Setting Up Call Recording in VanillaSoft

Call recording is a valuable feature with benefits ranging from training purposes to detailed conversation tracking. To ensure you make the most of it, follow these steps to enable and set up call recording in VanillaSoft.

Note: Enabling call recording for a project and a user doesn't guarantee recording for all calls. If a caller chooses a Result Code not configured for recording, the call won't be saved.

Step 1 - Enable Call Recording for Users

  1. From the Admin homepage, navigate to the Users section in the top menu.
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  2. Enter the Manage User Licenses section.

  3. In the Active Callers list, check the Call Recording checkbox next to each user for whom you want to enable recording.

  4. Click Save when finished.

Step 2 - Enable Call Recording for Projects

  1. As an Administrator, open the desired project to enable call recordings for.
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  2. Open the Dialing & Recording section in the top menu.

  3. From the Recording drop-down, select Yes.

  4. Click Save to confirm.

Step 3 - Enable Call Recording for Result Codes

  1. As an Administrator, navigate to the Workflow/Routing tab, open the Result Codes sub-menu, and select Result Codes.

  2. Check the Recording box for all the result codes you wish to be recorded.

  3. Click Save when done.

For more details on how VanillaSoft stores and links call recordings, refer to our article on How Call Recordings Upload with VanillaSoft VoIP.

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