General information |
Start application |
Tab Recording |
| Introduction |
| ● 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 |
| | | − 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 |
| ● Recording Details and Metadata |
| | ○ Video recording and screen sharing
○ Visualization of the recording
○ AI Assistant
○ Detail view |
| | | − Tab Transcript |
| | | | ▫ Manual adjustment of transcript language
▫ Conversation Download
▫ Multi-lingual transcript |
| | | − Tab Policy
− Tab Quality Management
− Tab Category
− Tab Keywords
− Tab Notes
− Tab Fields
− Tab TTL (retention period) |
| | | | ▫ Save recordings in conversation safe
▫ Remove recordings from conversation safe |
| | | − Tab Clean-up
− Tab Metadata
▫ Tab AI Assistant History |
Tab Dashboard |
| ● Dashboard |
| | ○ Create Dashboard |
| | ○ Change Dashboard |
| | ○ Delete Dashboard |
| | ○ Dashboard Templates |
| ● Report and Widget |
| | ○ Create Report |
| | | − KPI |
| | | | ▫ Recording
▫ Audit reports |
| | | | ▫ Analytics
▫ Quality Management
▫ Wallboard |
| | | | | ▪ Audit events for creating an audit report |
| | | − Alarm Configuration
− Widget
− Send as Email
− Time Format |
| | ○ Edit Report
○ Delete Report
○ Open Report |
| | | − Display and Export Report in List View
− Export Report as XLSX-file |
| | ○ Widget |
| ● Authorizations |
Tab AI Policies |
| ● Tab Policies |
| | ○ Tile View
○ List View
○ Add Policy
○ Edit Policy
○ Delete Policy |
| ● Tab Policy Rules |
| | ○ Add Policy Rule |
| | | − Criteria |
| | ○ 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 Policy Rules Triggers |
| | ○ Tab Adherence Phrases |
| | | − Add Adherence Phrases
− Edit Adherence Phrases
− Delete Adherence Phrases |
| | ○ Tab AI Adherence Phrases |
| | | − Add AI Adherence Phrase
− Edit AI Adherence Phrase
− Delete AI Adherence Phrase |
| | ○ Tab AI Questions |
| | | − Add AI Question
− Edit AI Question
− Delete AI Question |
| | ○ Tab Categories |
| | | − Add 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 |
| | ○ Tab Patterns |
| | | − Add Patterns | |
| | | | ▫ Add Pattern with Fragments
▫ Add Pattern with regular Expression |
| | | − Edit Patterns | |
| | | | ▫ Edit Pattern with Fragments
▫ Edit Pattern with regular Expression |
| | | − Delete Pattern | |
| ● Tab Quality Management |
| | ○ Add Scorecard
○ Edit Scorecard
○ Delete Scorecard |
| ●Tab AI Categorization |
| | | ○ Add AI Categorization
○ Edit AI Categorization
○ Delete AI Categorization |
| ● Tab AI Assistant |
| | | ○ Add Question
○ Edit Question
○ Delete Question |
Tab Settings |
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