General information |
Introduction |
Start application |
Tab Recording |
| ● Recording details and metadata |
| | ○ Visualization of the recording
○ Video recording and screen sharing
○ Detail view |
| | | − Tab Transcript |
| | | | ▫ Manual adjustment of transcript language
▫ Conversation Download
▫ Open AI
▫ Multi-lingual transcript
▫ Manual adjustment of transcript language |
| | | − Tab Policy
− Registerkarte Quality Management
− Tab Category
− Tab Keywords
− Tab Notes
− Tab Fields
− Tab TTL (retention period) |
| | | | ▫ Save recordings in conversation safe
▫ Remove recordings from conversation safe |
| | | − Metadata Tab |
| ● Recording management |
| | ○  Tile view
○  List view
○  Search recordings
○  Filter settings |
| | | − Preset filter settings through a replay rule (examples) |
| | ○ Bulk operation |
| | | − Bulk operation: Export
− Bulk operation: Export transcript
− Bulk operation: Export metadata
− Bulk Operation: Transcribe
− Bulk operation: Delete selected
− Bulk Operation: Add to safe
− Bulk operation: Remove from safe |
| ● Live call control and recording |
| | ○ Live view of the conversation |
| | | − Record current conversation
− Call control via DTMF-signals and PSTN-announcement-management |
| | ○ Conversation safe (tab Recording) |
| | | − Save recordings in conversation safe
− Remove recordings from conversation safe |
| | ○ Detail view of archived recordings |
| | | − Display archived conversations
− Restore archived conversations with restore request
− Restore archived conversations with restore approval |
Tab Dashboard |
| ● Create more dashboards
● Create Report |
| | ○ KPI |
| | | − Recording
− Audit reports |
| | | | ▫ Audit events for creating an audit report |
| | | − Analytics
− Quality Management
− Wallboard |
| | ○ Selected User
○ Widget and view options |
| | | − Further options for the alarm configuration |
| | ○ Conversation Type
○ Value
○ Time Format |
| ● Change mode - arrange widgets
● Edit widget |
| | ○ Change report and display
○ Delete report
○ Display maximized widgets
○ Display and export report in list view |
| | | − Display report in list view
− Export report as XLSX file |
Tab AI Policies |
| ● Tab Policies |
| | ○ Tile view
○ List view
○ Add policy
○ Policy Edit
○ Delete policy |
| ● Registerkarte Quality Management |
| | ○ Add scorecard
○ Edit scorecard
○ Delete scorecard |
| ● Tab Policy Rules |
| | ○ Create policy rule |
| | | − Trigger types |
| | ○ Edit policy rule |
| | | − Select trigger type Keywords
− Select trigger type Keyword categories
− Select trigger type Patterns
− Select trigger type Adherence phrases |
| | ○ Delete policy rule |
| ● Tab Patterns |
| | ○ Create patterns |
| | | − Create pattern with fragments
− Create pattern with regular expression |
| | ○ Edit patterns |
| | | − Edit pattern with fragments
− Edit pattern with regular expression |
| | ○ Delete pattern |
| ● Drop-down list: Adherence phrases, AI Adherence phrases |
| | ○ Adherence phrases |
| | | − Create adherence phrases
− Edit adherence phrases
− Delete adherence phrases |
| | ● AI Adherence phrases |
| | | − Add phrase
− Edit phrase
− Delete phrase |
| ● AI Questions |
| | ○ Add question
○ Edit AI question
○ Delete AI question |
| ● Drop-down list: Categories, AI Categorization. |
| | ○ Categories |
| | | − Create and edit category |
| | | | ▫ Define keyword and soundslike
▫ Import
▫ Frequency
▫ Action based on categorization |
| | | − Edit category |
| | | | ▫ Define keyword and soundslike
▫ Import
▫ Frequency
▫ Action based on categorization |
| | | − Delete category |
| | ○ AI Categorization |
| | | − Add AI categorization
− Edit AI categorization
− Delete AI categorization |
| ● Conversation safe (Tab Compliance) |
| | ○ Create conversation safe directory
○ Edit conversation safe directories |
Tab Settings |
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