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Call Recording Controller

Call Recording Controller Application

To apply for a the Call Recording Controller, please use the following link.
Call Recording Controller Application Form

Introduction



This Chrome Extension allows call recordings to be automatically paused when the end-user inputs sensitive data into a form on a web page, whether that is credit card details when making a payment or customer information that needs to be kept secure. Once the user has finished entering the information, the call recording resumes again.

The video below shows an overview of the Call Recording Controller product including the status of the call recording when paused, recording or when there is no active call..



Installation Video

The video below shows the procedure for downloading, installing and configuring the Chrome Extension. Please use this, along with the details below to deploy the Chrome Extension.



Configuration



1.   Following the completion of the application form, SoftTrain Cloud will integrate the payment gateway with the Chrome Extension and upload the latest build of the Chrome Extension to the Chrome Web Store
NOTE:  This requires approval from Google and the timescales are based on Google's approval process.  Recent approvals have taken 2-3 days, but they say it could take 30 days.

2.  A list of extensions to monitor will need to be provisioned - please see the New User section below.  A license key associated with the deployment will be provided.

3.   The end-user will download the SoftTrain Cloud Call Recording Controller extension from the Chrome Web Store (once approved) and install the extension in their Chrome browser. 

4.   Once installed, the end-user should pin the Chrome extension to the browser (as per the image below) so that they can see the icon indicating when recordings are active, paused and resumed.




4.   Clicking on the icon will open the extension pop-up page where the end-user can enable/disable the extension.  The end-user should add the domain, license key and extension to monitor on the Configuration options page before trying to enable the Chrome extension.  There is a link to the Configuration options page on the extension pop-up page.

Pop-up page


Enable switchEnable/disable the Chrome Extension
Configuration optionsOpens the Configuration options page to enter connectivity details as listed below

Chrome Extension Configuration Options


Configuration options page


DomainDomain name of the Wildix PBX excluding https://
License KeyThis will be provided by SoftTrain Cloud
Monitored ExtensionThe extension on the PBX to monitor calls and set calls to pause recording and resume recording.
NOTE: The Wildix license for the extension needs to support the WebAPI - TAPI - Integration feature

5.   Once the Configuration details have been entered, the end-user can click on the Enable switch to toggle the monitoring of the calls to the extension and to ensure call recordings are paused and resumed based on the web pages configured for the Chrome Extension.

PLEASE NOTE: 
Occasionally the Chrome Extension will need to be updated as new payment gateways are added or when new features are enable. This may require the end-user to approve the permission changes to continue using the Chrome Extension. Please ensure end-users are aware of this and their need to approve the changes to continue with the automated pausing and resuming of call recordings. This approval process is determined by Google within Chrome so exact details of this are subject to change based on Google's implementations.

New User



Provisioning a new user is an administrative tasks that needs to be performed by someone with admin access to the PBX and also to the SoftTrain Cloud portal.  To provision a new user:

1.  Login to the PBX and define a Simple Token using the following click-path:

PBX --> Integrations --> Applications --> Simple Token --> [Add]

2.  Add an Application name and select the PBX user.

3.  Copy the generated Secret key


4.  Login to the SoftTrain Cloud portal and select Call Recording Controller from the hamburger menu


5. Click the [Add Agent] button and enter the Extension and API Key (Secret key) that was copied from the PBX.  Then click the [Add] button to provision the extention.


Note:
  • No requirement to add a User Id when adding the extension
  • If the Total agents assigned has reached the upper limit, contact SoftTrain Cloud to extend the user license for the product

Appendix



1. Wildix Authentication

Wildix license with WebAPI - TAPI - Integration required for each extension to be monitored for call recording status

An administrator account required for server-server API connectivity to pause and resume call recording

2. Web page monitoring

Only pre-defined web pages are monitored by the Chrome Extension - so if new web pages are required, these will need to be integrated into the Chrome Extension based on the ability of the web page to allow control over form input

3. Troubleshooting


IssueReason & Possible Resolution
User extension is not provisioned
Check the current list of users that are provisioned via the SoftTrain Cloud portal as detailed in the New User section above.
Unable to connect to the server to authenticate the connection.
Check Internet connectivity and if working, check with Support team
PBX domain name does not match configured domain
Check the domain name is entered correctly into the Configuration options
PBX domain name and/or license key invalid
Check the domain name and license key provided by SoftTrain Cloud in the Configuration options
Recordings are not pausing1. Ensure the Chrome Extension is set as Enabled
2. Is the correct extension being monitored?  Check the Configuration options
2. Confirm with Support that the web page has been provisioned