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Beta: Policy Based Station-Side Call Recording

  • 1.  Beta: Policy Based Station-Side Call Recording

    Posted 09-17-2024 14:51

    Hi all,

    The Genesys Cloud recording team is pleased to announce that enrollment to our beta for Policy Based Station-Side Call Recording has begun!

    The ability to capture call recordings at the user's "station" is our essential mechanism moving forward to capture recordings of internal calls. These recordings are not aimed to replace your existing trunk-side recordings, but serve as a complementary mechanism to capture call recordings that are otherwise unable to be captured through external trunks.

    There are several considerations that you should be aware of, before deciding to apply for this beta:

    1. Speech & Text Analytics (STA) will not be supporting station-side recordings -- during beta and also for General Availability (GA) afterwards.  This will become a roadmap item later on, if demand is proven popular.  For the time being, STA capabilities will continue to be offered via trunk-side recordings only.
    2. At the beginning of beta, the screen recording UI viewer will be incapable of playing a screen recording that is synchronized to the audio of a station-side recording.  The viewer will only be able to playback the screen recording alongside trunk-side recording, as per existing behaviour.  The Interaction Details UI will support playback of the station-side audio recording.  We anticipate screen recording UI viewer improvement becoming available later during the beta period, where the user can choose to playback which audio alongside the screen recording.
    3. If you are an enterprise customer with multiple orgs, where some of your orgs are for testing or pre-production purposes, you are recommended to sign up for this beta using only the lower environments to minimize risk exposure to your production environment.

    There is no guarantee that a particular Org will be accepted into the Beta; due to the feature's popularity, we anticipate having to turn down some applications as part of the selection process.

    If you would like your organization to be considered for beta of this upcoming capability, please complete this enrollment form.

    The enrollment will remain open until October 18, 2024.  Shortly after, all applicants will receive notification regarding their acceptance status for this Beta.  If accepted, you can expect beta to start on the week of November 4, 2024. More information on how to setup, manage, and playback policy based station-side recordings will be shared at that time.  You will be expected to use and verify the capability in the weeks following that, and answer a beta feedback survey in 4-6 weeks time.  Beta period will only cease when the capability turns to become GA, currently targeting February 2025.

    Thank you for being part of our community, and we look forward to your participation!


    #BetaAnnouncement

    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------


  • 2.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 10-03-2024 01:22
    Edited by Matt Lawson 01-16-2025 13:30

    Hi Daniel,

    Is this going to use GCBA to capture the audio?

    Does the Beta take effect straightway or there is button turn it on/off?


    ------------------------------
    Paulo Mesquita
    One New Zealand Group Limited
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  • 3.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 10-03-2024 13:28

    No, GCBA is not involved here.  The "station" is alluding to the media tier in Edge services of Genesys Cloud -- specifically the component that is responsible for handling the SIP session audio for the agent's device.  That is, the recording capturing is not happening at the user device/desktop, but within Genesys Cloud instead.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 4.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 10-04-2024 09:22

    So by this explanation I'm assuming then there is no screen recording? Or is your explanation only for the audio side and the GCBA will still capture the screen if a policy is configured to?



    ------------------------------
    Steve Alix
    EDCi
    ------------------------------



  • 5.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 10-04-2024 10:23

    Screen recording will continue to work as-is today with GCBA.  Enabling station-side recording does not impact/disable screen recording at all.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 6.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 10-07-2024 09:38

    Hi Daniel, could you enlighten us and provide a couple scenarios that better describe what you mean in the following bullet from your original post?  Right now, since I'm fairly new to Genesys Cloud CX, I have to assume some thing and I've learned to hate assumptions based on a lack of knowledge. ;)  Thanks!

    "...

    2. At the beginning of beta, the screen recording UI viewer will be incapable of playing a screen recording that is synchronized to the audio of a station-side recording.  The viewer will only be able to playback the screen recording alongside trunk-side recording, as per existing behaviour.  The Interaction Details UI will support playback of the station-side audio recording.  We anticipate screen recording UI viewer improvement becoming available later during the beta period, where the user can choose to playback which audio alongside the screen recording.

