Skip to main content
Skip table of contents

Calls

Overview

A call is a record of an interaction, or an attempted interaction, between an agent and a contact that may or may not have been recorded. The Calls module allows you to manage the records of each interaction and any voice recordings made. 


1. Display Calls

This feature allows you to navigate the list of Call Records in the contact centre. From this list you can locate a particular call or set of calls.

  1. Open the Workspace.

  2. Select Calls from the Management menu. 

A list of call records is displayed when you first open the Calls module.  This is a display of all the records of interactions between Agents and Contacts during the last seven days of an active campaign. The default Seven Day Filter can be changed using the From and To fields in Advanced Search.  When the default filter is applied, the applicable dates are displayed above the header.

Each row contains the following fields: 

Column

Contents

Click on this icon to select the call record.

Recording Status

Indicated by the following icons:

Call Recording Available

No Call Recording Available

Call Recording Deleted

Call Type

A call may have one of the following types:

  • Manual Call

  • Inbound

  • Outbound

  • Converted to Outbound

  • Diverted Call

  • Diverted Queue Call

  • Direct Agent Call

Interaction ID

Displays the ID of the call interaction

Agent name

Displays the name of the agent that handled the interaction

Date & Time

The timestamp at the commencement of the call

Caller Number

Displays the DNIS of the caller. For Outbound this would display CLI configured for the campaign and for Inbound this would display the number of the caller.

Called Number

Displays the destination number. For Outbound this would display the DNIS of the lead of number dialled from ipSCAPE and for Inbound this would display the voice channel assigned to the inbound workflow.

Campaign Name

The name of the campaign associated with the call

Recording Duration

The duration of the call interaction

Wrap Code

The status code or dialler outcome applied to the call

NPS

Indicates if an NPS survey has been completed for the Interaction.

Call hierarchy

Indicates if there are any transfers related to the displayed interaction.

Manual bookmarks

Indicates where any manual call bookmarks were left by the Agent for the Interaction

Announcement bookmarks

Indicate where any announcements were played by the Agent to the Contact for the Interaction

Action Options

When you hover your mouse over a call record, on the far right of the record will display the action options icon:

Action

Description

Edit

Click to open the Edit Wrap Code dialog in order to amend the Wrap Code in the record.

Download recording

Where a call recording exists for the interaction, click to save a copy of that recording to your downloads folder.
The file is named using the format: <date yyyymmdd>_<recording start time hh:mm>_<interaction ID xxxxxxx>.mp3 to assist you to identify the soundfile and its associated call.

For example, 20150930_1531_18983.mp3 is the name of the sound recording for the customer interaction 18983 which was recorded from 3:31 pm on the 30th September 2015.

If Call Recording Encryption is enabled (see Call Settings below) then this option is not visible and call recordings cannot be downloaded to the desktop for transmission to a client. An encrypted recording can only be replayed in the Cloud Contact Centre workspace.

Call Hierarchy

If the call was involved in a transfer between agents or workflows within ipSCAPE, any related interactions will be displayed in order. See Call Hierarchy for more information.

Delete

Click to permenantly delete the recording from the workspace

Quick Search

If you know the Agent Interaction ID, enter that number into the Quick Search and click the Search icon to locate the recording with that ID. You may have obtained the Agent Interaction ID from a report you were viewing.

Advanced Search

This advanced search feature allows you to reduce the list of callbacks displayed by adding one or more search criteria.

  1. Click Search Options to open the advanced search options.

  2. Enter your search criteria.

  3. Click Search.

The search criteria include:

Field

Description

From Date/Time

Click in the date field to open the calendar control. Use the arrows to navigate between months. Click on the first day and time of your search.

To Date/Time

Click in the date field to open the calendar control. Use the arrows to navigate between months. Click on the last day and time of your search.

Campaign

Click in the campaign field to a view the list of campaigns available to you. Select a campaign from the list or select All. The Wrap Code and Agent search options will be altered to show only the options available to the campaign you select here.

Wrap Code

Click on the wrap code field to see a list of the status codes used in the campaign you have specified.

Agent

Click on the agent field to see a list of the agents assigned to the campaign you have specified. Select an agent from the list.

