Connected Office Voice Call Recording User Guide › assets › CinBell › Content › ...4 COV Call Recording User Guide Main Profile Screen Once you have successfully logged in

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COV Call Recording User Guide

Connected Office Voice Call Recording User Guide

12/10/2015

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Contents Getting Started – Dashboard Login ........................................................................................................... 3

Main Profile Screen ................................................................................................................................... 4

Main Screen Example .................................................................................................................................................... 4

Recordings ................................................................................................................................................ 4

Recording Overview .................................................................................................................................. 5

Playing a Recorded Call ........................................................................................................................ 6

Annotate a Recorded Call...................................................................................................................... 6

Incorporation Into CRM ......................................................................................................................... 7

Email Recorded Call .............................................................................................................................. 7

Comments ............................................................................................................................................. 8

Placement Into Category ....................................................................................................................... 8

Filtering Calls ......................................................................................................................................... 9

Download Specific or Multiple Calls ..................................................................................................... 11

Export Calls to Excel Spreadsheet ...................................................................................................... 12

Recycle Bin ............................................................................................................................................. 13

Deleting Calls ...................................................................................................................................... 13

Restoring Calls from Recycle Bin ........................................................................................................ 14

Empty Recycle Bin .............................................................................................................................. 15

Calls in Progress ..................................................................................................................................... 15

Monitor ................................................................................................................................................ 16

Whisper ............................................................................................................................................... 16

Barge .................................................................................................................................................. 17

Audio Mining ........................................................................................................................................... 17

Creating Audio Mining Packs ............................................................................................................... 17

Filtering using Audio Mining ................................................................................................................. 18

Reports ................................................................................................................................................... 19

Export Excel Reports ........................................................................................................................... 20

Create Charts ...................................................................................................................................... 20

Alerts ...................................................................................................................................................... 21

Creating an Alert ................................................................................................................................. 21

Recording Policies .................................................................................................................................. 23

Creating a Policy ................................................................................................................................. 23

Customer Service and Support ..................................................................................................................... 25

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Getting Started – Dashboard Login

Follow the steps below to access the Connected Office Dashboard Login.

Step Action 1 Access: Connected Office Voice Customer Portal

Navigate to Hosted Call Recording, Applications & Portals

2 The Log In screen will appear as shown below.

Note: Your username and password will have been emailed to you.

The portal allows for monitoring of the portion of the network utilizing call recording. Which includes monitoring of calls, establishing monitoring rules, times, and triggers. You can also generate alerts, disable recording, and generate reports Note: Cincinnati Bell Business is responsible for the management, monitoring and repair of the network core infrastructure, network connectivity and equipment deployed at the customer premise. Adds, changes, or moves requested after install through the Customer Care group may be charged as a fee.

http://www.cbts.net/CAMPAIGNS/Small-Business-Support-Portal

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Main Profile Screen

Once you have successfully logged in to the web portal, you will be at the main reports screen. From this screen you have the ability to see phone activity, listen to recordings, generate reports, and establish system alerts.

Throughout the administration portal each screen has a HELP option for more information about the system. Clicking this option will bring up an entire table of contents for the call recording system, from which you can navigate to the appropriate section.

Main Screen Example

Recordings

The following section will cover the call recordings. The available call recordings are limited to the phones for which recording licenses were purchased.

Your Call Recording service had 30GB of available storage space. It is important to remember that these recordings can be downloaded at any time and stored on a resident server.

To access the recordings screen select the “Recordings” tab.

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The service will appear. *Note: This screen will vary depending on the volume of calls recorded

Recording Overview

The main call recording screen shows each user’s recorded call, as well as the day, date, time, phone number, and duration. This screen will allow for the following actions:

Play recording Annotate recording Incorporation into CRM Email recorded call Comments Placement into category Filtering calls Download specific or multiple calls Export calls to excel spreadsheet

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Playing a Recorded Call

Press the “Play” button next to the appropriate call.

Annotate a Recorded Call Press the “Annotate” button next to the appropriate call. This will bring the following screen:

Call annotating allows for a marker to be placed at a specific moments in the call, and notes made about those moments. For example, if the customer gave the employee a compliment 1:32 seconds into the call, you could move the marker to that moment in the call and annotate it for future reference.

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Incorporation Into CRM To incorporate a call into CRM (e.g., Sales Force) you would press the CRM button this will bring forth the following screen:

Placing the URL and appropriate username and password will allow this to be archived into your CRM account.

Email Recorded Call To email a recorded call press the email button Pressing the Email button will open your default email client (Outlook is recommended).