    ..."



    ------------------------------
    Vick Sweeney
    Hydro Quebec
    ------------------------------



  • 7.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 10-07-2024 15:53

    Screen Recording is a subset of the Recording Policy, that triggers the recording of agent's screens if the policy is activated.  What Daniel is saying is that if you have a policy that will record the station-to-station calls, you can also enable screen recording on that policy.  The two are not using the same mechanism, so GCBA will only be required if you are doing screen recording.  



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 8.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 10-08-2024 11:50

    It might be easier if you try out the existing behaviour in screen recording playback in various call scenarios, to appreciate how the audio (which is the trunk-side recording) is synchronized in that playback today.  Then keep that in mind when you are able to go into the beta program.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 9.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 10-16-2024 17:53

    Hi!

    Will applying to this beta alter the current truck side recordings configurations?



    ------------------------------
    Sylvain Briere
    Senior Advisor Telephony
    ------------------------------



  • 10.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 10-30-2024 01:50

    Thanks to all who have applied for this beta program.  By now, you should have received an email from us on the enrollment status.  There was an overwhelming number of applicants, and thus we were not able to accommodate everyone who applied.  Unfortunately we have to turn away some applications as a result.  To those who did not get accepted, I hope you understand the circumstances.

    To those who have been accepted, we are now targeting beta launch date on the week of November 18.  Note that the usual release schedule by region applies in this case as well. 

    As we draw near the launch, we want to provide a few more details:

    1. To enable station-side recording once beta is launched, simply configure the phone settings of each user.  For WebRTC phones, the setting is at the phone level:Whereas for hardware phones, the setting is at the line level: If there are groups of users who share a common phone base settings, you can configure station-side recording setting for all of them via changing their base settings.  This change will allow all these users to inherit the change and therefore enabled with station side recordings.
    2. Once enabled with station-side recordings, you should be able to make test calls on these users, and be able to see and review station-side recordings in the usual Interaction Details UI.
    3. Note that station-side recording can happen independently from any trunk-side recordings.  That is, station-side recording can be captured with or without trunk-side recordings enabled in the call.  When both are captured, you will see all of them in Interaction Details UI.
    4. The 3 points identified in the original post (1. no STA support, 2. screen recording viewer will come later, 3 recommendation to use pre-production) should be noted
    5. There is a currently known defect that this feature will be causing ad-hoc recordings to not be triggerable from Communicate UI if the user has station-side recording enabled.  If you are running this beta with production org where ad-hoc recordings are essential to certain set of users, you should not be enabling station-side recording for them.  Only users (specifically, phones of those users) enabled with station-side recording will be impacted; other users will not be impacted by this issue even if the org enters the beta program with this feature.  We are coming up with a fix which will likely require some time to turnaround.  We will provide an update here once we have an ETA.

    Thank you once again for your participation.  And happy testing once beta launches!



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 11.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 10-30-2024 14:30

    Thank you for the information! In regard to analytics, will there be a way to search station side calls only and/or filter them out from external calls for reporting purposes? Thank you



    ------------------------------
    Billie Gregory
    IT Services Supervisor
    ------------------------------



  • 12.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 10-31-2024 12:57

    The capture of station-side recordings will flag the existing recording dimension in Analytics.  So, if you search in Interactions view for interactions that were recorded:

    you will find interactions that have had recordings captured, including station-side recordings.

    If you are searching to exclude external calls, I believe there are existing filters to exclude certain participant types that initiated calls



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 13.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-01-2024 12:22

    Thank you for the information. The opposite actually. How do I exclude internal to internal calls from a report? Thank you



    ------------------------------
    Billie Gregory
    IT Services Supervisor
    ------------------------------



  • 14.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-04-2024 04:50

    Dear Daniel,

    How can I check if our organization was "approved" for the "beta"



    ------------------------------
    Best regards,

    Yvgeni Liberman
    ITNAV-Pro Ltd.
    ------------------------------



  • 15.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-04-2024 11:46

    Hi Yvgeni, you should have received an email last week regarding your Beta eligibility, please double check your email inbox.



