Implementing Screen Recording

The following describes the step-by-step process required to implement screen recording on behalf of a Customer.

In order, ensure each of the following:

1. A suitable price list, including rates for screen recording, has been created by – or on behalf of – the Customer.

   To ensure appropriate billing for this feature, the price list entry should include Rental, PPM, Storage, Setup, and PPC.

2. The screen recording feature is switched on at the Customer level.
3. The Customer has sufficient licences, each with the screen recording add-on, for the number of Agents expected to use the feature at any one time.
4. Each Agent has a version of the voice client that includes screen recording functionality.

   It is assumed your Agents are using the UK edition of the voice client. If you need to use screen recording in a different geographic region, please contact Support to discuss this.

5. A suitable method of recording audio has been established for each Agent.
6. Each Agent's firewall is configured to permit use of the voice client.

   Some Agents attempting to log into the voice client may experience a security alert indicating their firewall has blocked the attempt. If this occurs, permission must be granted, which may require assistance from a system administrator.

   Please contact Support if you encounter any persistent issues when attempting to connect.

7. Screen recording is enabled for inbound calls, outbound calls, or both, as needed.