Video Tutorials

Configure recording and find a recorded call

P12 - 3:41

Follow Max through the actual SessionPBX portal in an isolated demo workspace.

Transcript

Let’s configure automatic recording and find a saved call. Before recording, follow your organisation’s policy and the notices required for the people involved. This walkthrough uses a controlled test call in our demo workspace.

Open Team Members and edit the member. Under Access and features, look for Recording. No recording prevents the member from recording calls. That is Alex’s starting setting in this example.

On-demand allows the member to start and stop recording during a call, using the controls available in their app. Choose this mode when recording should be selective.

For this test, choose Record all calls. Calls are then recorded automatically, and the member cannot stop an individual recording. Select Save member before placing the test call.

Reopen the member and check that Record all calls has been saved. Then make a short test call, confirm that it connects, and end it normally. We have done that between Alex and Jamie.

Open Call Log in the member workspace after the call finishes. Use Outgoing and Answered to narrow the list. Match the calling and called members, timestamp and duration with your test.

You can search by name or number as well. Our call to Jamie lasted twenty seconds and has a play button in the Actions column. Select it to open the inline player and start listening.

Use Pause when you need to stop listening, and move the seek slider to replay a section. We have checked that this recording contains the expected test message. Check the actual audio, as well as the call’s result and duration.

Close the player when you’re finished. If a recording is missing, check that the member’s recording mode was saved before the call and that the call connected. Keep access to recordings within your organisation’s policy.

Our Record all calls setting was temporary. Return to Team Members, edit Alex, choose No recording, and save. In your own workspace, keep the mode that matches the member’s role and your agreed recording policy.

Reopen the member to confirm the final setting. The test is complete: the call connected, the recording appeared in Call Log, playback contained the expected audio, and the temporary setting has been restored.

Read the written guide, or return to the tutorial series.