    ------------------------------
    ------------------------------
    Fred Huang, Product Manager, WEM
    Genesys - Employees
    ------------------------------
    ------------------------------



  • 16.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-04-2024 12:51

    Dear Fred,

     

    You are talking about this mail:

     

     






  • 17.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-04-2024 08:17

    Will this feature allow us to capture recordings on anything that goes to these stations including internal station to station? Please say yes. I saw this, but I'm not 100% sure if that is the scenario it is referring to: 

    Note that station-side recording can happen independently from any trunk-side recordings.  That is, station-side recording can be captured with or without trunk-side recordings enabled in the call.  When both are captured, you will see all of them in Interaction Details UI.



    ------------------------------
    Ashley Buck
    Manager, Command Center Support
    ------------------------------



  • 18.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-04-2024 11:41
    Edited by Matt Lawson 01-16-2025 13:30

    Hi Ashley, yes, this feature will allow internal calls to be recorded provided the station side recording has been enabled for the user.



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    ------------------------------
    Fred Huang, Product Manager, WEM
    Genesys - Employees
    ------------------------------
    ------------------------------



  • 19.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-18-2024 02:11

    Hi,

    Is there a way to enable the internal recording for all users at once?

    Instead of going through everyones web RTC one by one.

    Kind regards

    Kevin



    ------------------------------
    Kevin Julio
    x
    ------------------------------



  • 20.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-18-2024 10:15

    As alluded in the instructions post, "If there are groups of users who share a common phone base settings, you can configure station-side recording setting for all of them via changing their base settings.  This change will allow all these users to inherit the change and therefore enabled with station side recordings."  Typically there should be a relatively small number of base settings, so this should be quick work.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 21.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-18-2024 15:15

    Hi Daniel, did the beta activation start rolling out yet?



    ------------------------------
    Vaun McCarthy
    ------------------------------



  • 22.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-18-2024 15:44

    Hi Vaun, the Beta is being rolled out to each Beta user region by region throughout the week, our target is that all the Beta user will have it enabled in the Org they want to test on by Thursday, Nov. 21st.



    ------------------------------
    ------------------------------
    Fred Huang, Product Manager, WEM
    Genesys - Employees
    ------------------------------
    ------------------------------



  • 23.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-18-2024 15:48

    Thank you Fred

     


    Sensitivity Label: General

    From: Yuan-Chieh Huang via Genesys <Mail@ConnectedCommunity.org>
    Sent: Tuesday, 19 November 2024 9:46 am
    To: Vaun McCarthy <vaun.mccarthy@global.ntt>
    Subject: RE: Genesys Cloud CX - Beta HQ : Beta: Policy Based Station-Side Call Recording

     

    Hi Vaun, the Beta is being rolled out to each Beta user region by region throughout the week, our target is that all the Beta user will have it... -posted to the "Genesys Cloud - Beta HQ" community






  • 24.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-18-2024 20:10

    Any idea when the Australia region will be released? 



    ------------------------------
    Glen Tylee
    Systems Support Lead
    ------------------------------



  • 25.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-19-2024 04:19

    Hi Glen,

    Based on the release schedule Australia should be 1am Wednesday for your time zone.



    ------------------------------
    Richard Chandler
    Connect
    ------------------------------



  • 26.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-19-2024 13:09

    Good morning @Glen Tylee - I can confirm we have this released in our region now.  I've just tested :)



    ------------------------------
    Vaun McCarthy
    ------------------------------



  • 27.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-19-2024 15:26

    Perfect, thanks. I can see it on my end now too. 



    ------------------------------
    Glen Tylee
    Systems Support Lead
    ------------------------------



  • 28.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-20-2024 03:41

    Hey,

    Do we have any information when the beta will launch for DE (Frankfurt)?



