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<translate>= Call Recording and Monitoring=
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<translate>= Call Recording and Monitoring= <!--T:1-->
 
Call recording and monitoring settings are configured in ''Quality Management > Call Recording and Monitoring'' in the Contact Center Administrator application.  
 
Call recording and monitoring settings are configured in ''Quality Management > Call Recording and Monitoring'' in the Contact Center Administrator application.  
  
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<!--T:2-->
 
Voice recordings can be subsequently played back via:
 
Voice recordings can be subsequently played back via:
 
* Contact Center Administrator, in the Interaction Record (requires privilege "Listening to all call recordings and view all chat transcripts" or "Listening to call recordings and view chat transcripts on services" in reviewer role; the latter is typically used for BPO client access).
 
* Contact Center Administrator, in the Interaction Record (requires privilege "Listening to all call recordings and view all chat transcripts" or "Listening to call recordings and view chat transcripts on services" in reviewer role; the latter is typically used for BPO client access).
  
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<!--T:3-->
 
* Agent Desktop, in the contact's Activities (requires privilege "Listen to call recordings and view chat transcripts on assigned services" or "Listening to own call recordings and view own chat transcripts").
 
* Agent Desktop, in the contact's Activities (requires privilege "Listen to call recordings and view chat transcripts on assigned services" or "Listening to own call recordings and view own chat transcripts").
  
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<!--T:4-->
 
Voice recordings can also be exported to an external storage.
 
Voice recordings can also be exported to an external storage.
  
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<!--T:5-->
 
'''Note''': [[#CallRecording|Call Recording]] is enabled automatically when a supervisor begins [[Supervisor-guide/CallMonitoring,CoachingandBarge-in|monitoring]] unless the [[Contact-center-administrator-guide/QualityManagement/CallRecording#Recording_during_supervisor_monitoring|Recording during supervisor monitoring]] setting is disabled.
 
'''Note''': [[#CallRecording|Call Recording]] is enabled automatically when a supervisor begins [[Supervisor-guide/CallMonitoring,CoachingandBarge-in|monitoring]] unless the [[Contact-center-administrator-guide/QualityManagement/CallRecording#Recording_during_supervisor_monitoring|Recording during supervisor monitoring]] setting is disabled.
  
== Settings ==
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== Settings == <!--T:6-->
 
[[File:CCA-QM-Call-Recording-5312.PNG|650px|thumbnail|center|Call Recording and Monitoring settings]]
 
[[File:CCA-QM-Call-Recording-5312.PNG|650px|thumbnail|center|Call Recording and Monitoring settings]]
  
  
=== Call Recording ===
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=== Call Recording === <!--T:7-->
 
Select the record calls checkbox to enable call recording. If this property is checked, all voice calls will be recorded (inbound, outbound, and internal).
 
Select the record calls checkbox to enable call recording. If this property is checked, all voice calls will be recorded (inbound, outbound, and internal).
  
 +
<!--T:8-->
 
Regular call recording, where speech of all call participants is recorded to the same file, is performed in the GSM format. Your service provider may also enable multichannel recording for you, where speech of each call participant is recorded to a separate file and is performed in uncompressed PCM 16-bit format.  If enabled, the multichannel recording will be performed in parallel with the regular recording and will be controlled by the same recording settings and controls. Note, however, that due to their large size, multichannel recordings are usually stored locally for a limited time (check with your service provider) and can be exported via the [https://documenter.getpostman.com/view/6711197/S1EUtb1f  Multichannel Recording] API method only.
 
Regular call recording, where speech of all call participants is recorded to the same file, is performed in the GSM format. Your service provider may also enable multichannel recording for you, where speech of each call participant is recorded to a separate file and is performed in uncompressed PCM 16-bit format.  If enabled, the multichannel recording will be performed in parallel with the regular recording and will be controlled by the same recording settings and controls. Note, however, that due to their large size, multichannel recordings are usually stored locally for a limited time (check with your service provider) and can be exported via the [https://documenter.getpostman.com/view/6711197/S1EUtb1f  Multichannel Recording] API method only.
  
