Do Not Record

Learn how to manage your do not record settings for your organization in the call recording portal.

IP Address Restrictions

Learn more about how to set up and manage IP address restrictions in the call recording portal.

Managing Reports

Home | Archives for Rick OrtizManaging ReportsViewing & Exporting a Report (Level 2) Managing Reports There are eight reports included in the application that assist the user with administration activities. The reports identify information that can be found on the dashboard, but in more detail. Reports can be viewed as text or in a graphical format. You also have the … Read More

Managing Alerts

Home | Archives for Rick OrtizManaging AlertsCreating & Editing AlertsManaging Alerts Alerts are used to notify you of calls that meet specific conditions that are pre-defined by you. The information that shows for your Alert will depend on which type of Event you select for the Alert. For example, if the Event Type is listed as Call Initiated, then the … Read More

Managing Call Recordings/Interactions

Home | Archives for Rick OrtizManaging Call Recordings/InteractionsCompleted CallsSorting & FilteringPlaying AnnotatingEmailingCommentingCategorizing (Level 3)DownloadingExporting a Recorded Calls ListManaging Call Recordings/Interactions From the Interactions tab, you can access the following: Completed tab – Shows all completed recorded calls for all assigned users. In Progress tab – Shows information for all current calls, as well as which calls are currently being recorded. … Read More