    ------------------------------
    Kevin Julio
    x
    ------------------------------



  • 29.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-20-2024 08:57
    Edited by Matt Lawson 01-16-2025 13:30

    Frankfurt is always late with all the updates... I hope it's there tomorrow morning so we can start testing.



    ------------------------------
    Michal Svora
    Lead System Engineer for Collaborative Workplace
    ------------------------------



  • 30.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-20-2024 09:48

    Hi, Frankfurt will be ready by the morning of Thursday Nov. 21st.



    ------------------------------
    ------------------------------
    Fred Huang, Product Manager, WEM
    Genesys - Employees
    ------------------------------
    ------------------------------



  • 31.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-20-2024 13:36

    Hi!.

    Can i set a "policy" to include multiple stations or do i need to set it station per station?



    ------------------------------
    Sylvain Briere
    Senior Advisor Telephony
    ------------------------------



  • 32.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-20-2024 13:54

    Your existing QM policy will apply to station-side recordings as well. There is no station-specific condition on QM policy.  If need be, you can set your condition per user or per queue in the policy to differentiate retention.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 33.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-21-2024 06:24

    Example of the recording detail picked up by policy below. 

    Some things that I've found.

    • If the user calls an IVR or queue and that has recording suppression this portion will not record until an agent answers or a trigger in the flow activates recording
      • I do not see this as an issue, however as many traditional station side recording platforms don't record IVRs but would if the call were initiated by the station.
    • Station side recording records calls to voicemail
    • Whilst a Cloud feature, along with Policies, Communicate users can be added to Work Teams which can be used to aid recording policies
    • If a station side recorded user calls another user that is not set for station side recording, this is still recorded, as would be expected
      • If the non-recorded user also has a recording policy that would override others then this policy will take place such as deleting recordings.

    Oh and remember to check if you have disabled recording via a policy on a test phone as unfortunately we cannot see which policy was applied on a recording in the Interactions View. It took me a minute or three to work out what was going wrong :)



    ------------------------------
    Richard Chandler
    Connect
    ------------------------------



  • 34.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-27-2024 10:24

    We are planning to setup new "base setting" for station-side recording, it would be ideal to have recording policy under  "Matching Criteria" section using "base setting" as another option to create new policy to address some gaps, as catch all approach to retain or delete recording in question accordingly.

    just my 2 cents,



    ------------------------------
    Kevin Chen
    Senior Network Administrator
    ------------------------------



  • 35.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-21-2024 07:43

    I have 2 Questions.

    What is the design with policies?

    - If I create a policy to delete all recordings not assigned with a specific set of users they station calls get deleted. Even a user that is present in a other policy (to keep the recording is present.)

    - If I create no policy the recordings are made and stay with no delete date. (This is to be expected.)

    - If I create a policy to keep the recordings from my user they are kept and get a retention time.

    Because of this behaviour you cannot create a catch all policy to delete all recordings you do not want to keep.

    The other question is I can't seem to turn on the recording for Remote stations? (Mobile phones?)



    ------------------------------
    Andrew Lagarde
    Engineer
    ------------------------------



  • 36.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-25-2024 13:08

    Policies work the same way with station-side recordings as trunk-side recordings.  You should be able to create a policy that does not retain recordings (but not with the override option checked) as the catch-all.  Then create the policy that retains recordings for specific users (e.g. where you have enabled station-side recordings for).  Then this policy will win out the catch-all policy as per existing behaviour.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 37.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-26-2024 03:42

    Yeah I missed the "Delete even if another policy retains" checkbox. Basic mistake.
    Thanks for picking up the remote stations missing option.



    ------------------------------
    Andrew Lagarde
    Engineer
    ------------------------------



  • 38.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-25-2024 14:07

    On remote stations, it looks like you've caught a defect. Thanks for letting us know.  We will try to address it on the telephony administration -- but otherwise we should have no issue supporting station-side recording for remote phones.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 39.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-25-2024 05:06

    Hey,

    We have tested out the feature and we noticed this:

    When you enable recording on a station and the trunk, and make an outbound call, we will get 2 identical recordings, one on the trunk and one on the phone.

