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Horizon Contact Agent
Release Notes
Horizon Contact Agent

Agent Portal and Setup

  • Getting started
    • Your Inbox
    • Agent Portal Overview
    • What I can see on my screen after I log in
    • Changing my password
    • What to do if I forget my login password
    • Agent Setup Guide
      • How to log in
      • Portal walk through
      • Status Settings
      • Making an internal call to another agent or group
      • Selecting how I receive calls
  • Communication
    • Configuring audio settings
    • Changing my contact method
    • Contacting a customer
    • Searching a queue
  • Status management
    • Using the status bar
    • Changing my current status
    • Indicating if I’m available or on a break
    • Making myself available on specific channels and/or queues only
    • Viewing the status of other agents and queues
  • Recent activity
    • Recent activity summary
    • Viewing detailed statistics
    • Viewing summary information for queues in my group(s)

Handling Calls

  • Inbound Calls
    • Answering a call
    • Having calls delivered to me automatically
    • Pick up a call that is ringing on another agent’s phone
    • Troubleshooting issues with receiving calls
  • Outbound Calls
    • Calling from the Outbound panel
    • Calling from the Quick Dial panel
    • Calling from your saved contacts
    • Calling from your recent calls list
  • Call Management
    • What I can see on my screen when I’m on a call
    • Using the call control buttons
    • Tasks to complete when your call ends
    • Recording a call
    • Transferring a call to a third party
    • Viewing recent calls
    • Receiving desktop notifications
    • Agent Scripts for calls

Handling Emails

  • Logging into your email server
  • Handling emails
  • Responding to an email
  • Sending an ad-hoc email
  • Activating an email
  • Forwarding an email
  • Parking an email
  • Classifying an email
  • Inserting text blocks
  • Selecting email attachments
  • Viewing and taking pending emails from queues
  • Deciding which queue’s items to take first
  • Returning or transferring an item to a queue
  • Viewing the history of an email
  • Viewing the activity timeline of an email

Handling SMS Messages

  • Sending an SMS message
  • Sending SMS messages during webchats

Handling webchats

  • Handling webchats
  • Responding to a webchat
  • Using the chat control buttons
  • Activate a webchat
  • Pausing a webchat
  • Inserting a template
  • Classifying a webchat
  • Extending or ending my wrapup time
  • Contacting a customer via the current chat session
  • Deciding which queue’s items to take first
  • Viewing pending webchats and taking webchats from queue(s)
  • Returning or transferring an item to a queue
  • Sending a chat history to the webclient
  • Flagging a webchat as abusive

Handling Payments

  • Managing Live Payments
  • Taking, sending or refunding a payment
  • Taking pending payment transactions from queues
  • Viewing payment transactions

Scheduled calls

  • Scheduled calls
  • Scheduling a callback for the current call
  • Scheduling a callback between calls
  • Viewing and changing times for scheduled callbacks
  • Making a scheduled callback

Contacts

  • Confirming a customer’s contact record
  • Managing contacts
  • Viewing a customer’s contact history
  • Contacting a customer by email or social media
  • Updating a customer’s details
  • Looking up a customer’s contact record
  • Creating a new contact record

Third-party CRM Platforms

  • Third-party CRM platforms overview
  • Using the Contact softphone within Salesforce
  • Using the Contact softphone within MS Dynamics
  • Using the Contact softphone within Zendesk
  • Troubleshooting
  • Care Connect
    • Care Connect introduction
    • Making outbound calls to patients
    • Receiving patient’s calls
    • Searching for patient’s details
  • ConConnect
    • Logging into ConConnect
    • Making an Outbound call using ConConnect
  • Home
  • Docs
  • Handling Calls
  • Call Management
  • Recording a call
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Recording a call

You can start, pause, resume and stop recording for the particular call in progress. Both inbound and outbound calls can be recorded.

Note: Only calls that are received or placed using a Contact method (“Click-To-Call” or WebRTC softphone) can be recorded. Calls received or placed via a handset cannot be recorded.

Click play to watch a video overview on recording your call.

Record a call #

In the Call Recording dialog click the start recording button () next to the relevant recording type (e.g. contract signature, abusive caller, or financial transaction).

If permitted to do so by your company administrator, you can add your own text into the call recording filename:

  • If the Set Up Recording Name dialog is displayed, enter individual text for the recording in the Add agent supplied data field.
    • This is only available if the feature has been set up by a company administrator
  • You can also select to insert the customer ID number into the call recording filename by ticking the Use CRM number check box
  • Click Add To Filename

Call Recording options: #

OptionDescription
Click this button to pause recording for the particular call in progress (either all recordings or for a specific type of recording). This might be useful, for example, when sensitive data such as credit card details are being communicated.
Start or Resume a recording.
Click this button to stop recording for the particular call in progress (either all recordings or for a specific type of recording).
Click this button to cancel recording for the particular call in progress (either all recordings or for a specific type of recording). If you cancel a recording, you will have no recording for the call (any partial recordings are discarded).

Call Recording buttons: #

Up to five record buttons that describe the type of recording to be taken (for example, contract signature, abusive caller, or financial transaction). The buttons are defined by a company administrator.

How did you find this training?
Tasks to complete when your call endsTransferring a call to a third party
Table of Contents
  • Record a call
    • Call Recording options:
    • Call Recording buttons:

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