Recording Types

Recording Types will appear when one or more of those check boxes are selected:

Recording Type
Recording Type

 

More Options...

The option More options... offers extended configuration options for different recording types and communication directions within the application. It allows users to make differentiated settings for recordable and non-recordable calls and meetings. By using these options in a targeted manner, you can control which conversations are recorded in accordance with company-specific guidelines. This provides greater flexibility and control over the recording guidelines.

Overview of recording types and their options:

Cluster

Option/Function

Recording Type

Inbound

Outbound

Meeting

External Meeting

Internal Meeting

Internal

Record

Bulk Recording

x

x

x

x

x

x

x

Never Record

x

x

x

x

x

x

x

Record On-demand

x

x

x

x

x

x

x

Recording Control for Bulk Recording

x

x

x

x

x

x

x

Record Switch

x

Record based on meeting invite

x

x

Allow/Deny List

Tenant Allow List

x

x

x

x

x

Allow List (selected)

x

x

x

x

x

Tenant Deny List

x

x

x

x

x

Deny List (selected)

x

x

x

x

x

Allow list - subject

x

x

Deny list - subject

x

x

Queue

Allow Queue Recording

x

x

x

Deny Queue Recording

x

x

x

Others

Keep/Delete

x

x

x

x

x

x

x

Wrap-up Timer (secs)

x

x

x

x

x

More options

x
(opens Inbound, Outbound, Meeting and Internal)

x
(opens External and Internal Meeting)

 

Description of the Option/Function

Option / Function

Description

Bulk Recording

All conversations of the user are recorded automatically.

 

Never Record

None of the user’s conversations are recorded.

 

Record On-demand

The user decides whether the current recording is supposed to be recorded. The conversation can be recorded partially or started and stopped as often as required.

  • NOTICE! Recording control (start/stop) is called up by clicking on the icon in the functionality bar of the tab Recording.
  • For the recording of a conversation the icons and are displayed for started and for stopped recordings, respectively.

Dynamic window displays:

Die RoD-control (record on demand) allows users to dynamically start and stop recording using DTMF codes.

  • RoD start code: Recording can be started by entering the DTMF code 999.
  • RoD stop code: Recording can be stopped by entering the DTMF code #999#.
  • RoD Start Only: Recording can only be started but not stopped. This setting prevents the recording from being interrupted accidentally.
  • RoD Stop Reason Required: Requires the selection of a predefined stop reason before a recording can be ended. The reasons are displayed in the drop-down menu of the live conversation view and documented in the detailed view and the metadata of the conversation. The reasons are available for compliance analyses.
  • NOTICE! Up to 10 user-defined stop reasons can be added, each separated by the character “|”.

Recording Control for Bulk Recording

Bulk recording with recording control

Dynamic window displays:

Die RoD-control (record on demand) allows users to dynamically start and stop recording using DTMF codes.

  • RoD start code: Recording can be started by entering the DTMF code 999.
  • RoD stop code: Recording can be stopped by entering the DTMF code #999#.
  • RoD Start Only: Recording can only be started but not stopped. This setting prevents the recording from being interrupted accidentally.
  • RoD Stop Reason Required: Requires the selection of a predefined stop reason before a recording can be ended. The reasons are displayed in the drop-down menu of the live conversation view and documented in the detailed view and the metadata of the conversation. The reasons are available for compliance analyses.
  • NOTICE! Up to 10 user-defined stop reasons can be added, each separated by the character “|”.

 

Record Switch

Dynamic window displays:

  • Record Switch Initial On: Before the meeting user can decide if they want the call/meeting to be recorded. Users can switch on or off bulk recordings in their own settings section in the app.

 

Record based on meeting invite

NOTICE! This option is only available in Type Meeting:

  1. Go to Type Meeting.
  2. Click on More options....
  3. Select the radio button of Record based on meeting invite within Type Internal Meeting or Type External Meeting.

NOTICE! Dynamic display: An additional field for adding participants and organizers is displayed under the section Type Internal Meeting. Only users of Recording Insights can be selected as meeting organizers, see Record based on meeting invite.

  1. Enter the first letter of the users name in the field Meeting Organizers.
  2. Select the corresponding user from the drop-down list.
  3. Enter the Microsoft login name or the email address in the field Meeting Attendees.

 

Tenant Allow List

Enables the recording of calls or meetings if certain criteria such as participants, telephone numbers or subject (meeting subject) apply, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording.

Meeting with Subject: Review → Is recorded.

NOTICE! Dynamic display: An additional field to add an Allow List is displayed under the section Type Internal.

 

Allow List (selected)

Recording only takes place if only participants from the defined Allow List are involved, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording.

Example: userA and userB (Allow List) are part of the call → Is recorded. External participant joins → pause.

NOTICE! Dynamic display: An additional field to add an Allow List is displayed under the section Type Internal.

 

Tenant Deny List

Prevents calls or meetings from being recorded if certain criteria such as participants, telephone numbers or meeting subject apply, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording.

Example: Data protection non-recording of sensitive meetings or calls.

Meeting with Subject: Staff appraisal → Not recorded.