    If we enable recording on 2 stations and make an internal call, we will get 2 identical recordings on each station on the same interaction.

    If we make an outbound call and add an internal participant to the call (while both stations and trunk have recording enabled), we will get 3 recordings (station1, station2 and trunk)

    All those scenarios highlight the same issue, it will significantly and needlessly increase the storage usage on the server (which will also increase billing).

    Why not merge identical station recordings either automatically or through policies



    ------------------------------
    [Jonatan] [Livshits]
    [Technician]
    [ITNAV]
    ------------------------------



  • 40.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-25-2024 13:22

    It is by design that you get both copies when you have both station-side recordings and trunk-side recordings enabled.  Merging is problematic when you consider the potential difference of the audio content in various call scenarios such as on-hold and ACD conferencing.

    You should carefully consider which users truly need to be captured with station-side recordings with trunk-side recordings already enabled.  If storage cost/quota is expected to be an issue, you will need to choose between using trunk-side recording versus station-side recording.  We will have a knowledge article coming out that details the pros and cons between the two, but the primary drawback with station-side is the lack of transcription support (and therefore losing STA capbilities) if you are in CX3.

    In the foreseeable future, the product still considers trunk-side recording as the dominant means of recording for ACD interactions.  That's why we positioned station-side recordings as the complementary mechanism, in our feature description.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 41.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-27-2024 04:24

    Hi Daniel, could you please share those scenarios where Trunk Recording (with Consult, Holds and External bridged transfers options enabled) would not record? I've done few test calls with hold, transfer, conference and it was recorded.

    Our use case for Station based recording is just to catch Agent/Agent conversation so it can be used for dispute investigation. With almost thousand Agents, 20+ Divisions, each with different retention period of recordings, it's hard to follow legal requirements and be storage effective with given Genesys features. Currently we're using Queue as matching criteria which is sensitive of human error. People forget to add new queue to a policy and the search criteria in the Recording policy does not work correctly. Sometimes you have to enter almost the whole name of queue to get result. Thanks for API.

    - To add retention policy for Agent/Agent calls the only possibility is to match Users or WorkTeams - both more less manually managed. API could help with users, hope there is no limit like for Queues. Agent can only be member in one WorkTeam, max limit is 100 Agents in a Work Team and there are no rules for membership thus manually managed. I would really appreciate Groups and Divisions (vote for OP-I-1054) as matching criteria in Recording Policy. 

    - The retention period of all segments in Interaction will always be the longest one from matching Recording policies, does not matter what policy we configure for Station based recording. How to delete earlier the Station Based recording as it's anyway recorded on Trunk level to not waste storage? Only via lots of API requests. Additional matching criteria in the policy for Station Based and breaking the logic of applying longest preserving policy to all segments of Interaction is impossible. Or just simply set, if it's recorded on Trunk, skip the Station based recording.

    - Possibility of enabling Station Based Recording for one direction could partially help us to be bit more storage effective. Inbound/Outbound/Both, we would have enabled only outgoing recording for all Agents so we could avoid double recording incoming calls via Trunk and still catch calls between Agents as the settings would be enabled for all Agents in same way. Outgoing calls would still be recorded twice.

    Sorry for long comment and hope you appreciate the feedback.
    Thank you.



    ------------------------------
    Michal Svora
    Lead System Engineer for Collaborative Workplace
    ------------------------------



  • 42.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-27-2024 18:47

    I agree with this thinking.  I have a big problem of how a policy is supposed to be applied to this.  If as Daniel says, the policies look at both station and trunk the same, how are you supposed to setup a recording policy for just user to user or phone to user calls, because we have many use cases where a person picks up a stand-alone phone and calls in agent like a counter phone in a bank that we need that recorded and able to be reported on so we can find the recording.  Now do we define that call in a policy - we can't user users because that would cause all calls that user to be recorded.  Could use a team to define a group of users, but again, that would be for both internal and external recordings.  We can't use a queue since there may not be a queue involved.  We definitely can't use a wrap-up code since again, no queue involved.  

