Record Calls as a Stratus User
Learn how to record calls and pull call recordings using the many tools and products we have to offer.
Table of Contents
Enable Call Recording as an Admin
Using the Stratus web portal and our products, you and your users can record calls. To be able to record calls, call recordings have to be enabled.
Call recording can be enabled for your whole business, a specific user, or a call queue through the Stratus web portal.
WARNING: Some countries and states impose laws and regulations on recording calls.
We recommend requesting consent from call participants before recording any call. It may also be a good idea to have a message set up for your organization that warns callers that their call may be recorded.
Please consult with the regulatory experts in your company before using this feature. To implement any warnings for your callers, contact our technical support team.
For All Users
If you would like for every call for all of your users to be recorded, our technical support team can enable this for you.
To have call recording enabled for your whole business, please contact our technical support team.
For a Call Queue
As a Stratus admin user (i.e., Office Manager, Site Manager, or Call Center Supervisor), you can set your call queues to record all calls that come through them.
To do this…
1. Navigate to the Call Queues page.
2. Click the Edit Queue icon next to the call queue that should record calls.
3. On the Basic tab, use the Record Calls drop-down to select Yes.
4. Click the Save button.
✔ Now every call that goes through this call queue will be recorded.
WARNING: This will only enable call recordings for calls originating through that specific call queue.
Recorded direct calls to users will need to be enabled through the user's Profile settings.
For a Specific User
WARNING: In order to see the Record User's Call option, a member of our team will need to make changes to your portal.
To have this feature shown, please contact our technical support team.
If you have had our team show the Record User's Calls option, you can enable a user or yourself to have calls recorded using the user's Profile settings.
1. Navigate to the Users page.
2. Click the name of the user that needs call recording enabled.
3. In the Profile tab of their settings, use the Record User's Calls drop-down to select Yes.
4. Click the Save button.
Recording Warnings for Callers
Since recording consent laws differ for different states and countries, it is imperative that your users obtain consent to record calls at the beginning of each call.
One way of obtaining consent is immediately telling a caller that their call will be recorded. Callers that do not consent can then let your agent know before following any protocols your team has in place for this kind of scenario.
Another way to obtain consent is having a recording warning play that warns callers that their call will be recorded. Callers that do not consent can either tell the agent they speak to or hang up the call.
For a Call Queue
Adjust the Call Queue's Settings
In order for your callers to hear the recording warning when it is created, your call queue will need to be set to have an introduction message played before it rings any agents.
To set a call queue to play any intro messages before routing any callers…
1. Navigate to the Call Queues page.
2. Click the Edit Queue icon next to the call queue that will play a recording warning.
3. Switch to the Pre Queue Options tab.
3. Use the Require into MOH drop-down to select Yes.
4. Click the Save button.
Create the Recording Warning
Now that the call queue that records calls has been set to play intro messages, an introduction message can be created for the call queue that will warn callers that their call will be recorded.
To create a custom recording warning message to have played for callers as soon as they enter a call queue…
1. In the portal, navigate to the Call Queues page.
2. Across from the call queue needing this change, click the Edit MOH icon.
3. To add a recording warning to that queue, click the Add Introduction button.
Quick Tip: If there are already messages added to the call queue, click the Add Intro Message icon.
4. Use either of these options to add in a recording warning message:
– Text-to-Speech: Use the text-to-speech option to type in a message that warns callers that their call will be recorded and select an automated voice that will read out what is typed.
Once the message has been typed out, click the Save button.
– Upload: Using the upload option, you can upload a converted audio file and give the message a name.
WARNING: The audio file should be a 16-bit WAV (8Khz, Mono, 16-Bit PCM) file.
DANGER: Not converting the music file can cause catastrophic issues for your phone system.
Convert an Audio File Using G711.org
To convert the audio file, you can use a free site named g711.org. To do so…
1. Visit g711.org.
2. In the Source File section, click the Browse button.
3. Select the audio file to be converted.
4. In the Output Format section, ensure that the Standard Definition option is selected.
5.Click the Submit button.
✔ Doing so will pull up a new page with a link.
