Call Recording | Online Help - Bigin by Zoho CRM

Call Recording

The recording option in the built-in phone feature lets you record incoming and outgoing calls made from your Bigin account. Each organization will have 1000 minutes of free storage for the recording. When the storage reaches maximum capacity a pop-up and email notification will be sent to the user and they can either delete old recordings or buy additional storage space (subscription will be auto-renewed).
 
You can keep track of recording storage space from the Record Storage section and the recorded calls will be available in the Activities module.
 

Enable/Disable Call Recording For An Incoming Call

Ensure that the use of call recording option does not violate your company's policy or the law of the country or countries whose laws your company is obligated to follow.
Enable call recording for an incoming call by either editing an existing configuration or by configuring a new number to a user.
  1. Go to Setup > Phone.
  2. Click the edit icon next to the specific number for which you want to enable call recording.
  3. Under the Incoming call routing section, enable the Call Recording button. 
 

Enable/Disable Call Recording for Outgoing Calls

Ensure that the use of call recording option does not violate your company's policy or the law of the country or countries whose laws your company is obligated to follow.
  1. Go to Setup > Phone.
  2. Under the Outgoing Call Users section, enable the Call recording button.


Manage Recordings

To access the Recording Storage section,
  1. Log in to Bigin account with administrator privilege.
  2. Go to Setup > Phone.
  3. Click Manage > Select Manage Recording Storage.

 

Call Report

You can view and download the call history to view details like call from, call to, recording duration, call duration, credits charged etc. In addition to that, the administrator can also delete call recording from the call report.
 
To view the report,
  1. Go to Setup > Phone.
  2. Click View Call History.
  3. Click the Download button in the Call Report pop-up.
 

Delete recordings

You can turn on the option to automatically delete older recordings from the Recording Storage section. 
  1. Go to Setup > Phone.
  2. Click Manage > Select Manage Recording Storage.
  3. Check the Delete Recordings After option and select the period up to which you want to hold the recording.
 

To delete particular call recording,
  1. Go to Setup > Phone.
  2. Click View Call History.
  3. Click the delete icon next to the recording you want to delete.
  4. Click Delete Recording.
 

Upgrade Storage Plan

To buy additional storage,
  1. Go to Setup > Phone.
  2. Click Manage > Select Manage Recording Storage.
  3. Click Change Storage Plan link.
  4. Choose the desired plan > Click Save.

 
 



 

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