    What I would like to see is an attribute control for the Policies where if an attribute exists or reads the value and determines if the policy will be enforced.  Any other ideas here?



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 43.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 12-02-2024 17:46

    Thanks Robert.  On a custom attribute to control QM policy, if things go accordingly to our plans, we would be using Conversation Custom Attribute (CCA) as our go-ahead choice as the matching criteria.  This of course depends on the velocity of CCA rollout.  But the best idea to vote upon is here: https://genesyscloud.ideas.aha.io/ideas/WEM-I-296.

    And thanks for the stand-alone phone use case; I can see the trickiness there on the QM policy setup.  I would have assumed that, the existing QM policy set would match to retain an equivalent call that was made ordinarily through an external trunk, rather than via a GC-connected standalone phone.  But it seems this assumption isn't necessarily true.  We've seen a reverse use case where specific standalone phones don't want to be recorded.  For now, the best workaround I can think of is to use Direct Routing on these "agents", and setup QM policy on those personal queues.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 44.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-27-2024 19:07

    Thanks for the feedback, Michal. Please keep them coming!

    We are aware of some of the limitations around policy flexibility, and while they aren't specific to station-side recordings, it is definitely point taken.

    On the point of call direction, our initial thinking is that station-side recordings would be enabled on a selective set of individuals where compliance is of concern -- typically subject-matter experts that are fielding internal calls in the org (e.g. IT helpdesk, or say, a fund manager in the finance vertical).  In that sense we didn't see value in the optionality of call direction because the internal call could have been inbound or outbound for that persona.  If the whole contact center population requires the recording of any internal calls, it might make sense to solely use station-side recordings and not trunk-side recordings.  Genesys Cloud will need to provide the roadmap item of transcription support for station-side recordings to keep parity in that case moving forward.

    On the first question, there is optionality in recording suppression today for:

    • Hold -- at the trunk setting
    • IVR Flow -- at the flow in Architect
    • Queue-wait -- at the queue setting

    You can go through call recording overview to find the relevant pages.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 45.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-26-2024 13:52

    Good afternoon,

    With this beta what is the expected behavior of transcriptions during the station to station interaction? 

    Thank you. 



    ------------------------------
    Todd Souza
    Sr. Voice Engineer
    ------------------------------



  • 46.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-26-2024 15:18

    Hi Todd, transcriptions will not be available for station-side recording.



    ------------------------------
    ------------------------------
    Fred Huang, Product Manager, WEM
    Genesys - Employees
    ------------------------------
    ------------------------------



  • 47.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 11-26-2024 15:59

    So this doesn't truly fix the large hole of missing transcription data in our purchased Genesys A3S Historical STA Add on. That's a bit disappointing. Someone should either look to fixing that now that this is feature available and in the interim be sure that sales & account management team is aware so they can be transparent about this before selling the STA package A3S add on; just throwing around the ACD term around is a bit confusion as to what can be expected to be captured. Our transcription analytics that we received from the add on is incomplete relative to legacy data and it's going to grow bigger as we move the remainder of our user over from Pure Connect.  The hope was that this correction would simultaneously correct for that as we thought the transcription and audio recording functionality were paired. 



    ------------------------------
    Bryan Holden
    ------------------------------



  • 48.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 12-02-2024 17:59

    To confirm the feedback here, is the gap due to lack of transcription support with station-side recordings at the product?  Because A3S is a PS asset which can have some level of customization, it wasn't clear what was offered as the end goal, and the gap introduced in this context.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 49.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 12-02-2024 17:30

    Hi Daniel, 

    We have updated Phone config changes are per screenshots and did notice that screen recordings are always missing for CSR2.

