This Guide provides a general description of the flow to configure call recordings on all levels.

Precondition.

To perform further action the User must have Admin rights in the Telephony Portal and Creatio systems

Configuration of the Call Recordings in the Telephony Portal

1. Enter the corresponding cluster Portal:

   1. US cluster - https://portal.velvetel.net/uiv2/

   2. EU cluster - https://portal-eu.pbx-cloud.velvetel.net/monster-ui/

2. Enter your

   1. Username

   2. Password

   3. Account Name

3. Click on the 'Apps' icon in the upper bar (Fig.1) 
   Fig. 1 Location of the 'Apps' icon 

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4. Select ‘Callflows’ application (Fig. 2)
   Fig. 2 Location of the ‘Callflows’ application

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5. Select ‘Callflows’ section
   Fig. 3 Selection of the ‘Callflows’ section

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6. Select from the left-side list the required call flow to which a call recording feature should be added (Fig. 4) or create a new one by pressing the ‘Add Callflow’ button (Fig. 5)
   Fig. 4 Callflows list

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   Fig. 5 Add Callflow button

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7. The general rule for adding a call recording feature to a certain call flow. Open the ‘Call Recording’ block in the right-side menu (1) and select the ‘Start Call Recording’ element (2). After that move this element to the previous element of the call flow (3) (Fig. 6, Fig. 7)
   Fig. 6. Selecting and placing the ‘Start Call Recording’ element
   
   

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   Fig. 7 General look

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8. After the element has been added to the call flow a model window is opened with the following fields to be filled (Fig. 8 )
   Fig. 8 Call recording options

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   1. Format. The type of file in which the record will be created

      1. mp3. Should be always selected.

      2. wav

   2. URL. To receive the URL please contact the support service via the support portal - https://velvetech.atlassian.net/servicedesk/customer/portals

   3. Time Limit (s). The length of the call record that will be stored. Recommended duration is - 7200

9. After all parameters were set a ‘Save’ button should be pressed (Fig. 9)
   Fig. 9 Saving the settings

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10. After the call flow reaches the ‘Start Call Recording’ element the call record will be started. The record of the call will be made according to the configured call flow.

11. To configure the recording of all calls occurring in the system (incoming, outgoing, internal) without setting specific call flow configurations, please contact the support service via the support portal - https://velvetech.atlassian.net/servicedesk/customer/portals

     

General configurations in the Creatio.

11. The User should check whether the following setting is enabled - ‘Synchronization of calls without recordings’. This can be done by the next steps

    1. Enter ‘System Settings’ from the Creatio left-side menu. Select ‘Studio’ in the upper drop-down menu (1) and then ‘System settings’ (2) (Fig. 10)
       Fig. 10 Selecting ‘System settings’

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    2. Click on the ‘Synchronization of calls without recordings’. For a quick search press ‘Filters/Folders’ (1) → ‘Add filter’ (2) → enter in the search field ‘recording’ (3) → press apply button (4) (Fig. 11)
       Fig. 11 Searching for ‘Synchronization of calls without recordings’

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12. Press the ‘Open’ button (Fig. 12)
    Fig. 12 Opening setting

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13. Check if all options are selected according to this picture (Fig. 13)
    Fig. 13 Options of the ‘Synchronization of calls without recordings’ setting

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    1. If the ‘Default value’ is not selected then the calls that have no call records will not be synchronized.

14. Further settings are described in the following guide: Creatio Setting Up Call Analitycs for Velvetel, Kazoo and RingCentral