Article #: 117

How To: set up Recording within Netsapiens and have those recordings pulled to Xima CCaaS

Similar questions: set up recording, recording in Netsapiens, direct recordings to Xima CCaaS, pull recordings to Xima CCaaS

Purpose: demonstrate how to set up Recording within Netsapiens and have those recordings pulled to Xima CCaaS

Steps

There are two things to keep in mind before following the steps below. The first is that Version 42 and above are the supported versions for this feature and functionality. The second is that all calls are stored and recorded on the Netsapiens side. Xima CCaaS has the capacity to play back those stored recordings on Netsapiens. Also, recordings can be set on multiple levels. You can set queue calls to record, users to record, or devices to record, so make sure to set each user, device, or queue to record as needed.

Device-Level recording

1. Log in to your Netsapiens admin interface. Once there, go to Users and type in the user that you want to record.
2. Once you have found your user, click on the associated edit button on the right-hand side of the screen and select Phones from the dropdown menu.
3. Choose the device you want to record and then click on the associated edit button on the right hand side of the screen.
4. A window called Edit Phone will appear. Make sure that the Record Calls field says Yes.
5. Click Save when done.

User-Level Recording

1. Log in to your Netsapiens admin interface. Once there, go to Users and type in the user that you want to record.
2. Once you have found your user, click on the associated edit button on the right-hand side of the screen and select Profile from the dropdown menu.
3. Search for Record User's Calls and set it to yes.
4. Click Save when done.

Final Steps for All Types of Recording

1. Web to Xima CCaaS with the URL that has been provided (i.e., example.xima.cloud)
2. At the login screen, enter Username and Password and hit Login
3. Once you have made a call, that recording will appear in our Cradle to Grave interface. View this by clicking the Cradle to Grave tab in the top left-hand corner of Xima CCaaS.
4. A Configuration sidebar will appear to filter results. Select the time frame you would like to view your calls and click Apply.
5. Ensure recordings are enabled by clicking the Edit Columns button at the top-right and checking the box by Recording.
6. You will be able to see the recording for recorded calls as a play button by the Media Info column.
7. Once you click on a recording to play it back, there are a few other options you can click on that appear in the bottom right hand corner of your screen.
   a. The chat bubble icon allows you to add notes to your recording.
   b. The cloud/arrow icon allows you to download your recording.
   c. The three dots icon gives you three options. First, an option to email this recording to others. Second, an option to create a snippet of your recording. Lastly, the option to Delete Recording.