Call Recording Options

Administration

UCX Software - Features

There are several options available on when and where you want to start recording a call. This section describes each option and how to configure them.

Note that there are rules and regulations regarding recording of calls established by various entities such as the Payment Card Industry Data Security Council (PCI DSS) but can also be set on a country, state, local, or even corporate level. Given the variability that this introduces, E-MetroTel advises researching your requirements before configuring your UCX recording settings.

This functionality is not supported on the Galaxy Mini hardware platform.

Inbound Route

Each inbound route can be configured to record calls. The Call Recording option controls all calls coming into the DID for the route.

Open UCX Administration
From the PBX tab, select PBX Configuration
From the left side column, select Inbound Routes
From the list on the right hand side, select the route that you want to configure Call Recording
Scroll down to the Call Recording section
Set Call Recording to one of the following values:

Call Recording	Behavior
Allow	Honor normal downstream call recording settings. This is the default.
Record on Answer	Start recording when the call is answered, ignoring any downstream settings that say otherwise
Record Immediately	Start recording immediately capturing ringing, announcements, MOH etc.
Never	Disallow recording, ignoring downstream settings

Note that for the default setting of “Allow“, the final check of the call recording options (including “downstream” conditions) is done when the call is first answered, at which time the decision of whether or not to record the call is made.

Extension

Each extension has the ability to configure call recording for that extension.

Open UCX Administration
From the PBX tab, select PBX Configuration
From the left side column, select Extensions
From the list on the right hand side, select the extension that you want to configure Call Recording
Scroll down to the Recording Options section

Recording options are available for inbound and outbound calls, internal and external calls. If the option is set to Don’t Care, then recording can be enabled as required (i.e. On Demand Recording). On Demand Recording is disabled by default.

Record Priority Policy sets the priority of call recording relative to other extensions when there is a conflict between an extension wanting recording and the other not wanting it. The higher of the two determines the policy, on a tie the global policy (default is caller) determines the policy.

The overall call recording policy rules will apply. For example if call recording is enabled at the queue or route level, recording cannot be paused at the extension level.

On Demand Recording

If on demand recording is enabled, the user can start or stop recording during a call by dialing *1. The feature code value *1 is the default, this value can be changed in the Feature Codes page.

XSTIM phones can be configured with the feature key F989 (select Record Call from the drop-down list) under the Programmable Keys section. The user can start or stop recording by pressing the feature key.

Queue

Within each queue there is the ability to set the recording parameters. It is important to note that these recording parameters supersede individual user extension recording settings.

Open UCX Administration
From the PBX tab, select PBX Configuration
From the left side column, select Queues
From the list on the right hand side, select the queue that you want to configure Call Recording
Scroll down to the General Queue Options section

Field	Default Value	Description
Call Recording	No	Enable call recording of calls sent to the queue by selecting the desired recording fornat: *WAV, wav* or GSM (wav is recommended).
Recording Mode	Include Hold Time	Choose when to start the recording: Include Hold Time or After Answered.

Note that you can also provide agents with the ability to Pause and Resume the recording. This supports privacy/regulatory considerations that prohibit the recording of callers’ private information such as credit cards, etc. while the caller is engaged on a queue call that has Call Recording set to record to one of the available formats.

Scroll down to the Timing and Agent Options section

Field	Default Value	Description
Pause / Resume Recording	No	When enabled, an Agent who is handling a call that is being recorded due to the queue or inbound route configuration can use the In-Call Asterisk Toggle Call Recording feature code to pause/resume the recording. Agents can use this option regardless of the state of the On Demand Recording setting for their extension.

Call Flow

By creating a Call Flow which will define how a call will be handled, the call recording parameters associated with the Call Flow can force a call to be recorded or not recorded based on a call flow and override all other recording settings. If a call is to be recorded, it can start immediately. This will incorporate any announcements, hold music, etc. prior to being answered. It can also have the recording start at the time that the call is answered. Call recording can force a call to be recorded prior to going to a specific destination that does not allow call recordings to be set, such as ring groups, IVR etc.

See Call Recording for configuration and usage details.