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<!--T:9-->
 
Additionally, note that this configuration setting can be overridden by the following actions (listed in the order from least to most powerful):  
 
Additionally, note that this configuration setting can be overridden by the following actions (listed in the order from least to most powerful):  
  
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<!--T:10-->
 
* Configuration settings for a specific service
 
* Configuration settings for a specific service
 
* Configuration settings for a specific user
 
* Configuration settings for a specific user
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* Value of scenario variable ''$(banVoiceRecording)''
 
* Value of scenario variable ''$(banVoiceRecording)''
  
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<!--T:11-->
 
If a call is transferred, the call recording state is determined by the highest level override present in the main or consult call after transfer. If two or more calls are merged into a conference, the call recording state is determined by the highest level override present in any merged call. Once recording is manually started via API, it can be stopped by only API call or by setting the ''$(banVoiceRecording)'' variable. Adding or removing services or other users would not stop the recording started by API.
 
If a call is transferred, the call recording state is determined by the highest level override present in the main or consult call after transfer. If two or more calls are merged into a conference, the call recording state is determined by the highest level override present in any merged call. Once recording is manually started via API, it can be stopped by only API call or by setting the ''$(banVoiceRecording)'' variable. Adding or removing services or other users would not stop the recording started by API.
  
=== Play monitoring notification ===
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=== Play monitoring notification === <!--T:12-->
 
Select the checkbox for '''to agent''', '''to customer''', or both to specify who should hear the monitoring notification.
 
Select the checkbox for '''to agent''', '''to customer''', or both to specify who should hear the monitoring notification.
  
=== Monitoring prompt ===
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=== Monitoring prompt === <!--T:13-->
 
The ''Monitoring prompt'' is the sound or other audio message that will be used for the monitoring notification. Click '''upload''' to add a voice file (in WAV format).
 
The ''Monitoring prompt'' is the sound or other audio message that will be used for the monitoring notification. Click '''upload''' to add a voice file (in WAV format).
  
=== Play notification tone periodically ===
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=== Play notification tone periodically === <!--T:14-->
 
==== When call is recorded ====
 
==== When call is recorded ====
 
Select the checkbox for '''to agent''', '''to customer''', or both to specify who should hear a tone when a call is being recorded.
 
Select the checkbox for '''to agent''', '''to customer''', or both to specify who should hear a tone when a call is being recorded.
  
==== When call is monitored ====
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==== When call is monitored ==== <!--T:15-->
 
Select the checkbox for '''to agent''', '''to customer''', or both to specify who should hear a tone when a call is being monitored.
 
Select the checkbox for '''to agent''', '''to customer''', or both to specify who should hear a tone when a call is being monitored.
  
==== Periodic Monitoring or Recording prompt ====
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==== Periodic Monitoring or Recording prompt ==== <!--T:16-->
 
The ''Periodic Monitoring or Recording prompt'' is the sound or other audio message that will be used as the notification tone. Click '''upload''' to add a voice file (in WAV format).
 
The ''Periodic Monitoring or Recording prompt'' is the sound or other audio message that will be used as the notification tone. Click '''upload''' to add a voice file (in WAV format).
  
==== period, sec ====
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==== period, sec ==== <!--T:17-->
 
''Period, sec'' is the period of time (in seconds) to wait before playing the periodic monitoring or recording prompt again. For example, specifying 10 seconds here causes the periodic monitoring or recording prompt to be played every 10 seconds.
 
''Period, sec'' is the period of time (in seconds) to wait before playing the periodic monitoring or recording prompt again. For example, specifying 10 seconds here causes the periodic monitoring or recording prompt to be played every 10 seconds.
  
=== Play notification when recording starts ===
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=== Play notification when recording starts === <!--T:18-->
 
Select the checkbox for '''to agent''', '''to customer''', or both to specify who should hear the notification when the recording starts. Note that this notification will play after the manual start of recording only.
 
Select the checkbox for '''to agent''', '''to customer''', or both to specify who should hear the notification when the recording starts. Note that this notification will play after the manual start of recording only.
  
==== Start recording prompt ====
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==== Start recording prompt ==== <!--T:19-->
 
The ''Start recording prompt'' is the sound or other audio message that will be played when recording begins. Click '''upload''' to add a voice file or sound (in WAV format, no more than 3 MB).
 
