Review agent screen recordings in the Connect Customer Client Application
Use screen recordings to identify areas for agent coaching (for example, long contact handle duration or non-compliance with business processes) by watching an agent's actions while they handle a call, chat, or task contact.
The screen recording is synchronized with the voice recording and contact transcript, so you can hear or read what is being said at the same time.
Note
Screen recordings are only available for Completed contacts.
Contents
Step 1: Assign permissions to review screen recordings in the Connect Customer Client Application
To allow users to review screen recordings, assign the following Recordings and Transcripts security profile permission:
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Screen recording - Access: Allows a user, such as a supervisor or Quality Assurance team member, to access and review screen recordings.
Important
If rule-based redaction is not enabled, screen recording merges the screen recording video with the unredacted call recording file. If users have permission to view screen recordings, they can listen to the unredacted audio.
To overcome this, you can enable rule-based redaction which merges the screen recording video with the redacted call recording (if enabled). You will have to update the permissions to choose which users get access to redacted and unredacted screen recording.
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Screen recording - Enable download button: Allows a user, such as a supervisor or Quality Assurance team member, to view a download button on the Contact details page to download screen recording videos.
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Screen recording (redacted) - Access: Allows a user, such as a supervisor or Quality Assurance team member, to open the Contact details page media player and view redacted screen recordings produced by rule-based redaction.
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Screen recording (redacted) - Enable download button: Allows a user to view a download button on the Contact details page to download redacted screen recordings. Requires the Screen recording (redacted) - Access permission.
For information about how to add more permissions to an existing security profile, see Update security profiles in Connect Customer.
Step 2: Review screen recordings
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Log in to Connect Customer with a user account that has the Analytics and optimization - Screen recording - Access permission in its security profile.
If you also have Screen recording - Enable download button permission, you can view a button on the Contact details page that enables you to download a screen recording and view it offline.
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On the navigation menu, choose Analytics and optimization, Contact search.
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Search for the contact you want to review.
Tip
If you've added a custom attribute to your flows to indicate when screen recording is enabled, you can search by the custom attribute to locate contact records with screen recordings. For more information, see Configuration tips.
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Choose or tap the contact ID to view the Contact details page.
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The Recording section contains a video player that displays the screen recording, as shown in the following image.
Important
Screen recording playback in the Contact details page is not supported in the legacy
https://domain. We recommend using theyour-instance-alias/awsapps.comhttps://domain to play screen recordings. For more information, see Update your Connect Customer domain in this guide.your-instance-alias.my.connect.aws/ -
Use the right-side controls to zoom in and out, fit the video to the window, download video, expand to full-screen, and play picture-in-picture.
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If you don't see a video recording, check that the Show screen recording toggle is on.
If no video appears, then the screen recording may not yet be ready (that is, uploaded into the Amazon S3 bucket). If the problem persists, contact AWS Support Center
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Watch in Picture-in-picture mode
You may want to move the video elsewhere on your monitor while you watch it. For example, you can reposition the video so you can read the transcript. Use Watch in Picture-in-picture mode to achieve this.
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Choose the picture-in-picture button on the right side controls, as shown in the following image.
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Choose the X in the top right corner to pop the window back. The following image shows the video in Picture-in-picture mode, and the location of the X to pop the window back.
View a redacted screen recording
If a contact was recorded with Rule-based redaction for screen recordings enabled, a separate redacted version of the recording is available. In a redacted recording, browser windows and application windows that match a redaction rule are masked, while the rest of the agent's screen is unchanged.
The Contact details page automatically determines which version to display based on your security profile permissions and whether redaction was enabled for the contact. There is no manual toggle. If you have both the redacted and unredacted access permissions and redaction was enabled for the contact, the page plays the redacted version.
To view a redacted recording:
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Open the Connect Customer admin website. On the navigation menu, choose Analytics and optimization, then Contact search.
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Search for the contact whose recording you want to review.
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Open the contact detail page.
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In the Recordings section, choose Screen recording.
For information about the permissions that control access to redacted and unredacted recordings, see Permissions for redacted recordings.
The audio in a redacted recording depends on whether Contact Lens call recording redaction is also enabled for the contact. If it is, the redacted video is stitched with the redacted call recording. If not, the redacted video has no audio. To redact audio from call recordings, see Use sensitive data redaction with Contact Lens.