    Agent to Agent No Queue
    Agent to Agent from Queue
    Transfer to TFN
    Consult to TFN then Conf & Transfer
    Transfer to Queue
    Transfer to Phonebook Entry
    Consult to Phonebook Entry then Conf & Transfer

     



    ------------------------------
    Meegada Sreeni
    NA
    ------------------------------



  • 50.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 12-02-2024 18:07

    Note that Genesys Cloud does not support screen recording for non-ACD interactions: https://help.mypurecloud.com/faqs/can-i-record-an-agents-screen-during-non-acd-interactions/.  The station-side audio recording does not impact this existing screen recording behaviour.

    Also note that even in the case where a call is transferred to a queue afterwards, at the point of decision making whether to initiate screen recording on the agent or not, the call is not considered an ACD call and therefore screen recording was not triggered at the beginning of the call.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 51.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 12-02-2024 19:16

    Hi Daniel,

    So, Internal calls are not considered as ACD, Screen recordings will not exist.Is this accurate or am missing something?



    ------------------------------
    Meegada Sreeni
    NA
    ------------------------------



  • 52.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 12-03-2024 12:05

    Direct calls are not ACD calls, whether it is an internal call or an external call.  That's the distinction.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 53.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 12-20-2024 19:52

    Hi all,

    I would like to provide a few updates on the beta as we begin to head into the holidays.

    1. To those in the beta program, we have emailed you a feedback survey to collect your results and findings so far.  Please complete them by Jan 17 so that we have the time to assess your feedback.  If you did not see the email, please take a look at your spam folder in case it went there.  Otherwise, please contact Fred Huang (fred.huang@genesys.com) to make sure you have access to the feedback survey form.  It is very important that we receive your feedback.
    2. As alluded in the original post, there is an upcoming improvement in the screen recording UI viewer for folks in the beta program, which will make it able to playing a screen recording synchronized to the audio of a station-side recording. That improvement is now expected to be available sometime February.
    3. The ad-hoc recording issue that was discovered requires some end-to-end fix that spans multiple microservices within Genesys Cloud, and it is pushing back our readiness for GA.  We are now targeting GA by the end of April.  The beta program will extend until then.


    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 54.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 01-29-2025 22:18

    Hi, 

    I have some feedback on the Beta. 

    All seems to be going well and I haven't experienced any issues besides the following: 

    1. We get two recordings in the interaction: Will be looking forward to read the knowledge article that will come out on this as we will need to make a decision it seems. Unless there is a planned fix?

    2. Voicemail records an interaction but thats it: I created a flow which send a call to a voicemail for a queue. 
    I call from 'Queue 1', to a phone number in Genesys that goes to the flow I created, it then creates a voicemail and puts it in 'Queue 2'. For the agent making the call it looks like two calls are being made and Genesys essentially freezes, and the only way to get back to making a call is to refresh your browser. Then one of the calls disappear and you can wrap up the other. 


    Also it appears the voicemail just sits in queue, waiting to be answered, won't go to me. And also it says 'No Name' instead of the calling number that is assigned to the queue I called from. 



    I'm not sure if voicemail was supposed to be a feature that is available as part of this, but it would be good if it was. 
    If I click on the interaction when I search for it, I can hear the voicemail, so it is in there and exists. 
    This would be good as we could send voicemails between departments rather than putting aside calls from our customers to answer internal calls. 




    Thats all from me at this point, looking forward to hearing more on these topics. 










    ------------------------------
    Glen Tylee
    Systems Support Lead
    ------------------------------



  • 55.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 02-05-2025 15:16

    Hi all,

    I would like to share a few updates as we head into the tail end of the beta program.

    1. We have made an update on GA target to May 12.  We pushed back from the previous end-of-April target for 2 weeks to accommodate our logistics in deploying the fix on ad-hoc recordings as previously mentioned.  The beta program will extend until then.
    2. The previously alluded screen recording UI viewer improvement for this beta program -- which enables playing a screen recording synchronized to the audio of a station-side recording -- will become available March 10.  Please allocate some time then to test out that improvement and provide any feedback!
    3. The defect of not being able to enable station-side recording for remote phones should be resolved at this point.  Please give it a try if that concerns you.