6. Right-click the link and select Save link as.
7. In the File name box, type a name for the converted audio file and then click the Save button.
Once the file has been selected on your PC, click the Upload button.
– Record: The record option allows you to type in a phone number or extension number for the phone system to send a call.
Click the Call button to send a call to the number. When the call is answered, it will record whatever is said to it.
✔ You should now see the new recording warning message with the name “Introduction” listed, along with any other created messages.
Now callers will hear a warning that their call will be recorded as they wait for their call to be answered.
WARNING: It is still recommended to have agents at the beginning of each call tell their callers that their call may/will be recorded.
For a Specific User
As a Stratus admin, you have the ability to add messages to a user's music on hold. One of these messages that can be added is a Recording Warning that lets callers know that their call is being recorded.
To add a recording warning for callers to hear when a specific user places them on hold…
1. Navigate to the Music on Hold page.
2. Use the search bar to find and select a user that needs a recording warning.
3. Click the Add Introduction button.
Quick Tip: If there are already messages added, click the Add Intro Message icon.
4. Use either of these options to add in a recording warning message:
– Text-to-Speech: Use the text-to-speech option to type in a message that warns callers that their call will be recorded and select an automated voice that will read out what is typed.
Once the message has been typed out, click the Save button.
– Upload: Using the upload option, you can upload a converted audio file and give the message a name.
WARNING: The audio file should be a 16-bit WAV (8Khz, Mono, 16-Bit PCM) file.
DANGER: Not converting the music file can cause catastrophic issues for your phone system.
Convert an Audio File Using G711.org
To convert the audio file, you can use a free site named g711.org. To do so…
1. Visit g711.org.
2. In the Source File section, click the Browse button.
3. Select the audio file to be converted.
4. In the Output Format section, ensure that the Standard Definition option is selected.
5.Click the Submit button.
✔ Doing so will pull up a new page with a link.
6. Right-click the link and select Save link as.
7. In the File name box, type a name for the converted audio file and then click the Save button.
Once the file has been selected on your PC, click the Upload button.
– Record: The record option allows you to type in a phone number or extension number for the phone system to send a call.
Click the Call button to send a call to the number. When the call is answered, it will record whatever is said to it.
✔ You should now see the new recording warning message with the name “Introduction” listed, along with any other created messages.
Now callers will hear a recording warning play when they are placed on hold by this user.
WARNING: It is still recommended to have this user tell callers that their call may/will be recorded at the beginning of each call.
For Your Whole Business
As a Stratus admin, you have the ability to add messages to the domain's music on hold. One of these messages that can be added is a Recording Warning that lets callers know that their call is being recorded.
To add a recording warning for callers to hear when any user places them on hold…
1. Navigate to the Music on Hold page.
2. Click the Domain option.
3. Click the Add Introduction button.
Quick Tip: If there are already messages added, click the Add Intro Message icon.
4. Use either of these options to add in a recording warning message:
– Text-to-Speech: Use the text-to-speech option to type in a message that warns callers that their call will be recorded and select an automated voice that will read out what is typed.
Once the message has been typed out, click the Save button.
– Upload: Using the upload option, you can upload a converted audio file and give the message a name.
WARNING: The audio file should be a 16-bit WAV (8Khz, Mono, 16-Bit PCM) file.
DANGER: Not converting the music file can cause catastrophic issues for your phone system.
Convert an Audio File Using G711.org
To convert the audio file, you can use a free site named g711.org. To do so…
1. Visit g711.org.
2. In the Source File section, click the Browse button.
3. Select the audio file to be converted.
4. In the Output Format section, ensure that the Standard Definition option is selected.
5.Click the Submit button.
✔ Doing so will pull up a new page with a link.
6. Right-click the link and select Save link as.
7. In the File name box, type a name for the converted audio file and then click the Save button.
Once the file has been selected on your PC, click the Upload button.
– Record: The record option allows you to type in a phone number or extension number for the phone system to send a call.
Click the Call button to send a call to the number. When the call is answered, it will record whatever is said to it.
✔ You should now see the new recording warning message with the name “Introduction” listed, along with any other created messages.
