After the Microsoft administrator has given permission for Recording with AI Analytics to synchronise with Microsoft Teams, synchronization with Microsoft 365 will commence. The synchronization time depends on the size of your organization. Typically, it will take less than an hour for smaller organizations, and up to 24 hours for very large organizations.
If you are unable to login using your username and password:Your password may have expired. The default policy setting is for a password to be changed every 100 days. The new password cannot be the same as the last 10 passwords used.To reset your password, click on Forgot Password. You will be sent an email with a link to change your password.An acceptable password must adhere to the following criteria:
Go to the user profile page of each user and enable the login toggle. Once enabled, login credentials are emailed.
Administrators can manage licenses from the user profile page. When assigning licenses to users, it is important to remember that a user’s license determines the features that others can apply to their recordings.
Recordings will appear within a few minutes (at most) of the call ending.
To be recorded, users need to be assigned a license. If a user's playback network is set to Myself, users will only have access to their own recordings. A user's playback network can be extended by their administrator by editing their playback network from the perimssions window of the user profile. Extend via groups by adding groups, and via people by selecting:
- My Direct Reports: User’s own recordings & direct reports.
- My People: User’s own recordings, direct reports and indirect reports.
- My Organization: User's own recordings and recordings of all other recorded users in their playback network. For super administrators this would include all playback users in the organization.
The default playback network of administrators is set to My Organization.
A user’s playback network can be extended via People or User Group from the permissions page of the user’s profile by their administrator.
Analytics 365 licensed recorded users can use the recording client app to pause, resume and discard recordings.
Click here to download the Analytics 365 Recording Client app, or search for it in Microsoft Teams Apps.
Time limited links to recordings can be shared via the built-in mail function. The recording remains securely stored within the portal.
Bulk download of recordings is currently not available. Users can download individual recordings from the portal.
Sentiment is determined by referencing words from the transcription against a pre-determined set of words associated with each sentiment.
Notification rules are only applied to users with an ultimate license. If you have applied a notification rule to a group, and some members of the group do not have an ultimate license, notifications will not be created for these members. Administrators can check licenses allocated to users in Settings > System Settings > Users.
The default recording policy is to record all meetings/calls of recorded users. A user’s recording policy can be edited from the user profile page.
Recording policy can be set by call direction (dialed and received) and call relation (internal and external).
A recording policy can be set for individual users by their administrator.
No. A recording policy can only be created for users. From the user profile page, a recording policy can be set by call direction (dialed and received) and/or call relation (internal and external).
The portal is synched every 4 hours. Once new users are synced, the option to create a recording policy from within the user profile page will be available.
The recording policy is set for individual users. For example. if the recording policy of one user is set to record internal calls, the call will be recorded from the point that user joined the call, even if the recording policy of other users in the call is set not to record internal calls. However, the recording will only appear in the dashboard against the user whose policy was set to record internal calls. Other users will be labelled as participants of the call.
Recordings can be deleted from within the system. Recordings can be found using inbuilt filters, such as date, time and CLI/Caller ID.
The following Microsoft recording modes are available:
- Compliance: All calls are recorded, and users being recorded do not have the ability to pause, resume or discard recordings using the Analytics 365 Recording Client app. If the call cannot be recorded, the user will not be able to connect to the call.
- Convenience: All calls are recorded, and users being recorded have the ability to pause, resume and discard calls using the Analytics 365 Recording Client app. If the platform fails to record a call, users will still be able to connect to the call.
- On Demand: No calls are recorded by default. Users can select which calls to record using the Analytics 365 Recording Client app. They can also use the Analytics 365 Recording Client app to pause, resume and discard recordings.
- No Policy: Users are not recorded.
Yes. The Microsoft Global administrator can disable the Microsoft audio announcement from within the recording portal. Go to Settings < System Settings < Account Details. Click on the Platform Details link at the botton of the page and disable the recording audio notification for calls using the edit icon.
Recording licenses come with a set storage/retention period. Licenses with different storage/retention periods can be purchased and assigned to users. However, if the retention period required is less than the license provides, it can be decreased within the user profile page.
Payment card information is not stored and cannot be retrieved. While a call is being recorded, call data is processed, but a recording is not stored, and the transcript of a call is not saved, until the call has been completed. Redaction of payment card details occurs before the recording has been completed and stored.
Our recording platform uses AI to redact sensitive payment card data from recordings and transcriptions in support of PCI-DSS compliance. The system performs a surface-level scan of every call using pattern recognition techniques to detect sensitive card data, for example, keywords and numerical patterns resembling card numbers. When a match is recognised, highly precise contextual analysis and redaction is performed using a large language model. When redaction is complete, the recording is securely stored using PGP encryption in line with the recorded user’s storage management and retention policies.
The number of licenses purchased can be viewed from the Licenses page of System Settings.
The Tenant ID can be viewed from the customer Platform Details page. Users with permission to manage System Settings can access this page from System Settings > Account.
Click on the link to request a demo of any of our Analytics 365 products.