See below for information on dialer and web conferencing recording settings.
1. Aircall
4. DialPad Sell
5. DialSource
6. FrontSpin
8. Lightning
9. Outreach
10. RingCentral
11. SalesLoft
12. Truly
13. Webex
14. XANT PowerDialer
15. XANT Playbooks
16. Zoom.us
Aircall
Both inbound and outbound calls can be recorded. Aircall Admin Users can activate the call recording feature by:
1. Log in to the Dashboard and hover over to Numbers tab.
2. Click on the Number you would like to activate and record.
3. Select Settings located in the upper right-hand corner of the screen.
4. Scroll to the section labeled Call Recording and select the toggle button to enable/disable recording options for inbound and outbound calls.
Deleting users won't delete recordings that have been made by the specific user as recordings are associated by phone line.
ConnectAndSell
The customer and ConnectAndSell will work side by side to enable recording and push call recordings into Salesforce.
1. The first step is for the customer to request ConnectAndSell for the name of the field that houses the recording URLs.
2. ConnectAndSell will then wire up the integration so recordings start flowing in to that field within Salesforce.
Recording restrictions can be set by the administrator within the ConnectAndSell application. Click on your initials > select Manager Settings and hover down to Recording Settings For Users.
Admins can restrict downloading, streaming or restrict recordings all together. Click the users that require restrictions and select Apply Recording Settings.
ConnectLeader
Sales reps have the ability to record their own outbound calls.
1. Go to the Settings tab > General tab and select the option Allow My Phone Calls to be recorded to record all your connected calls.
The Manager must grant the rep permission to record calls. Contact your Manager if Allow My Phone Calls to be recorded is not visible in Settings tab.
A note that the call is being recorded will be displayed at the bottom left of your Call Disposition window.
Calls made to Two-Party Consent States will not be recorded to meet compliance.
DialPad Sell
ExecVision only supports DialPad Sell, which allows us to access and capture recordings in the cloud. Automatic call recording is available for Pro and Enterprise plans.
Admins can enable automatic call recording for their Main Line, Department, and Call Centers. For user's direct lines, Admins have the option to allow users to manually record own calls.
Main Line or Department
Automatic call recording is available for both inbound and outbound calls.
- Navigate to the Advanced Settings of the Main Line or Department
- Check Automatically record calls
Only the Main Line or Department admin have access to these recordings in the Main Line or Department Inbox.
Transferred calls are not automatically recorded. The recipient receiving the transferred call must select Record to capture the conversation.
Call Center
Call Center admins have options to set up call recording for outbound and inbound calls.
1. Navigate to the Call Center inbox in the DialPad app
2. Go to the Recordings tab
Admins can also prevent inbound/outbound calls from being recorded based on area code. This ensures that your DialPad recordings are meeting compliance.
User Direct Line
Automatic recording is not available for user direct lines. Admins do have the option to allow users to manually record own calls. Users will need to select Record for calls to be recorded.
To allow your team members to record their calls, follow these steps:
- Navigate to Admin Settings > Office > Office Settings > Office-Wide Settings
- Under Making Calls check the option to Allow Team Members to Record their Calls
Notify caller that the call is being recorded by the DialPad user notifies the recipient that the call is being recorded.
Recordings are displayed in the user's DialPad Inbox.
DialSource
Both inbound and outbound calls can be recorded. The DialSource admin can activate automatic call recording by utilizing the DS Management tab. Hover to Settings > Global Settings within the navigation bar to access the recording settings.
Contact your DialSource Customer Success Manager if automatic recording isn't visible upon your view. Some settings are only available upon request.
Selecting Auto Record will automatically record all calls. Users can still manually record their calls if this feature is disabled.
FrontSpin
Both inbound and outbound calls can be recorded. FrontSpin admins can enable recording settings by hovering to Settings > Your Organization > Recordings and selecting the direction to be recorded.
Meet compliance standards by adding country code and area codes that need to be excluded from both inbound or outbound calls.
HubSpot Dialer
HubSpot admins have the ability to adjust recording settings in the administrative tab. Recording calls is an account-wide setting.
- Click the settings icon in the main navigation bar.
- Navigate to Sales > Calling in the left sidebar menu.
- Toggle on Enable recording to turn on recording for all users making calls.
Calls from one-party states record by default without manually clicking the Record button when making the call. HubSpot requires manual recording and informed consent before recording calls from two party consent states.
Click the Record button to record the two-party consent call. A pop-up box will appear that asks if the contact has been informed and consent has been obtained.
The call will not be recorded if you do not click the Record button and confirm consent.
Lightning
Lightning recording option must be enabled under account-wide Lightning settings. Admins can go to Feature Settings > Dialer > Dialer Settings > Enable Additional Features > Call Recording to enable this feature. This feature gives the users ability to manually record a conversation.
An optional feature is to enable automatic recording on a per user basis. Users can go to Dialer > Recording Settings > Enable Default Call recording > Record all calls by default to set up automatic recording.
