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User Guide

Owned by Sikander Hayat
Last updated: Aug 01, 2024 by Sikander Hayat
5 min read

Introduction

The Expertflow Voice Recording Solution records Cisco Contact center calls, for single & multi-site contact centers with up to 100 concurrent agents. Calls are recorded & stored as individual call legs including call hold, call transfer, and call conference.

Login

KeyCloak

User Management is now handled from a third-party application Keycloak. All the local users are now created on Keycloak.

(Note: The details of configuring Keycloak are mentioned in the deployment guide)

There is a Keycloak admin who can create, update, delete a user, and reset its password.

In Keycloak there are two roles for now. One is the "admin" role and one role is the "agent". 

The Keycloak admin must select one role for the newly created. If a user is assigned an agent role, then on logging in on VRS the agent user can see his recordings. If a user is assigned an admin role, then he can see all recordings on VRS. Note that if a user is not assigned any role then he won't be able to log in to VRS

Search & Play

Searching a Call 

In VRS calls can be searched based on the Start Date, Start Time, End Date, End Time, Dates Within (7days, 15 days, 1 month, and 3 months), CallingNumber, CalledNumber, AgentName, and AgentID. By default when a user logs in on the VRS application, the current date is already selected. The search request can also be customized to show or block specific columns on the user interface. The customized columns are as follows: (Agent ID, Called Number, and Agent Name) 

Basic Operation on Calls

Once a call is searched it can be played, downloaded, or archived.

Playing a call

Once a call is searched, it can be played by clicking on the play button.

Audio forward and rewind are possible when the audio is selected and played. This can be done by moving the slider forward or backward. 

Downloading a call

Once a call is searched it can be downloaded by clicking on the download button.

Multiple-legged calls

A multi-legged call is a type of cell that contains more than one leg. It is a single call but has multiple legs. Some of the calls are

  • Hold/Resume

  • Direct Transfer

  • Consult Transfer - Not supported yet

  • Conference Call  - Not supported yet

Hold/Resume call

A Simple hold/resume call is a call in which a customer calls an Agent, when the call is active the Agent holds the call. 

Then he retrieves the call. This process makes two sessions of the call i.e the session before the agent holds the call and the session after the call is resumed.

Direct Transfer

In the case of a simple Direct Transfer scenario, a customer calls an Agent. The agent after receiving the call then directly transfers the call to the second agent. This is done without any consultation with the second agent.

In this case, two sessions are made as well.

Archival Service

Archival service is an important part of VRS (Voice Recording Solution). Its major function as its name suggests is to archive recording files which over the time occupies a large space. These files can be uploaded to another server designed to hold huge data. On the backend, these files will be deleted after being uploaded to another server to be saved for future purposes. On the front end, these files will be shown in a grey shade. The option to play or download the recordings will be invisible.

The Archival service is designed to be controlled manually. We can set the number of days before which the files will be archived. For example, if we set archived service to be set to 2 days, then the service will leave the files of the past two days as it is while archiving all the files before it.

Stream Deletion

Streams are created once the files are recorded on the server. These streams are incomplete chunks of complete recording files, which are temporarily stored at a place to be mixed to become one meaningful conversation. Once these streams are mixed and stored in the session directory, there is no further use for them and they occupy space. Hence, it is important to get rid of these files. Stream deletion plays its part in the removal of unnecessary stream files which has no further purpose to serve. These stream deletion services can also be set manually. We can set the number of days before which all the files will be deleted.