The above link when clicked by the email recipient will open their default media player and allow them to hear the recorded call.

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Comments

To leave a general comment about a call, press the comments button… This will open up the comments screen.

The call comments are general comments about the overall call. Unlike annotating a call, you can not specify a marker to flag a certain moment in the call.

Placement Into Category The category option for calls allows for calls to be placed in specific categories for organizational purposes. Using this feature will allow you to organize calls after listening to them and annotating or commenting on them. For example, calls which belong under customer kudos or complaints may be placed into the appropriate categories. Once reports are generated, you can see exactly which calls belong under the selected categories. In order to place a call into a category you must first create the desired categories. Press the

“Manage Categories.” A box will appear to create new categories.

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Type in the desired Category Name and press Add.

Once the appropriate categories are created, click the “Category” field listed as to the right of the comments button.

From here, you can select which category the call belongs. Once calls are categorized, you can choose to view calls that only fall under a pre-defined category. For example, the Customer Kudos category. (See filtering section).

Filtering Calls Calls can be filtered so that only calls meeting predefined criteria are displayed. This can be helpful if looking for calls that are placed only by a certain employee or that fall under a certain category. The call filtering can be started by clicking the filter area pictured.

Clicking “filter” will bring about the main filter menu.

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From here, you are given a multitude of filtering options. To filter calls by Category, click the “By

Category” button. This will bring up the available categories created under the Placement into category page, (Page 8).

Click the desired categories and press “Apply Changes.” On the bottom of your screen only the calls that fall under the filtered category will appear.

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Download Specific or Multiple Calls Remember, your Call Recording platform can store 30GB of calls. However, at any time you are free to download calls for local storage. First, we must view the Recorded Calls.

From here, select the calls you wish to download. Example: You wish to download the Customer Kudos calls. You would place a check in each of the call’s box within that category.

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After the desired calls are selected, click the “Download” button at the bottom

Save the file to the appropriate storage device or directory.

Export Calls to Excel Spreadsheet Exporting calls to Excel is a form of report generating. This will allow you to document all call activity and use an Excel spreadsheet to organize call activity. To export calls, look at the calls available within the selection of Recorded Calls.

From here, you can export all calls or the selected calls. To export the selected calls, place checks in the boxes above. Then press the “Export” button. To export all calls, press the “Export

All” button. By selecting the Export or Export All button, will bring up a download box allowing you to save the file or open it with Microsoft Excel.

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Once an exported call is opened in Excel, you will see all relevant call information.

Recycle Bin The recycle bin is a place where tentatively deleted calls are stored until they are fully removed from the system. Once a call leaves the recycle bin it is permanently deleted and cannot be recovered. This section covers:

Deleting calls Restoring calls from the recycle bin Empty recycle bin

Deleting Calls To delete calls from the recorded calls section, navigate to Recordings.

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Select the calls to be deleted.

Click the “Delete” button *Note: When clicking Delete, you will not be prompted to verify that you wish to delete the selected call, but it can be recovered from the Recycle Bin. Once a call is deleted, it can be seen in the Recycle Bin tab.

Restoring Calls from Recycle Bin To recover a call from the recycle bin select the appropriate call.

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Press the “Recover Selected Calls” button

Empty Recycle Bin

From the recycle bin tab, identify the “Empty Recycle Bin” button

Alternatively, individual calls can be selected by placing a check box in the box next to the

appropriate call and pressing the “Delete Selected” button.

Calls in Progress The calls in progress tab will show all of the currently active calls and perform actions as part of monitoring or barging into the call. These functions may be useful for training, behavior issues, or legal reasons. Here are the following aspects of Calls in Progress:

Monitor Whisper Barge

The three options are featured next to the active calls within the Calls in Progress menu.

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Monitor Call monitoring allows for no participation of the active call. Monitoring can be used when training or screening an employee’s behavior. From the Calls in Progress tab, select the monitor

button. Once the monitoring button is pressed, you will see a file to be opened.

Opening this file will be a live stream of the call as it is in session. *Note: There may be a slight delay between the computer playback and the actual live conversation.

Whisper Call Whisper, allows a manager to dynamically instruct the agent while they are on a call, without the customer being aware of the verbal exchange of an active telephone call. To

whisper into a call press the Whisper button.

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Barge Call Barge allows for intervention in an active telephone call. To Barge into a call press the

Barge button.