The ''Start recording prompt'' is the sound or other audio message that will be played when recording begins. Click '''upload''' to add a voice file or sound (in WAV format, no more than 3 MB).
  
=== Play notification when recording stops ===
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=== Play notification when recording stops === <!--T:20-->
 
Select the checkbox for '''to agent''', '''to customer''', or both to specify who should hear the notification when the recording stops. Note that this notification will play after the manual stop of recording only.
 
Select the checkbox for '''to agent''', '''to customer''', or both to specify who should hear the notification when the recording stops. Note that this notification will play after the manual stop of recording only.
  
==== Stop recording prompt ====
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==== Stop recording prompt ==== <!--T:21-->
 
The ''Stop recording prompt'' is the sound or other audio message that will be played when recording ends. Click '''upload''' to add a voice file or sound (in WAV format, no more than 3 MB).
 
The ''Stop recording prompt'' is the sound or other audio message that will be played when recording ends. Click '''upload''' to add a voice file or sound (in WAV format, no more than 3 MB).
  
=== Recording during supervisor monitoring ===
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=== Recording during supervisor monitoring === <!--T:22-->
 
This setting allows you to control whether agents are recorded during [[Supervisor-guide/CallMonitoring,CoachingandBarge-in|supervisor monitoring]] or not. Prior to version 5.3.12, when a supervisor began a call-monitoring session, the recording of such a call would begin unconditionally. While this continues to be the default behavior, you can now disable automatic recording of monitored calls by deselecting the ''Automatically record monitored calls checkbox''. Please note that if the ''Automatically record monitored calls'' checkbox is selected, monitored calls will be recorded whether the [[#Call_Recording|Call Recording]] option is enabled for your contact center or not.
 
This setting allows you to control whether agents are recorded during [[Supervisor-guide/CallMonitoring,CoachingandBarge-in|supervisor monitoring]] or not. Prior to version 5.3.12, when a supervisor began a call-monitoring session, the recording of such a call would begin unconditionally. While this continues to be the default behavior, you can now disable automatic recording of monitored calls by deselecting the ''Automatically record monitored calls checkbox''. Please note that if the ''Automatically record monitored calls'' checkbox is selected, monitored calls will be recorded whether the [[#Call_Recording|Call Recording]] option is enabled for your contact center or not.
  
=== Recording after external transfer ===
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=== Recording after external transfer === <!--T:23-->
 
==== Stop recording of calls transferred outside ====
 
==== Stop recording of calls transferred outside ====
 
For voice services, you can discontinue call recording upon transferring a call to an external number.
 
For voice services, you can discontinue call recording upon transferring a call to an external number.
  
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<!--T:24-->
 
Instances in which you may not want to record calls include when:
 
Instances in which you may not want to record calls include when:
 
* Customers require calls not to be recorded after transfer to an external number.
 
* Customers require calls not to be recorded after transfer to an external number.
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* Agents must not record calls when transferring to a specific agent.
 
* Agents must not record calls when transferring to a specific agent.
  
==== Continue recording of calls transferred outside ====
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==== Continue recording of calls transferred outside ==== <!--T:25-->
 
This selection specifies that the call will be recorded even after the transfer.
 
This selection specifies that the call will be recorded even after the transfer.
  
==== except when calling the following numbers ====
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==== except when calling the following numbers ==== <!--T:26-->
 
To create exceptions to your call recording/stopping selections, click '''add'''.  
 
To create exceptions to your call recording/stopping selections, click '''add'''.  
  

Latest revision as of 04:30, 25 June 2020

Other languages:
English • ‎日本語
• 5.3 • 5.8

Call Recording and Monitoring

Call recording and monitoring settings are configured in Quality Management > Call Recording and Monitoring in the Contact Center Administrator application.

Voice recordings can be subsequently played back via:

  • Contact Center Administrator, in the Interaction Record (requires privilege "Listening to all call recordings and view all chat transcripts" or "Listening to call recordings and view chat transcripts on services" in reviewer role; the latter is typically used for BPO client access).
  • Agent Desktop, in the contact's Activities (requires privilege "Listen to call recordings and view chat transcripts on assigned services" or "Listening to own call recordings and view own chat transcripts").

