Info
Configuring User Call Recording Identifier
After logging into the Operations IQ® Platform application, the user can click on the Welcome (User Name) link in the top right header to open their personalized User Profile page.
Once clicked, the User Profile page will be presented with three sections:
User Admin Information: read only data points about the current user
Call Recording Settings: section where they can configure their call recording settings
Team Settings: section where a user can select their default Case Team
Transfer Case Linked Calls
On the case screen within Transfer IQ ®, there is now a new Recording tab.
On the Recording tab you can find the list of calls that are currently linked to this case.
Actions you can take for each call:
Unlink
Play
Download
Enter a description
Next to the Recording tab is a Link in Progress button which will attempt to link the current call that the user is on to this transfer case.
Below the linked calls list is a link to the Available Calls list which displays a list of the recent calls.
When clicking inside the description cell for a call, an edit area will display where the user can enter a short description about the call.
The length limit is 150 characters.
Once they are done editing, simply tab-out or click outside of the edit area and it will automatically save.
When playing a call’s recording audio, the built-in audio player will show docked at the bottom of the screen.
You have the option to pause and resume the playback, seek through the recording audio or close the player.
Available Calls List
When opening the available calls list, it will automatically load the most recent calls that have happened.
You can further filter down which calls you see using the start date time range filter or any of the column level filters inside the list.
Actions you can take for each call:
Link
Play
Download
