Record current conversation

A start/stop button is displayed for recording with the user rule Rules > Recording: Bulk recording, Recording on demand and Stop recording. The recording rule Recording Switch starts the recording directly; a start/stop button is displayed.

Custom fields can be post-edited after the recording of the conversation in the detail view in the tab Fields, see Detail view tab Fields

	Position	Description
	1	Current call Scenario ID The automatically created scenario ID of the recording is loaded into the buffer directly.
	2	Recording control Inactive - no recording Active recording
	3	Additional Information Display of custom fields and check boxes
	4	Set Tag Enter notes about the call.
	5	Tagging Conversation history, view of recording history

Record conversation

Specification for recording the conversation

Recording rule On demand + Chat

Audio, video/screen recording
Recording on demand
Chat: Bulk recording, chat in Teams channel - Never record

Activating custom fields and check boxes

Access rights user access - administrator rights

Access to additional data fields

Access rights user access - user rights

Access Fields
− Full Access: read and write access to predefined custom fields and check boxes
− Deactivate live note (do not create notes/tags)

Example

You have started a conversation.

Click on the icon to open the live view of the conversation.
The following window appears:
Custom fields and check boxes have not been activated.
Click on the icon (Scenario ID) to copy the automatically created scenario ID into the buffer.
The Scenario ID facilitates searching for the conversation in the tab Recording and can be saved externally.

The scenario ID is not the same as the recording ID in Recording Insights. The recording ID in Recording Insights is created by the end of the conversation.

Click on the icon to start the recording of the conversation.
The following window appears:
− The icon flashes throughout the recording.
− Custom fields and check boxes are activated upon starting the recording.

Example:

In the fields Test Feld Kundennummer and Docu Field enter the corresponding information, see Specifications and description of custom fields and check boxes.
Under Test Checkbox, tick the check box Yes or No for the defined specifications, see Specifications and description of custom fields and check boxes.

Click on the button(s) Save to save the entries of the custom fields and check boxes.
The window is refreshed automatically:

Click on the icon to stop the recording.
The following window appears:
Custom fields and check boxes cannot be edited in the live call view.

Resume recording

Click on the icon to start the recording.
Custom fields and check boxes are activated again.
Click on the icon to stop the recording.

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.