Now callers will hear a recording warning play when they are placed on hold by any user in your domain.
WARNING: It is still recommended to have users tell callers that their call may/will be recorded at the beginning of their calls.
For Yourself
As a basic Stratus user, you have the ability to add and edit the messages that are played when you place callers on hold.
To add in a recording warning for your callers to hear when you place them on hold…
1. Navigate to the Music on Hold page.
2. Click the Add Introduction button.
Quick Tip: If there are already messages added, click the Add Intro Message icon.
3. Use either of these options to add in a recording warning message:
– Text-to-Speech: Use the text-to-speech option to type in a message that warns callers that their call will be recorded and select an automated voice that will read out what is typed.
Once the message has been typed out, click the Save button.
– Upload: Using the upload option, you can upload a converted audio file and give the message a name.
WARNING: The audio file should be a 16-bit WAV (8Khz, Mono, 16-Bit PCM) file.
DANGER: Not converting the music file can cause catastrophic issues for your phone system.
Convert an Audio File Using G711.org
To convert the audio file, you can use a free site named g711.org. To do so…
1. Visit g711.org.
2. In the Source File section, click the Browse button.
3. Select the audio file to be converted.
4. In the Output Format section, ensure that the Standard Definition option is selected.
5.Click the Submit button.
✔ Doing so will pull up a new page with a link.
6. Right-click the link and select Save link as.
7. In the File name box, type a name for the converted audio file and then click the Save button.
Once the file has been selected on your PC, click the Upload button.
– Record: The record option allows you to type in a phone number or extension number for the phone system to send a call.
Click the Call button to send a call to the number. When the call is answered, it will record whatever is said to it.
✔ You should now see the new recording warning message with the name “Introduction” listed, along with any other created messages.
Now callers will hear a recording warning play when they are placed on hold.
WARNING: It is still recommended to tell callers that their call may/will be recorded at the beginning of a call!
Record Calls
Now that call recordings have been enabled, your users/agents can record their calls as needed.
Calls can be recorded by users on their desk phones, in the Stratus web portal, on their SpectrumVoIP Desktop App, and on their Stratus Mobile App.
REMINDER: Some countries and states impose laws and regulations on recording calls.
We recommend requesting consent from call participants before recording any call. It may also be a good idea to have a message set up for your organization that warns callers that their call may be recorded.
Please consult with the regulatory experts in your company before using this feature.
Note: To learn more about our policies regarding using the call recording features of our products, please read this article.
Dial a Code
Feature codes can be dialed to start and stop recordings of calls.
Feature Code | Action | Example |
---|---|---|
*98 | START Recording Call | Dial *98 during an active call to start recording. It is recommended to get consent from a caller before recording a call. |
*99 | STOP Recording Call | Dial *99 to stop recording an active call. |
Stratus Call Popups
While you are on an active call in the web portal, you can click the Record button to toggle the recording of this call on and off.
StratusHUB
The SpectrumVoIP Desktop App will have buttons available that you can use to control how a call is recorded during an active call.
Start Recording a Call
Click Start Rec to start recording a call.
When clicked, a REC notice will appear above the duration of the call.
Pause and Resume a Recording
Click Pause Rec to pause your recording of the call.
The REC notice will update to show a pause symbol:
Click Resume Rec to continue recording the call.
Stop Recording a Call
Click Stop Rec to stop recording a call.
The REC notice will disappear:
Stratus Mobile App
To start recording an active call on your Stratus mobile app, tap the record button on the call screen.
Touch the record icon again to stop the recording.
Lock Recordings to Prevent Deletion
When an auto-delete recording duration is set, the recordings are deleted once expired. However, by enabling Prevent auto-delete you can lock some important recordings to exclude them from being deleted.
To lock the recording from being deleted:
1. Touch the History tab.
2. Touch the Information icon beside the name or phone number you want to retrieve the recording.
3. On that recording entry, touch Settings → Prevent Deletion.
✔ A lock (1) will display on the entry to indicate it is excluded from being deleted.
Quick Tip: To unlock the recording, tap Settings (2) → Allow Deletion (3).
Access Call Recordings
If a user has recorded a call, that call recording can be pulled and downloaded for record keeping purposes.
