What are the Recording settings in Outbound projects?

Which side of the conversation should be recorded. Can agents listen to other agents' recordings.

  • Default record mode for projects. Click this drop-down list to select the recording mode all calls associated with this project begin in.
    • Use the global project setting. Will take the preference set in the Projects page's Settings subpage.
    • Record both agent and customer voices
    • Record agent voice only. This option does not work for agents using the web browser version of Legacy Outbound.
    • Record agent voice only but include customer in voice receipts. This functions the same as Record agent voice only, until the agent clicks the Voice receipt button, at which point the customer side will also be recorded, until the agent clicks to finish the voice receipt. This option does not work for agents using the web browser version of Legacy Outbound, and is not available for inbound Omni projects.
  • Start call with recording paused. If this is ticked, all calls begin with recording off.  When the agent begins recording, whichever sides of the conversation specified in Default record mode for projects will be recorded.
  • Agents can listen to other agents' call recordings. This option is not available for inbound projects.  If you want agents to be able to listen to the call recordings of other agents, click to tick this box. Recordings are available in the contact card's history table.
  • Recording holding time (months). Type a number of months to keep call recordings, if you need to override the default three months.

Creating the project

This is the last section for creating an outbound campaign. If all other settings have been reviewed:

  1. Click the Create button in the top-right of the screen to complete the project creation.