Current conversation

The view of the live conversation varies depending on the Recording Type. The Recording Type is defined in the recording rule.

Settings tab > User configuration > Rules tab > Configure recording rule.

Relevant recording types:

Bulk Recording: All conversations of the user are automatically recorded.
Recording On Demand: The user decides whether the current conversation is recorded. Recording can be started and stopped several times.
Recording Control for Bulk Recording: This option allows the user to temporarily pause the recording and then continue.
Record Switch: The user can activate or deactivate automatic recording.
Keep/Delete: Keep or delete the recording during the conversation or in a follow-up time. NOTICE! Dynamic display, see Keep/Delete.
Never Record: All conversations that are not recorded due to no user in Recording Insights or the recording rule Never record.

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

General overview

The live call view varies depending on the Recording Type. It is possible that you have fewer options.

	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 Tab Fields.
	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

You have started a conversation.

Click on the icon to open the live view of the conversation.
The window on the left appears.
The customized fields and checkboxes are not activated because the recording has not been started.
Click on the icon (scenario ID) and the automatically created scenario ID of the recording is copied directly to the clipboard.

NOTICE! The scenario ID is not identical to the recording ID of Recording Insights. The recording ID of Recording Insights is generated at the end of the conversation

Click on Start to start recording the conversation.
The following window appears.
− The user-defined fields and checkboxes are activated with the recording.

Enter the relevant information in the Test Field Customer Number and Docu Fieldinput 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.

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

Stop recording

Click Stop recording to stop the recording.
The following window appears.
The customized fields and checkboxes can still be edited.

Continue recording

Click Start again to restart the recording.
The user-defined fields and checkboxes are reactivated.
Click Stop to stop recording the conversation.

NOTICE! The recording of the conversation ends as soon as you leave or end the conversation. The live view of the conversation is closed automatically.

Wrap-up Time


	After the end of the conversation, you have a wrap-up time at your disposal. In this wrap-up time, you can change the tags, check the content and copy the scenario ID.

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.