NOTICE! Dynamic display: An additional field to add an Deny List is displayed under the section Type Internal.

 

Deny List (selected)

Prevents recording if only participants from the defined Deny List are present, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording.

Example: Non-recording of internal meetings that are only held by certain groups.

Meeting with userA and userB (Deny List) → Not recorded.

External participant joins → Start.

NOTICE! Dynamic display: An additional field to add an Deny List is displayed under the section Type Internal.

 

Allow list - subject

Recording of meetings if the subject contains certain keywords. The keywords are matched with the meeting subject, although an exact match is not required, see Meeting subject as trigger.
NOTICE! The required rights for Subject of meeting subjects as triggers are Calendars.Read and OnlineMeetings.Read.All, see Meeting subject as trigger.

NOTICE! This option is only available in Type Meeting:

  1. Go to Type Meeting.
  2. Click on More options....
  3. Select the radio button of Allow list - subject within Type Internal Meeting or Type External Meeting.

NOTICE! Dynamic display: An additional field to add an Allow List Meeting Subject is displayed under the section Type Internal Meeting.

 

Deny list - subject

No recording of meetings if the subject contains certain keywords. The keywords are matched with the meeting subject, although an exact match is not required, see Meeting subject as trigger.
NOTICE! The required rights for Subject of meeting subjects as triggers are Calendars.Read and OnlineMeetings.Read.All, see Meeting subject as trigger.

NOTICE! This option is only available in Type Meeting:

  1. Go to Type Meeting.
  2. Click on More options....
  3. Select the radio button of Allow list - subject within Type Internal Meeting or Type External Meeting.

NOTICE! Dynamic display: An additional field to add a Deny List Meeting Subject is displayed under the section Type Internal Meeting.

 

Allow Queue Recording

Queue calls are recorded if certain criteria such as queue ID or user are met, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording.

Example: Calls from the customer support queue are displayed.

Call from customer support queue → Is recorded.

NOTICE! If a telephone number is assigned to a queue, this can optionally be added to the display name in Microsoft Entra ID. As a result, the number is displayed in the Recordings tab under Metadata and can be searched in the recordings view.

NOTICE! Dynamic display: An additional field to add a Allow Queue Recording List is displayed under the section Type Internal .

 

Deny Queue Recording

Prevents the recording of queued calls that meet certain criteria, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording.

Example: Exclusion of calls from the HR support queue due to data protection.

Call from HR support queue → Not recorded.

NOTICE! If a telephone number is assigned to a queue, this can optionally be added to the display name in Microsoft Entra ID. As a result, the number is displayed in the Recordings tab under Metadata and can be searched in the recordings view.

NOTICE! Dynamic display: An additional field to add a Deny Queue Recording List is displayed under the section Type Internal .

Keep/Delete

Define whether it is supposed to be possible to decide during the recording or during a defined wrap-up time to keep or delete the recording, see Keep/Delete.

Wrap-up Timer (secs)

Wrap-up time of the content, after the conversation has been completed.

Overview of communication directions and associated recording types

Type Inbound

Bulk Recording

Never Record

Recording On Demand

Recording Control for Bulk Recording

Tenant Allow List, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Allow List (selected), see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Tenant Deny List, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Deny List (selected), see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording.

Allow Queue Recording, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Deny Queue Recording, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Keep/Delete, see Keep/Delete

Type Outbound

Bulk Recording

Never Record

Recording On Demand

Recording Control for Bulk Recording

Tenant Allow List, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Allow List (selected), see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Tenant Deny List, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Deny List (selected), see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording.

Allow Queue Recording, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Deny Queue Recording, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Keep/Delete, see Keep/Delete

Type Meeting

Bulk Recording

Never Record

Recording On Demand

Recording Control for Bulk Recording

Keep/Delete, see Keep/Delete

− More options …

Type External Meeting

Bulk Recording

Never Record

Recording On Demand

Recording Control for Bulk Recording

Tenant Allow List, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Allow List (selected), see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Tenant Deny List, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Deny List (selected), see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Record based on meeting invite, see Meeting subject as trigger

Allow list - subject, see Meeting subject as trigger

Deny list - subject, see Meeting subject as trigger

Keep/Delete, see Keep/Delete

Type Internal Meetings

Bulk Recording

Never Record

Recording On Demand

Recording Control for Bulk Recording

Tenant Allow List, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Allow List (selected), see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Tenant Deny List, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Deny List (selected), see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Record based on meeting invite, see Meeting subject as trigger

Allow list - subject, see Meeting subject as trigger

Deny list - subject, see Meeting subject as trigger

Keep/Delete, see Keep/Delete

Internal conversations

Bulk Recording

Never Record

Recording On Demand

Recording Control for Bulk Recording

Tenant Allow List, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Allow List (selected), see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Tenant Deny List, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Deny List (selected), see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording.

Allow Queue Recording, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Deny Queue Recording, see Configure: Tenant Allow List, Allow List, Tenant Deny List, Deny List, Allow Queue Recording, Deny Queue Recording

Keep/Delete, see Keep/Delete