These call recordings can be accessed through the Call History page of the Stratus web portal, the SpectrumVoIP Desktop App, and the Stratus Mobile App.
The Stratus Web Portal
IMPORTANT: If call recordings are enabled, SpectrumVoIP will host the recordings in the web portal for 30 days. After that time has passed, the call recording will no longer be available to listen to or download. This time can be extended at an additional cost.
If you would like to extend your call storage time for your account, you can speak with our Billing team by calling (469) 429-2500 and selecting Option 2 or emailing billing@spectrumvoip.com.
Another alternative is to have all call recordings pushed to a virtual drive as seen in this guide.
If you would like to push call recordings to cloud storage or a virtual drive, contact our technical support team by calling (469) 429-2500 and selecting Option 4, emailing support@spectrumvoip.com, or sending in a ticket using our knowledge base or our support website.
Quick Tip: It is possible to have call recordings pushed to a virtual drive.
To learn more about pushing call recordings to a virtual storage medium, check out this guide.
You can also contact our support team to implement this change.
NOTE: Your call history view may differ depending on your User Scope.
For example, users set as Office Mangers will be able to view all call recordings on the domain, while users set as Basic User will only be able to view their own calls.
2. The Call History can be filtered by different parameters such as phone number, user, or date/time. Click the Filter button to filter what calls are shown.
3. In the right-hand menu of the call history listing, there will be a recording icon to listen to the call and a download icon to download the recording. Your selection of buttons may differ depending on your user scope.
– If a Call does not have a recording, the icon will be grayed out and will display No Recording when hovering over it; as shown below.
Note: If you see No Recording when call recordings should be enabled, please contact our technical support team to ensure your account has call recordings enabled.
– If a call has a recording that is still being processed, you might see Pending Conversation; as shown below. For these, simply wait for the call to be processed and it will eventually become available to play and download.
Quick Tip: Call recordings can take 30 minutes or longer to show in the Call History page.
It is recommended to wait an hour and then refresh or visit the Call History page again.
4. When a recording is available, the icons will be active and hovering over it will display Download or Listen; as shown below.
– Clicking the Download icon will save the audio file to your computer:
– Clicking the Listen icon allows you to play the recording.
If recording transcriptons have been enabled, the Listen icon will pull up the
– There are also options available (volume control and playback speed) for adjusting how the music is played back.
The StratusHUB Desktop App
When you have a call that was recorded, you can listen to and download that call using the desktop app.
To download the call's recording…
1. Select the call that was recorded.
2. Click the Options icon.
3. Select Download to download an audio file of the call to your PC.
✔ You should see the call's audio file downloaded to your PC.
The Stratus Mobile App
Once the calls are recorded, you can retrieve them in the History tab.
To access a call recording:
1. Touch the History tab.
2. Touch the Information icon beside the name or phone number you want to retrieve the recording.
Quick Tip: The Recording icon shows that the call log has recording(s).
3.Touch the Play Record (1) button to listen to the recording.
4. Touch the Pause button to pause the recording.
5. To manage the recording, touch the Settings (2) icon on that recording entry.
✔ A list of recording settings will display:
– Delete - Deletes the recording.
– Send By Email - Sends the recording to someone else using email.
– Share - Sends the recording to someone else using other applications.
– Prevent Deletion - Keeps the recording from being deleted by the auto-delete duration setting.
Call Recording Transcripts
With the Stratus v43 update, call recordings can now have transcripts generated to make reviewing calls more effective and efficient.
Having transcriptions for call recordings enabled can give your users deeper insight into previous calls and their outcomes. This tool can also be essential for users that need accessibility options for reviewing audio recordings.
NOTE: Enabling call recording transcriptions costs $3.00 per month per user that has it enabled.
To speak with our team about any billing-related concerns, reach out to our Billing team by calling (469) 429-2500 and selecting Option 2 or emailing billing@spectrumvoip.com.
If you would like our team to enable transcriptions for your users, contact our technical support team by calling (469) 429-2500 and selecting Option 4, emailing support@spectrumvoip.com, or sending in a ticket using our knowledge base or our support website.
