|Supervisor Guide]]. | ||
| + | <!--T:2--> | ||
As part of Agent Desktop functionality, logged in supervisors may record the calls of agents on their teams. In addition, logged in supervisors with the privilege ''Monitor agent screen'' have the option to view screens of selected members of their team and monitor their desktop actions in real time. Furthermore, supervisors with the privilege ''Watch agent screen recordings'' may record the screen of a logged in agent who is currently in the ''Busy'' state (i.e., an agent who is handling an interaction). Supervisors may start, stop, or pause a screen recording at any time (see section ''Screen Monitoring Controls'' below). | As part of Agent Desktop functionality, logged in supervisors may record the calls of agents on their teams. In addition, logged in supervisors with the privilege ''Monitor agent screen'' have the option to view screens of selected members of their team and monitor their desktop actions in real time. Furthermore, supervisors with the privilege ''Watch agent screen recordings'' may record the screen of a logged in agent who is currently in the ''Busy'' state (i.e., an agent who is handling an interaction). Supervisors may start, stop, or pause a screen recording at any time (see section ''Screen Monitoring Controls'' below). | ||
| − | == Call Recording == | + | == Call Recording == <!--T:3--> |
=== How to Start Recording === | === How to Start Recording === | ||
Click the '''Start Recording''' [[File:Supervisor-guide-image24.png|26px]] button. The button will change its function to '''Stop recording'''. | Click the '''Start Recording''' [[File:Supervisor-guide-image24.png|26px]] button. The button will change its function to '''Stop recording'''. | ||
| − | === How to Pause Recording === | + | === How to Pause Recording === <!--T:4--> |
Click the '''Pause Recording''' [[File:Pause-Screen-Recording.png|26px]] button. The button will change its function to '''Pause recording'''. | Click the '''Pause Recording''' [[File:Pause-Screen-Recording.png|26px]] button. The button will change its function to '''Pause recording'''. | ||
| − | === How to Stop Recording === | + | === How to Stop Recording === <!--T:5--> |
Click the '''Stop recording''' [[File:Supervisor-guide-image25.png|26px]] button. Otherwise, the call recording will stop automatically when the call is released. | Click the '''Stop recording''' [[File:Supervisor-guide-image25.png|26px]] button. Otherwise, the call recording will stop automatically when the call is released. | ||
| − | == Screen Monitoring == | + | == Screen Monitoring == <!--T:6--> |
=== How to Begin Screen Monitoring === | === How to Begin Screen Monitoring === | ||
# Select the desired agent from the ''Agent Metrics View'' in the Agent Desktop widget. The ''Contact Info Panel'' will display the monitoring functions.<br /><br /> | # Select the desired agent from the ''Agent Metrics View'' in the Agent Desktop widget. The ''Contact Info Panel'' will display the monitoring functions.<br /><br /> | ||
# Click the '''See Screen''' button [[File:Supervisor-guide-image33.png|26px]]. A new window will open, showing you the desktop of the selected agent. | # Click the '''See Screen''' button [[File:Supervisor-guide-image33.png|26px]]. A new window will open, showing you the desktop of the selected agent. | ||
| + | <!--T:7--> | ||
Note that you can only continuously monitor a screen of one agent at a time. Thus, if you activate this function for another agent, monitoring of the originally selected agent will stop. | Note that you can only continuously monitor a screen of one agent at a time. Thus, if you activate this function for another agent, monitoring of the originally selected agent will stop. | ||
| − | === How to Pause Monitoring the Agent’s Screen === | + | === How to Pause Monitoring the Agent’s Screen === <!--T:8--> |
Occasionally you may wish to omit certain parts of an agent's activity from a screen recording, without stopping the recording entirely. Such a need may arise when agents are receiving sensitive data from customers, such as credit card numbers, social security numbers, and so forth. | Occasionally you may wish to omit certain parts of an agent's activity from a screen recording, without stopping the recording entirely. Such a need may arise when agents are receiving sensitive data from customers, such as credit card numbers, social security numbers, and so forth. | ||
| + | <!--T:9--> | ||
To pause monitoring and screen recording, click the '''Pause recording''' button [[File:Pause-Screen-Recording.png|26px]]. Clicking the '''Pause recording''' button again will resume the recording. | To pause monitoring and screen recording, click the '''Pause recording''' button [[File:Pause-Screen-Recording.png|26px]]. Clicking the '''Pause recording''' button again will resume the recording. | ||
| + | <!--T:10--> | ||
The capability to pause a recording is enabled by the call center .XML definition file that was uploaded during Salesforce integration configuration. For more information, see section [[sfdc-integration-guide/InstallingaManagedPackage|Installing a Managed Package]]. | The capability to pause a recording is enabled by the call center .XML definition file that was uploaded during Salesforce integration configuration. For more information, see section [[sfdc-integration-guide/InstallingaManagedPackage|Installing a Managed Package]]. | ||
| + | <!--T:11--> | ||
[[File:Screen-Recording-Controls.png|450px|thumbnail|center|Screen recording controls are given at the top of the monitoring window]] | [[File:Screen-Recording-Controls.png|450px|thumbnail|center|Screen recording controls are given at the top of the monitoring window]] | ||
| − | === How to Stop Monitoring the Agent’s Screen === | + | === How to Stop Monitoring the Agent’s Screen === <!--T:12--> |
Simply close the browser window. | Simply close the browser window. | ||
Revision as of 01:28, 15 October 2019
<translate>= Pausing and Resuming Recordings= SFDC integration provides an integrated Agent Desktop within your Salesforce environment. As such, the same agent and supervisor functionality found in the Agent Desktop application are available to users signed in to their Salesforce.com integration accounts. For more information on the various functions, controls, and capabilities of Agent Desktop, see the Bright Pattern Contact Center Agent Guide and Supervisor Guide.
As part of Agent Desktop functionality, logged in supervisors may record the calls of agents on their teams. In addition, logged in supervisors with the privilege Monitor agent screen have the option to view screens of selected members of their team and monitor their desktop actions in real time. Furthermore, supervisors with the privilege Watch agent screen recordings may record the screen of a logged in agent who is currently in the Busy state (i.e., an agent who is handling an interaction). Supervisors may start, stop, or pause a screen recording at any time (see section Screen Monitoring Controls below).
Call Recording
How to Start Recording
Click the Start Recording 
button. The button will change its function to Stop recording.
How to Pause Recording
Click the Pause Recording 
button. The button will change its function to Pause recording.
How to Stop Recording
Click the Stop recording 
button. Otherwise, the call recording will stop automatically when the call is released.
Screen Monitoring
How to Begin Screen Monitoring
- Select the desired agent from the Agent Metrics View in the Agent Desktop widget. The Contact Info Panel will display the monitoring functions.
- Click the See Screen button
. A new window will open, showing you the desktop of the selected agent.
Note that you can only continuously monitor a screen of one agent at a time. Thus, if you activate this function for another agent, monitoring of the originally selected agent will stop.
How to Pause Monitoring the Agent’s Screen
Occasionally you may wish to omit certain parts of an agent's activity from a screen recording, without stopping the recording entirely. Such a need may arise when agents are receiving sensitive data from customers, such as credit card numbers, social security numbers, and so forth.
To pause monitoring and screen recording, click the Pause recording button . Clicking the Pause recording button again will resume the recording.
The capability to pause a recording is enabled by the call center .XML definition file that was uploaded during Salesforce integration configuration. For more information, see section Installing a Managed Package.
How to Stop Monitoring the Agent’s Screen
Simply close the browser window.
</translate>