Voice recordings can also be exported to an external storage.

Note: Call Recording is enabled automatically when a supervisor begins monitoring unless the Recording during supervisor monitoring setting is disabled.

Settings

Call Recording and Monitoring settings


Call Recording

Select the record calls checkbox to enable call recording. If this property is checked, all voice calls will be recorded (inbound, outbound, and internal).

Regular call recording, where speech of all call participants is recorded to the same file, is performed in the GSM format. Your service provider may also enable multichannel recording for you, where speech of each call participant is recorded to a separate file and is performed in uncompressed PCM 16-bit format. If enabled, the multichannel recording will be performed in parallel with the regular recording and will be controlled by the same recording settings and controls. Note, however, that due to their large size, multichannel recordings are usually stored locally for a limited time (check with your service provider) and can be exported via the Multichannel Recording API method only.

Additionally, note that this configuration setting can be overridden by the following actions (listed in the order from least to most powerful):

  • Configuration settings for a specific service
  • Configuration settings for a specific user
  • Value of scenario variable $(doNotRecord)
  • Manual pause/resume recording commands by Agent/Supervisor
  • Automatic recording when a call is monitored
  • Presume recording using corresponding desktop API methods
  • Value of scenario variable $(banVoiceRecording)

If a call is transferred, the call recording state is determined by the highest level override present in the main or consult call after transfer. If two or more calls are merged into a conference, the call recording state is determined by the highest level override present in any merged call. Once recording is manually started via API, it can be stopped by only API call or by setting the $(banVoiceRecording) variable. Adding or removing services or other users would not stop the recording started by API.

Play monitoring notification

Select the checkbox for to agent, to customer, or both to specify who should hear the monitoring notification.

Monitoring prompt

The Monitoring prompt is the sound or other audio message that will be used for the monitoring notification. Click upload to add a voice file (in WAV format).

Play notification tone periodically

When call is recorded

Select the checkbox for to agent, to customer, or both to specify who should hear a tone when a call is being recorded.

When call is monitored

Select the checkbox for to agent, to customer, or both to specify who should hear a tone when a call is being monitored.

Periodic Monitoring or Recording prompt

The Periodic Monitoring or Recording prompt is the sound or other audio message that will be used as the notification tone. Click upload to add a voice file (in WAV format).

period, sec

Period, sec is the period of time (in seconds) to wait before playing the periodic monitoring or recording prompt again. For example, specifying 10 seconds here causes the periodic monitoring or recording prompt to be played every 10 seconds.

Play notification when recording starts

Select the checkbox for to agent, to customer, or both to specify who should hear the notification when the recording starts. Note that this notification will play after the manual start of recording only.

Start recording prompt

The Start recording prompt is the sound or other audio message that will be played when recording begins. Click upload to add a voice file or sound (in WAV format, no more than 3 MB).

Play notification when recording stops

Select the checkbox for to agent, to customer, or both to specify who should hear the notification when the recording stops. Note that this notification will play after the manual stop of recording only.

Stop recording prompt

The Stop recording prompt is the sound or other audio message that will be played when recording ends. Click upload to add a voice file or sound (in WAV format, no more than 3 MB).

Recording during supervisor monitoring

This setting allows you to control whether agents are recorded during supervisor monitoring or not. Prior to version 5.3.12, when a supervisor began a call-monitoring session, the recording of such a call would begin unconditionally. While this continues to be the default behavior, you can now disable automatic recording of monitored calls by deselecting the Automatically record monitored calls checkbox. Please note that if the Automatically record monitored calls checkbox is selected, monitored calls will be recorded whether the Call Recording option is enabled for your contact center or not.

Recording after external transfer

Stop recording of calls transferred outside

For voice services, you can discontinue call recording upon transferring a call to an external number.

Instances in which you may not want to record calls include when:

  • Customers require calls not to be recorded after transfer to an external number.
  • Customers require just the consult portion of the call to be recorded in order to have reference data for the agent.
  • Agents must not record calls when transferring to a specific agent.

Continue recording of calls transferred outside

This selection specifies that the call will be recorded even after the transfer.

except when calling the following numbers

To create exceptions to your call recording/stopping selections, click add.





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