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Call center recording

Whether you work in a small or large call center, call center recordings are useful for both training and maintaining compliance. Get a product tour of Dialpad Contact Center to see how it can work for your contact center team.

If you manage a call center, then there’s one thing that’ll help you make sure that your call center agents are performing—and improve your team's performance over time. And it’s actually a simple one: record your calls.

What is "call center recording," exactly?

Call center recording is basically the process that's used in contact centers and call centers to record and monitor all inbound and outbound call activity. Recordings can include the audio content of any call, as well as screen recordings, which gives you a better look at agents’ workflows.

Keeping track of metrics is important, but managers and supervisors should also use call recordings to see what agents are saying and doing on screen to get a more holistic view of performance.

To record these calls, some contact centers use separate software—but an easier way is to just choose a phone system or contact center platform that comes with integrated recording functionality.

What are call recordings used for?

So why would you bother to record calls? Can it really make a difference in how you train your new hires and improve the customer experience? Yes and yes.

Having these call center recordings lets you do things like confirm details from conversations, ensure compliance, and even improve training by understanding customer interactions better. (And as we'll see later, you have to record calls while storing data safely to comply with local regulations.)

Call recordings with Dialpad

Having recordings of calls can help solve many of the disputes and complaints that a contact center receives. (It’s also worth noting that a recorded call can sometimes act as a verbal contract.) And if your business is in a highly regulated industry, call recordings can protect you—and may be the difference between a minor disagreement and a lawsuit.

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Self-guided training

How can you do quality management at scale? Recorded calls can be an easy way for new hires (and even experienced agents) to learn on their own and stay up to date on how to field calls.

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Create coaching playlists

In Dialpad, you can also create a playlist of customer call recordings that highlight where there’s room for improvement—or show agents examples of excellent call handling.

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Post-call summaries

Not only does Dialpad allow you to record calls, it also automatically sends out a convenient post-call summary email with the recording, transcript, and action items so that agents can review how things went.

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Custom security and privacy settings

Dialpad's recording and Voice Intelligence APIs allow agents to automatically pause recording and/or transcription when they're taking sensitive information. (For example, when they open up a particular screen or field to take down healthcare information—and restart recording/transcription once they close that window.)

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Real-time transcripts

For contact center supervisors who have to oversee many agents, Dialpad's speech analytics technology transcribes calls in real time. This helps with call monitoring for supervisors, and allows them to scan multiple active calls (and jump in if needed). It's the perfect complement to call recordings.

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Integrations with CRMs

Dialpad integrates with CRM software like Salesforce, HubSpot, and more to automatically log calls and activities for agents—and even embeds a CTI dialer to allow them to have phone calls with customers right in the CRM.

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Better real-time assistance for agents

When reviewing call recordings, you may notice that certain tricky questions keep coming up from callers. In Dialpad, you can create a Real-time Assist (RTA) card, which is like a cheat sheet with tailored notes. Set it to trigger automatically on an agent's screen when certain keywords or phrases are spoken!

Need better compliance and dispute resolution?

Book a product tour to see how Dialpad's call center recording feature can make that easier for your agents and supervisors!

We love that we can jump right in on Dialpad, pull call recordings, and listen to those. And we can set it so that recording starts automatically, so we don’t have to say ‘Don’t forget to hit record on the call.

Will Musto
Director of Operations at The Roman Group

More benefits of call center recordings

Easier quality assurance

Reviewing recorded calls for quality management allows you to see and hear the quality of your customer support directly. This way, you can better understand both the strengths and weaknesses in your agents' approach and also tailor automated responses in your voicemail, IVR (Interactive Voice Response), and in-call messages more effectively.

Improved customer retention

Not only can recorded calls highlight areas of improvement for contact center agents, they can also uncover potential product or service improvements. Say you just launched a new product to the market. Your call center then receives numerous calls complaining about a certain issue. By reviewing those calls, you can nail down exactly what the issue is, report back to the relevant product team, and get it resolved quickly to boost customer satisfaction and retention.

The legalities of call recording

You probably already know that US laws can be a complex maze—especially when you have to consider both federal and state legislation.

That’s also true when it comes to recording calls in your contact center. But there is one well-worn phrase that you need to keep front and center:

“This call may be monitored or recorded for quality and training purposes.”

