Record current conversation

A start/stop button for recording is created with the user rule Rules > Recording: Bulk recording, Recording on demand and Pause recording is displayed. With the Recording switchable recording rule, the recording starts directly, a start/stop button is not displayed.

The user-defined fields can be edited in the Fields tab of the detailed view after the call has been recorded, see Tab Fields.

	Position	Description
	1	Current Calls Scenario ID The automatically created scenario ID of the recording is copied directly to the clipboard.
	2	Recording control Inactive - No recording Active recording
	3	Additional Information Display of the user-defined fields and checkboxes, see --- FEHLENDER LINK ---.
	4	Notes Additional notes about the conversation, see Tab Notes
	5	Course of the conversation Time stamp of actions affecting the recording, user ID, time stamp, and system information. The following system information is displayed: Call started: The point in time, at which a call begins. Recording started: The point in time, at which the recording of a call begins. Mute: The point in time, at which a participant switches off their microphone. Unmute: The point in time, at which a participant reactivates their microphone. Call changed: The point in time, at which changes occur in the call status or in the call parameters. Recording stopped: Reason: The point in time, at which a recording is stopped, including the reason for stopping the recording. Reason can be selected when stopping the recording. Call changed: The point in time, at which changes occur in the call status or in the call parameters. Call finished: The point in time, at which a call ends.

Record Conversation

Guidelines for recording the conversation

Recording rule On demand + Chat

Voice, video/screen recording
Record On Demand
Chat: Bulk recording, chat in the team channel - Never record

Activate user-defined fields and checkboxes

Access rights User access - Administrator rights

Access to the additional fields

Access rights User access - User rights

Access Fields
− Full Access: Read and write access to the certain user-defined fields und Checkboxen
- Deactivate live notes (do notes/create tags)

Example

You have started a conversation.

Click on the icon to open the live view of the conversation.
The following window appears:
The user-defined fields and checkboxes are not activated.
Click on the icon (scenario ID) and the automatically created scenario ID of the recording is copied directly to the temporary memory.
The scenario ID enables a quick search in the Recording tab and can be saved externally.

The scenario ID is not the same as the recording ID of Recording Insights. The recording ID of Recording Insights is generated at the end of the conversation.

Click on the icon to start recording the conversation.
The following window appears:
- The symbol flashes during recording.
− The user-defined fields and checkboxes are activated with the recording.

Example:

Enter the relevant information in the Test Field Customer Number and Docu Field input fields, see Defaults and description of user-defined fields and checkboxes.
Under Test Checkbox select the Yes or No checkbox for the defined defaults, see Defaults and description of user-defined fields and checkboxes.

Filled in user-defined fields and checkboxes

Click on one of the buttons Save to save the configuration in the custom fields and check boxes.
The window is refreshed automatically:

Click on the icon to stop recording the conversation.
The following window appears:
User-defined fields and check boxes cannot be edited in the live view of the conversation anymore.

Continue recording

Click on the icon to start recording the conversation.
The user-defined fields and checkboxes are reactivated.
Click on the icon to stop recording the conversation.

The recording of the conversation is stopped once you leave or finish the conversation. The live view of the conversation is closed automatically.

Specifications and description of custom fields and check boxes

Specifications for custom fields and check boxes

Field Test Feld Kundennummer

Only numbers, exactly 10 numbers
Maximum of 2 fields Test Feld Kundennummer

Check box Test Checkbox

Trigger action: Set TTL to change the retention time
− Yes - TTL: creation day + 500 days
− No - TTL: creation day + 90 days

Field Docu Field

Max. 30 numbers and characters
Maximum of 3 fields Docu Field

In the field Test Feld Kundennummer, enter the customer number.
Once the 10 numbers have been entered, the button Save is activated.
− If more than the permitted 10 numbers are entered, an error message is issued.
− If fewer than the permitted 10 numbers are entered, saving the entries in the field Test Feld Kundennummer is not possible.
Click on Add field to add another Test Feld Kundennummer.
− If more than the permitted fields are added, an error message is issued.
Click on the icon to delete the field Test Feld Kundennummer.

Under Test Checkbox, tick the check box Yes or No to change the retention time.
The button Save is activated.

If Yes is saved, changing the selection to No is no longer possible.

If No is saved, changing the selection to Yes remains possible.

Enter text into the field Docu Field.
Enter a minimum of 1 character so that the button Save is activated.
− If more than the permitted 30 numbers and characters are entered, an error message is issued.
Click on Add field to add another Docu Field.
− If more than the permitted fields are added, an error message is issued.
Click on the icon to delete the field Docu Field.