Agent Interaction ID

The Agent Interaction ID is the number displayed on the Agent Toolbar in the pop up display while the call is in progress. Enter the ID into the text entry field. 

Call Type

This provides an indication about the source of the call. Select from: All, Outbound, Inbound, CRM, or Manual.

Recording Status

Indicates the status of the availability of the call recording. Select from:

  • Select (All)

  • Deleted

  • Not-deleted

Caller Number

If known, enter the source number.

Called Number

If known, enter the destination number.

Bookmarks

Click the dropdown to select a Bookmark type to filter by. Select from:

  • Select (All)

  • Manual

  • Announcement


2. Call Interaction Details

To display the details of any call interaction, locate the call in the Calls module and click the record or select Edit from the Action Options.

Call Details

Field

Description

Called Number

The destination number for the call. For Outbound calls this displays the lead phone number or dialled number, and for Inbound calls this displays the voice channel assigned to the workflow the call reached.

Caller Number

The source number for the call. For Outbound calls this displays Campaign or Organisational CLI, and for Inbound calls this displays the number of the caller if available.

Agent

The name of the agent that handled the interaction

Wrap Code

The wrap code used to complete the call interaction

Terminated By

Displays if the call interaction was terminated by the Agent from the CTI, Toolbar or from the device or by the customer.

Date & Time

Displays the date and time the interaction between the agent and customer commenced

Campaign

Displays the campaign the call is associated to

Duration

Displays the total duration of the interaction

Announcements

Displays any announcements that were played during the interaction.


3. Call Recording

The Calls module allows you to manage the records of each interaction and any voice recordings made.  

  • Download the call recording
    Where a sound recording exists for the interaction, click the Download File option in the row of a recording to save a copy of that recording to your downloads folder. The file is named using the format: <date yyyymmdd>_<recording start time hh:mm>_<interaction ID xxxxxxx>.mp3 to assist you to identify the soundfile and its associated call. For example, 20150930_1531_18983.mp3 is the name of the sound recording for the customer interaction 18983 which was recorded from 3:31 pm on the 30th September 2015.

  • Playback the call recording and view call notes
    Where a sound recording exists for the interaction, click on the call from the list to open the Call Interaction dialog in which you can listen to the recording, view call details and notes

Retention of Call Recordings

The retention or disposition of call recordings is performed as contractually agreed with your service provider. 

Call Recording Settings

Organisation Level

  • Enable Call Recording
    Call recording can be enabled or disabled for the entire contact centre, using the Call Settings control in the Administration menu. 

  • Encrypt Call Recording
    If call recording is enabled, a second control dictates whether the call recordings are encrypted or not. An encrypted call recording cannot be played outside of the contact centre and cannot be downloaded.

Campaign Level

See Inbound Campaign or Outbound Campaign.

  • Enable Call Recording
    Call recording, if enabled for the organisation, can be enabled or disabled for all calls made in a voice campaign.

If call recording is enabled for the campaign, at least one of two additional call recording features must be enabled:

  • Start recording automatically when the agent connects
    Start recording calls as soon as the agent and contact are connected. 

  • Allow the agent to start/pause/resume recording
    Enable agents to start, pause, and resume recording during an interaction. This is useful if the agents will be accepting confidential information that must not be recorded during calls or the caller has requested not to be recorded, or to Start recording automatically when agent connects is disabled and agents will manually start recording the call.

View a Call Recording - Audio File Playback

Click on the call record from the list displayed in the Calls module. Where an audio file can be located, Media Player Controls will also be displayed, allowing you to listen to the call recording:


Call Tagging

Agents can mark key events during the call like taking payment details or accepting terms and conditions. This enables anyone reviewing the call to jump to the relevant part which is marked with an arrow above the recording progress bar.


4. View Call Hierarchy

 It will show you activities related to this call for example agent transfers and/or post-call surveys

Where to find this feature? 

  1. Open the Workspace.

  2. Select Calls from the Management menu

  3. Click the Call Hierarchy option to the right of the record you wish to view

When you press the call hierarchy option it will take you to a list of activities that are related to this call.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.