There are two main concepts (and one exception) governing the recording of any sort of telephone conversations, whether business phone calls or personal:

  1. One-party consent. 38 states and DC operate this form of consent for any type of recorded consent.

  2. Two-party consent. 11 states operate this where ALL parties must give consent for a call to be recorded

  3. Interestingly, Vermont has no law in place for this, so would be a one-party consent state under federal law.

Úsing the handy phrase (or a variation of), “This call may be monitored or recorded for quality and training purposes,” lets your customer the call will be recorded and that if they choose to proceed, they’re consenting to that happening.

Of course, you can’t always just automatically record inbound and outbound calls. That’s why with Dialpad, you can make sure you’re complying with the laws of different states by setting up exceptions for any locations you need to. There’s even the option of recording only the agent’s side of the conversation and not the customer’s—which can still help with quality control and dispute resolution.

Now, the other laws... Yes, in some cases, you need to consider other regulatory requirements beyond the simple idea of recording information:

  1. PCI compliance. Payment card industry compliance comes from the credit card providers, and governs what can and cannot be discussed or recorded. The PCI’s data security standards (DSS) includes; “12 key requirements, 78 base requirements, and 400 test procedures to ensure that organizations are PCI-compliant.” Yep. It’s a lot.

  2. PHI compliance. If your organization is in any way connected to healthcare, then this is something you need to consider. PHI (protected health information) is governed by the Health Insurance Portability and Accountability Act of 1996 (HIPAA). If you do deal with clients’ health information or work in healthcare, it’s worth considering using a platform that’s compliant with HIPAA requirements.

3 types of call recording software

Not all call recording software is created equal, so think about what will best meet your business needs and help with compliance requirements.

1. Contact center or call center software

As the name suggests, contact center or call center software is a special type of software that can capture audio (and sometimes screen) recordings of calls to or from a call center. Most of these apps allow you to not only take the call, but also record it and store the recording—all in one convenient place.

Some solutions may even give you the option of monitoring calls live so that managers and supervisors can listen in to make sure that agents are providing a good customer experience. (Especially helpful for coaching new hires!)

Generally, it’s best to choose a platform that takes into account future growth and expansion. Even if you’re a relatively small contact center at the moment, you’ll need a versatile, scalable solution if you plan to grow.

For example, with Dialpad Contact Center, all the recording features you need are built right into your contact center software and you can even listen to all your recordings in one place:

Recordings

No need to download a bunch of third-party apps and have multiple windows or tabs open.

2. A PBX phone system

A traditional, or some may say old-fashioned, system, PBX stands for “Private Branch Exchange.” These are private phone systems within a business that allows you to make and receive calls internally (and sometimes externally).

There are different types of PBX, like VoIP, ISDN, or analog—you can learn more about them here.

Typically, the admin of the PBX system can set up a call recording feature, though it might involve more work and back-and-forth with your provider to not only get the recording feature set-up, but also to access or retrieve recordings down the road.

👉 Dialpad tip:

If you’re considering switching to a cloud phone system from your on-premises or PBX system, Dialpad will help you port all your old PBX numbers over—no expensive IT consultants needed.

3. Other third-party software

The third type of call recording solution is, well, whatever your agents are using on their own because you haven’t given them a tool to use.

This is possibly the worst choice for a contact center or call center, especially if you’re already taking tens or hundreds of customer calls a day, because there’s no consistency. Everyone’s recording their calls using a different app, and there’s no easy way to access all your recordings in one place.

(And don’t get us started on the security issues.)

Even if your team is small and scrappy now, the recording of calls is a big thing to plan for. There are legal questions, and also just huge impacts it can have on your customer experience as you grow. If you’re using option 3 right now, make a plan to get off of it as soon as you can.

Call center recordings: A key tool for contact center managers

No matter how big or small your team is, call center recording is essential in running a modern contact center.

From quality control to compliance, a good call recording solution can go a long way in improving your customer experience—without adding headcount. Before making a decision as to which call recording system best meets your team’s needs, make sure to outline what your actual recording needs are.

(How strict are the recording laws in your state or country? How many calls are you taking a day? How many recordings will you need to store and organize?)

If your business interacts with customers on channels beyond phone calls, try to find an all-around contact center call recordings solution that not only lets you make and record calls but also includes other communication channels like SMS and video meetings.

Need call center recordings?

Call center recording is one of many core features that Dialpad offers, along with real-time transcription and live sentiment analysis. Set up your contact center in minutes!