Agent Screen Capture
    • 30 Nov 2023
    • 2 Minutes to read
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    Agent Screen Capture

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    Article Summary

    Dialpad offers a feature called agent screen capture, which allows supervisors to see what agents are doing on their desktop during calls. To enable this feature, administrators need to go to the Admin Settings on Dialpad.com and select the desired Contact Center. In the Advanced Settings, they can enable automatic call recording and choose to also record the agent's screen for both inbound and outbound calls. Chrome OS users need to submit a screen capture request to Google and add Dialpad.com to the URL allowlist for screen recording. To view a screen capture, users can go to Dialpad.com, navigate to Call History, and select the Video Camera icon next to the call. The retention period for screen captures is one year, and audio recordings are separate from screen captures. Multiple screens used by agents are recorded and visible during playback. Agents are notified that their screens are being recorded through a notification banner in the Dialpad app.

    Enhance coaching and training capabilities by enabling agent screen capture to see what your Agent does on their desktop during a call.

    Let's take a look at agent screen capture in Dialpad.

    Who can use this feature

    Agent screen capture is available to Ai Sales and Ai Contact Center customers with Contact Centers on the Pro and Enterprise plans

    Enable agent screen capture

    To enable agent screen capture, first head to your Admin Settings at Dialpad.com 

    1. Navigate to Contact Centers
    2. Select the desired Contact Center
    3. Select Advanced Settings 
    4. Scroll to Automatic Call Recording
    5. Select Also Record Agent's Screen
      1. This can be enabled or disabled for both inbound and outbound calls

    Chrome OS users

    If you use Chrome OS, your Company Admin must also submit a screen capture request to Google.

    Using this form, enter the following details:

    • Company name
    • Domain name
    • Organization unit
    • Dialpad Contact Center as the contact center solution
    • Enter https://dialpad.com in the URL allowlist for screen recording
    • Check the Multi-screen capture checkbox 

    View a screen capture

    To view a screen capture, head to Dialpad.com

    1. Navigate to Call History
    2. Select the Video Camera icon beside the call

    System requirements 

    There are different system requirements depending on your Dialpad permissions.

    For AdminsFor Agents
    • Must use the Google Chrome web browser.
    • For Chrome OS devices, Admins must manually submit an access request form.
    • Agents using Mac OS or Windows must use the Dialpad desktop app (not browser or mobile)
      • Calls made on other devices, including CTI, will only have audio recordings.
    • Agents using Chrome OS devices can access the app from the Google Play Store, PWA intance, or the Dialpad desktop app. 
    • macOS Catalina: Agents must also grant access the first time they make a call with Screen Capture turned on. You can also confirm this in “Security & Privacy” settings and grant Dialpad access to Screen Recording.
    • Internet connection must have at least 1.5Mbps bandwidth spare per screen. 

    Frequently asked questions 

    What is the retention period for a screen capture?

    By default, screen captures are retained for one year and then deleted.

    Will I still see audio recordings too?

    Yes. While screen capture does contain audio, you will still get separate audio files.

    Will multiple screens be recorded?

    Yes, if your agent uses multiple screens, both are recorded and visible during playback.

    Why does the image appear broken?

    If you see a broken-up image when reviewing a screen recording, this indicates a period of poor connectivity. 

    Will the screen capture continue to record if the call is transferred internally from a Contact Center (where the screen capture feature is enabled) to a Dialpad user?

    No, this feature is only available to a Contact Center if enabled.

    Will agents be aware their screen is being recorded?

    Yes, the agent will see a notification banner at the bottom of their Dialpad app.





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