Use the module below to explore the two different ways call recordings with transcriptions can be enabled.
Enable for Call Queues
For some businesses, it may be essential to have all queue calls recorded to monitor the outcome and sentiment of calls being handled by agents.
If only calls handled through call queues should be recorded with transcripts, you can do the following:
1. Navigate to the Call Queues page.
2. Click the name of the call queue or click the Edit icon next to the queue.
3. On the Basic tab, scroll down and use the Record Calls dropdown to select Yes w/ transcription.
4. Click the Save button.
✔ Now calls that go through this queue will be recorded. A transcript will be automatically generated for each of this queue's call recordings.
To learn more about viewing a transcript of a call recording, read the next section.
Enable for Users
If needed, you can enable call recordings with transcripts for specific users. This would ensure that all calls handled by a user are recorded and transcribed. To enable call recording transcripts by user, you can do so one-by-one or in bulk.
For a Single User
Sometimes only a single user needs a transcript for the recordings they receive.
✔ Enabling call recording transcripts for a single user can be useful if…
• You have a user that needs more accessibility for reviewing audio files.
• You only have a single user tasked with reviewing call recordings.
To enable call recording transcriptions for users one-by-one…
1. Navigate to the Users page.
2. Search for the user needing call recording transcriptions enabled.
3. On the Profile tab, scroll down and use the Record User's Calls dropdown to select Yes w/ transcription.
4. Click the Save button.
✔ Now this user's calls will be recorded. A transcript will be automatically generated for each of their recordings.
To learn more about viewing a transcript of a call recording, read the next section.
For Multiple Users
If you have multiple users that will need their call recordings to have transcripts, you can use the Bulk Edit tool to enable this setting for those users all at once.
To do this…
1. Navigate to the Users page.
2. Select the users that need transcriptions for call recordings enabled.
3. Click the Bulk Edit button.
WARNING: Be careful and try to avoid accidentally clicking the Delete button.
4. In the Bulk User Edit menu, scroll down and select the Recording option.
5. Use the Recording dropdown to select Yes w/ Transcription.
6. Click the Save button.
✔ You should see a confirmation message that the users have been edited successfully.
To learn more about viewing a transcript of a call recording, read the next section.
View a Call Transcript
Now that the “recordings w/ transcription” setting has been enabled for users or call queues on your account, the calls of those users/call queues will be recorded, and a transcript will be generated from the dialogue that has taken place in the call.
You can view the transcript of a recorded call through the Call History page:
- Navigate to the Call History page.
-
Scroll down to the call that was recorded that you would like to review.
Quick Tip: Calls that have a transcript will be assigned Topics.
To quickly view call recordings with Transcripts, you can show the Topics column of the Call History table.
You can use the Call History Filters menu to narrow down your search for the call.
- Click the Listen
icon next to the call.
✔ Doing so will pull up the Call Transcript menu for that recording.
Review a Call Transcript
In the Call Transcript menu, you will be able to listen to the recorded call, view a summary of the call, and review the dialogue that took place in the call. You can also download a CSV spreadsheet of this transcript's logs.
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# | Feature | Description |
---|---|---|
(1) | Play / Pause Button | Start or pause the playback of this recorded call. |
(2) | Playback Bar | View the duration of the call as the call is played. You will see colored sections that indicate sections where a specific caller was speaking. You can click on sections of the playback bar to skip ahead to listening to that section of the call. The Transcript section will update to show the dialogue of the speaker in that portion of the call. |
(3) | Search Box |
Type in a word or phrase that you would like to view in the transcript. The Transcript section will update to show the pieces of dialogue that includes the word(s) you searched for. |
(4) | Speakers | View the user(s) and caller(s) that participated in the call that was recorded. |
(5) | Summary / Topics |
In this section, you can select between viewing the call's Summary and Topics: • Summary - View a generated description of the conversation that took place between the speakers in this call. |
(6) | Transcript | Review and scroll through the dialogue of the speakers in this call. |
(7) | Download Transcript Button |
If you need a copy of this transcript for your records, click the Download Transcript button to download a CSV spreadsheet. |