How to Enable Call Recording

About

This article demonstrates step-by-step instructions for How to Enable Call Recording.

Product Features

Record Your Entire Organizations Calls

Record your entire organizations calls with just a few clicks!

Email with Call Recording

This nifty feature does not only record your calls, it can also automatically email them to a single or group or users. This saves users the hassle of logging into the portal to download call recordings.[/su_spoiler

Online Call Recording Access

Online call recording access is availiable 24/7 and included with your license. In this way, meetings and important calls can be recorded, stored, searched and downloaded for playback.

Call Recording Storage

We can store your call recording for as long as you need. First 30 days of storage is free. Then just .0010/minute per month afterwards.

Call Recording Management

Call recording management gives you the flexibility to manage calls recorded such as search and playback as well as setting up call recordings to be emailed promptly after being recorded.

Step-by-Step Instructions

The below table will detail the steps required to accomplish your goals:

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Login to the Management Portal by clicking a sign-on provider or entering your Email Address and Password as shown in Exhibit 1. If you don't have an account, you can sign signup instantly by clicking here.

Exhibit 1

Purchase Call Recording License

From the Dashboard, click on Store or the Cart Icon as shown in Exhibit 2a to view the products and services page. Then, choose Call Recording and select the Term and Quantity from the drop down list as shown in Exhibit 2b, and click Next on the bottom right side of the page as shown in Exhibit 2c.

Exhibit 2a

Email Recordings with Keywords — Click Store or Cart Icon

Exhibit 2b

Exhibit 2c

Review and Complete the Purchase

Next, review the product you are purchasing, and click on the Next button as shown in Exhibit 3a.

To complete the purchase, you need to choose your Payment Type from the list of options, and click on Finish on the bottom right side of the page as shown in Exhibit 3b.

Exhibit 3a

Exhibit 3b

Enable Call Recording

From the Dashboard, click on the Profile icon located on the upper left hand side of the page, and click General as shown in Exhibit 4a.

On the General Settings page, go to the Recording tab, and enable/disable the Record Calls. You can also choose the type of calls to record under Record Call Types. Click Save to commit your changes as shown in Exhibit 4b. The contact you have listed on your account will receive an email with the call recording attached as shown in Exhibit 4c.

For you convenience, a description of each field is provided below.

Record Calls

Turn on to enable call recording.

Send Recording Notifications

Turn on to receive email notification of the Recording. Note that the notification is sent to the person listed as the call recording contact.

Record Call Types

Choose to record “All” call, or record calls from “Call Queues and Groups Only”.

Exhibit 4a

Go to General Settings

Exhibit 4b

Exhibit 4c

Conclusion

Congratulations! You have now completed the "How-To Enable Call Recording" article and we hope that you have accomplished the goals you set out to achieve. However, if for any reason you may still require assistance with setup, simply login to the Management Portal and submit a support request.