Outreach
Outreach voice allows call recording for inbound and outbound calls. Admins can set admin settings by going to the Settings > User Admin > Org > Voice.
Make sure that Enable call recording is selected.
Enabling call recording gives users the ability to record their calls. Confirm that Record is selected before initiating the call and the call will be recorded.
Admins can prevent certain area codes from being recorded to meet compliance standards. See this Outreach article for more information. Enabling Restricted Area Codes will automatically block call recording when dialing a number from the specified area codes.
RingCentral
RingCentral Office Premium and Ultimate admins will be able to enable automatic recording for inbound and outbound calls.
Truly
Recording must be enabled within Truly on a per user configuration setting. Sign in as an Admin > Hover to Users section > Select the User > Choose "Yes" on the Record Calls field.
Further settings can be adjusted to meet compliance. There a 4 options available and modifications can be initiated at a company-wide, user role or individual user level.
Option #1 - "On": Calls from one party consent states will be recorded. Calls from two party consent states won't be recorded. Calls from unknown numbers won't auto record but can record both sides if manually recorded.
Option #2 - "Off": Calls from one party consent states will be recorded. Calls from two party consent states will be recorded. Calls from unknown numbers will auto record both sides of call.
Option #3 - "Truly Side": Calls from one party consent states will have both sides of the call recorded. Calls from two party consent states will only have caller side recorded. Calls from unknown numbers won't auto record but can record both sides if manually recorded.
Option #4 - "Truly Side Always": Calls from one party consent states will only record caller. Calls from two party consent states will only record caller. Calls from unknown numbers won't auto record but can record caller if manually recorded.
Webex
Webex administrators can cloud enable recording for the whole account through Network Based Recording.
Account Wide
1. Go to Configuration > Webex Meetings > Site Options
2. Check Automatically record all sessions using Network Based Recording
3. Check Allow host to use recording controls during automatic recording to give the host more control when recording the conversation. Hosts can't reassign or delete recorded calls with automatic recording set.
Enabling recording for individual users will only save recordings locally. Network based recording allows for cloud recording, which is how ExecVision accesses the calls through the Webex API.
XANT PowerDialer
Recordings must be enabled on a global and individual user level.
Global Settings
Go to the InsideSales tab within Salesforce and select Manage Call Recording Settings under Call Monitoring & Recording.
Clicking on the Manage Call Recordings Setting link will redirect you to InsideSales recording tab. Toggle on the enable call recordings. Admins will also have the option to record only the Agent Leg of Calls or add additional restrictions based on area code to meet compliance. Completely disable recording for certain area and country codes by selecting Manage Exceptions.
User Level Settings
Call recordings must be enabled on a per user basis. Click on the Insidesales tab within Salesforce and click Manage Users under User Management. Edit the user that needs configuration and set Call Recordings to enabled. Setting a Minimum Record Time will only record calls above the specified duration threshold. The default is 0 seconds, ie when the connection has been made.
XANT Playbooks
Playbooks allows admins to set up automatic recording of agent's calls by going to Settings > Calls > Call Recording > Enable Call Recordings. Keeping this toggle disabled will still give agents the option to manually record calls.
Admins will also have the option to record only the Agent Leg of Calls or add additional restrictions based on area code to meet compliance. Completely disable recording for certain area and country codes by selecting Manage Exceptions.
Recordings can also be set on a per-user basis to comply with compliance. All users are set to use the company default settings as specified above. To override these settings, edit the user from the Teams page and update the desired recording settings. Calls can always be recored, never recorded or mirror the default settings.
Zoom.us
Recording settings can be enabled at the account, group or individual user. It is important that licensed users are using Pro, Enterprise or Business accounts to record calls to the cloud.
Account Level: Sign in as Admin > Account Management > Account Settings > Recording.
Group Level: Sign in as Admin > User Management > Group Management > Select the Group Name > Group Settings > Recording
User Level: Sign in as Admin > User Management > Users > Select the user's email > Settings > Recording
Enable Zoom Settings
The below settings are required for ExecVision to access Zoom recordings. Make these settings mandatory across the organization or group by clicking on the lock icon next to the toggle. Users won't be able to adjust settings if the setting is locked.
Local Recording: disabled and required
Cloud Recording: enabled and required
Ensure that only one of the Record shared screen settings is checked. The below options are available:
- Record active speaker with shared screen
- Record gallery view with shared screen
- Record active speaker, gallery view and shared screen separately
Automatic Recording: optional but encouraged.
Record in the cloud must be selected to ensure that automatic recordings aren't being saved locally by default. Checking Host can pause/stop the auto recording in the cloud allows for users to meet compliance and disable recording if requested by the prospect.
Cloud recording downloads: enabled and required
This setting can only be adjusted at the Account and Group level. Only the host can download cloud recordings must be disabled to grant ExecVision access to Zoom recordings via the Zoom API.
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