Create Conversation safe

To save a recording in Conversation Safe, a folder is required in which one or more recordings can be added.

  1. Click on the button Add folder.
  2. The following window is displayed:
Create Conversation safe

Legend

Option / function

Description

1

Name

  1. Enter a unique name for the new Conversation Safe directory in the Name field.

2

Description

  1. Entering a description is optional.
  2. Enter a unambiguous name for the new Conversation Safe directory in the Name field.

3

Assigned to

  1. Click in the field Assigned to.
  2. Select one or more users or groups from the drop-down list for access authorization to the Conversation Safe directory.

4

Checkboxes

  1. Select one or more checkboxes.

5

Add conversation by ID

Conversations can be added to the Conversation Safe folder using the conversation ID.

  1. Click in the field Add Conversation ID.
  2. Enter one or more conversation IDs.
  3. Confirm each conversation ID in the Suggested conversations field.

NOTICE! These added conversation(s) will be moved to the Conversation Safe directory after saving.

  1. Click on the button Save to save the settings.
    Click on the button Cancel to discard the settings.