Genesys Cloud - Main

 View Only

Sign Up

  • 1.  How to retain recordings for only 50% of all calls from one division?

    Posted 4 days ago
    Hello,

    We have received a requirement to implement a solution in Genesys Cloud for one specific division that randomly retains recordings for 50% of inbound and outbound calls for the retention period defined in our recording policies.

    As we know, recording policies do not provide an option to retain only a specified percentage of recordings. Has anyone encountered a similar challenge and could share their experience?

    Business requirement
    As a Compliance Director,
    I want Genesys Cloud to retain recordings for 50% of randomly selected inbound and outbound calls for the retention period defined in the recording policy,
    so that we comply with legal regulations by not retaining all call recordings.
    Acceptance criteria
    Genesys Cloud retains recordings for 50% of randomly selected inbound and outbound calls for the retention period defined in the recording policy.
    The remaining 50% of call recordings are not retained.
    Current setup:
    Trunk - Record calls on this trunk = true, Require user consent before recording = false
    1 policy that contains inbound queues + time sets and saves recordings for 180 days.
    1 policy that contains outbound queues + time sets and saves recordings for 180 days.
    9 policies that contain specific users + queues and save recordings for 180 days and create evaluations
    Best regards.

    #Implementation

    ------------------------------
    Darius
    Written Communication Process Analyst
    ------------------------------


  • 2.  RE: How to retain recordings for only 50% of all calls from one division?
    Best Answer

    Posted 4 days ago

    Hi Darius,

    as you noted there is no native way to do this via a policy. The best way would be to leverage the API to do the deletion for 50% of the conversation. Alternatively you could build a randomizer in architect and distribute the calls to, for example 2 different Workteams and delete the calls for one of the teams. Here is more on this:

    • record the eligible calls for that division and use an external process/API to select approximately 50% of completed conversations and apply recording retention/deletion actions. Genesys exposes recording bulk-action APIs for programmatic recording management.
    •  you could architect your routing/configuration so calls are divided into identifiable work teams for example and create policies against one one work team, but that is not equivalent to native random recording sampling and adds operational complexity.

    Hope this provides you some guidance

    Best



    ------------------------------
    Dominik
    Principal Professional Services Consultant
    ------------------------------



  • 3.  RE: How to retain recordings for only 50% of all calls from one division?

    Posted 4 days ago

    Hi Darius, here is an approach you can try, maybe change it a little to suit your exact needs:

    • On the trunk, change the recording to require consent before recording (=true)
    • On your inbound call flow (which I'm assuming exists for your inbound calls), you can randomize a number (If you will always work with the "50%" requirement, you can simply randomize an integer between 0 and 1) using the "RandomInt(1)" function.
    • If the random number is 0 you won't record, and if it's 1, you will... To achieve that, if the random number is 1, you will enable the recording (basically giving the consent to record, as expected by the trunk), there is an architect component/block that does this.

    • This essentially enables 50% (on average) of the calls to be recorded (Keep in mind that it will never be exactly 50%, as it depends on the randomizer, but mathematically it should be very close to 50%)

    That would help for inbound calls.

    For outbound calls I'm not sure, as normally the calls won't go through any flows, so you wouldn't be able to give that consent. Maybe you can do that through the combination of a trigger (for every outbound call created) + an workflow that would give the consent through APIs (data actions), but I'm not sure.

    Hopefully this gives you some ideas.



    ------------------------------
    Marcello
    Senior PS Consultant
    ------------------------------



  • 4.  RE: How to retain recordings for only 50% of all calls from one division?

    Posted 4 days ago

    Hi Darius,

    One other consideration with your current setup is the overlap with the 9 policies that retain recordings and create evaluations.

    By default, if an interaction matches both a Retain recordings policy and a Do not save recordings policy, Genesys Cloud retains the recording. There is a Delete even if another policy retains option that can override this, but I would be careful with that in your scenario since some of those recordings may also be required for evaluations.

    Genesys also recommends keeping evaluation policies separate from retention requirements where possible and minimising overlapping retention policies.

    https://help.genesys.cloud/articles/interaction-recording-retention-policies-best-practices/

    So whichever approach you use for the 50%, I would test how it interacts with those existing evaluation policies as well.

    Hope this helps!



    ------------------------------
    Phaneendra
    Technical Solutions Consultant
    ------------------------------