    Finally, to those who have filled out the beta feedback survey, I thank you. But we notice that there are many beta participants who have not yet provided their survey response, which we have kindly asked to be completed by mid January.  This beta program -- and in effect, all beta programs in Genesys Cloud -- relies on your feedback to become successful.  It is also an obligation as part of being included into the beta program. If you haven't, please take the time to fill out the survey sent out by Fred Huang (fred.huang@genesys.com) via email before the end of last year.



    ------------------------------
    Director, Product Management – Recording and Real-time Supervision
    Workforce Engagement Management (WEM)
    ------------------------------



  • 56.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 02-07-2025 04:54

    Concerning point 3: Station side recording now works for me with a remote phone.



    ------------------------------
    Andrew Lagarde
    Engineer
    ------------------------------



  • 57.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 8 days ago

    Hi Daniel,

    Would this functionality include the ability for the agent to pause and resume the recording, similar to how they do on ACD interactions?

    Thanks,

    Jared



    ------------------------------
    Jared Yarbrough
    x
    ------------------------------



  • 58.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 8 days ago

    Hi Jared, 

    As with trunk side recording, the station-side recording can also be paused/resumed through the Secure Pause feature by the agent .  When Secure Pause is enabled, station-side recording that is being captured will be paused, and when Secure Pause is disabled, the station-side recording capturing will be resumed.



    ------------------------------
    ------------------------------
    Fred Huang, Product Manager, WEM
    Genesys - Employees
    ------------------------------
    ------------------------------



  • 59.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 7 days ago

    Thank you Fred,

    And just to confirm, if we enabled this, would our recorded DID/direct calls not reset inbound ACD routing logic? (We are looking at this station side recording as a workaround for agents who make outbound calls on behalf of the queue (so they are recorded) for leads and consequentially have their inbound ACD routing score reset each time they make an ACD outbound call...) 

    Thanks again,

    Jared



    ------------------------------
    Jared Yarbrough
    x
    ------------------------------



  • 60.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 7 days ago

    Hi Jared, 

    Enabling Station-side recording would not affect the ACD routing logic or ACD routing score, ACD would function the same way regardless of whether or not Station-side recording is enabled.



    ------------------------------
    ------------------------------
    Fred Huang, Product Manager, WEM
    Genesys - Employees
    ------------------------------
    ------------------------------



  • 61.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 7 days ago

    Thanks again Fred. 

    This sounds like a possible option for us to explore, as a workaround to the current inbound ACD routing logic that resets routing scores each time our agents make outbound lead calls on behalf of the queue...

    To put it all together, we would want to enable station side recording, so we could then instruct our agents to stop making outbound calls on behalf of the queue, and instead make direct outbound calls with their DID. This way the business would still get the call recorded, and the agents could still use Pause & Resume on those recorded direct DID calls, and those outbound direct calls would NOT impact ACD inbound routing logic. 

    Does that sound correct, functionality-wise?

    Thanks again,

    Jared



    ------------------------------
    Jared Yarbrough
    x
    ------------------------------



  • 62.  RE: Beta: Policy Based Station-Side Call Recording

    Posted 6 days ago

    Hi Jared, please my response below:

    1. You do not need station-side recording if you want to record direct outbound calls, current trunk-side recording can do the job as long as the outbound call goes through the trunk.
    2. Secure pause (Pause and Resume) is an ACD feature, it will not be available if an agent makes a direct outbound call, it's the same even if station-side recording is enabled, perhaps I didn't make it clear in my earlier response, so this is something you might need to consider.



    ------------------------------
    ------------------------------
    Fred Huang, Product Manager, WEM
    Genesys - Employees
    ------------------------------
    ------------------------------



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