Audio Mining – Only Available with Emerge Audio Mining allows you to enter key terms or phrases that the system will search recorded calls for and presents those results. Inversely you can search for calls that the term does not occur. This enables you to ensure call quality and control. For audio mining to work you must add and release audio mining packs. Once a pack is created and released it will be available from the filtering tab to assign to recorded calls. This section covers:

Creating Audio Mining Packs Filtering using Audio Mining

Creating Audio Mining Packs To create an audio mining pack navigate to the audio mining tab under Recordings.

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Click the Add button.

Filtering using Audio Mining To filter using the Audio Mining tab, navigate to the recorded calls and click the Filter option.

Click the Filter box

Click the “By Audio Mining Pack” box and select the appropriate audio mining pack from the dropdown.

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By clicking “Apply Changes”, the portal will begin filtering calls and display the criteria entered.

Reports The Reports tab is used to generate reports, monitoring call activity from number, dates, times, usage, and all other relevant information to administration. To navigate to the reports page, click the Reports button. From here, you can:

Export Excel reports Create Charts

After navigating to the Reports tab, you will be given an overview of the phone’s network activity.

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Navigating to each of the main areas on the left will reveal the relevant section and show only that information relevant to the selected tab. From each section, you can export an Excel document or chart the information into an easily viewed graph. *Note: “User Details” is not the actual phone users which are subject to recorded calls. Users are individuals who have dashboard access, usually the system administrators.

Export Excel Reports To export an Excel report of any specific area, for example: “Call Handler Activity”, click the

Export button. Clicking this button will prompt you to open a file in Excel which will contain the relevant information.

Create Charts To create a charge of activity in any specific area, for example: “Call Handler Activity”, click the

Chart button. This will bring forth a chart containing relevant information.

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Alerts Alerts enable you to be notified of calls meeting predefined criteria. These would include emergency, long duration, or international calls. You can generate alerts based on predetermined conditions to address any issues or make necessary changes to policies or procedures. Navigate to the Alerts tab.

This will bring forth the Alerts section.

Creating an Alert Navigate to the Alerts tab and if applicable click New. Begin filling out necessary information, for example: name and description of alert type.

Change the event type: based on whether you want the alert to call upon initiation of the call or after the call is terminated. Alerts can occur based on a schedule or at any time. For example, you could have an alert entitled “weekend calls” and it can notify you if calls occur during the weekend.

To alert anytime an employee makes an outbound call…

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This will generate a notification anytime the From Number field makes an outbound call. Alerts can generate an email notification, and will also be logged in the Alerts tab of the portal.

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Recording Policies Recording policies allow for recording to be terminated given predefined criteria for protection of privacy purposes. Only one recording policy can be active at a time. To navigate to the Recording Policies section, select the Organization tab and select Recording Policies.

Policies can be created at a multitude of levels determined by the “Group Policy Selection” tab. Recording policies are inherited from parent nodes and are only read when inherited. A group level policy will be fed down to the various departments to their corresponding subscribers. However a separate policy can be used for different departments and each department’s subscribers can have a different policy governing them.

Creating a Policy To create a new policy, select the appropriate level in the organization hierarchy which the policy pertains.

Then click the “Add Policy” Selection on the far right.

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Clicking the Add Policy section will bring forth the policy properties.

Click the Add Trigger button.

From the “Type” dropdown, select DTMF Digits and assign the value. This will suspend call recording when the numbers in the value box are dialed from the phone. Additional Settings will allow the call to automatically resume after a predetermined amount of time, measured in seconds. For Resume Trigger, click Add Trigger and follow the same steps as above, but with a different “value”.

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When complete, click the “Update Policy” at the bottom. This will save any changes.

Customer Service and Support

Congratulations and Welcome to your new Connected Office Voice Service we are pleased to have you on board and look forward to serving your organization! Please contact our Customer Care Support Number with questions about your service, billing, or changes regarding your system. Customer Care: 877.290.2777 Option 4 or [email protected] To report any service issues or to place a trouble ticket, please contact Technical Support. Technical Support: 877.290.2777 Option 3 Learn more about your products, Webinars are available free to all customers. Register online:

http://www.cbts.net/Education-Events/CBTS-Events or view our on-demand webinars: www.cbts.net/SmallBusinessSupport Find out more about new features and service on your call recording feature: www.cbts.net/SmallBusinessSupport

mailto:[email protected]

http://www.cbts.net/Education-Events/CBTS-Events

http://www.cbts.net/SmallBusinessSupport

http://www.cbts.net/SmallBusinessSupport

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Connected Office Voice Call Recording User Guide › assets › CinBell › Content › ...4 COV Call Recording User Guide Main Profile Screen Once you have successfully logged in