Agent Screen Capture

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Enhance coaching and training by enabling agent screen capture to view agent desktop activity during a call.

Who can use this

Agent screen capture is included in Dialpad's Support plans, as well as the Premium Dialpad Sell plan. It is also available as a paid add-on.

Enable agent screen capture for Contact Centers

To enable agent screen capture for a contact center, go to your Dialpad Admin Settings.

  1. Select Contact Centers and select the desired Contact Center

  2. Go to Advanced Settings > Automatic Call Recording and Transcription

  3. Select Also Record Agent's Screen(s)

    Note

    This can be enabled or disabled for both inbound and outbound calls

Chrome OS (managed via Google Admin)

For managed Chromebooks, your Google Workspace / Chrome admin needs to install and allow the Dialpad screen recorder app from the Admin console.

  1. In the Google Admin console, go to Devices > Chrome > Apps & extensions > Users & browsers

    Set up Agent Screen Capture in Google Admin Console

  2. Click the yellow + button and choose Add an isolated web app

  3. In the Web Bundle ID field, enter: Buhw6nnxnvtbkomwrl6tx4l5soue23i6latmsu7gsdnq4lyso7faaaic

  4. In the Update Manifest URL field, enter: https://storage.googleapis.com/dialpad_downloads/iwa/update.json

    Agent Screen Recording in Google Admin Console

  5. Choose how you want the app installed. We recommend:

    1. Force install

    2. Optionally Launch on login and Prevent closing

    Note

    If the optional settings aren’t configured, the screen won’t be recorded unless the agent already has the screen recorder app open when the call starts. We strongly recommend enabling those optional settings.

  6. Select Save

The app will be installed the next time a policy update is applied to Chromebooks in the selected Organizational Unit. Devices will then check for updates every 4–6 hours.

Next, in the Google Admin console, go to:

  1. Devices > Chrome > Web capabilities and select Add origin

    Agent screen capture in Google Admin Console for Chrome OS

  2. In Origin/site pattern, enter: isolated-app://buhw6nnxnvtbkomwrl6tx4l5soue23i6latmsu7gsdnq4lyso7faaaic

  3. Select Allowed for these options:

    1. Direct sockets

    2. Screen recording

    3. Window management

  4. Select Save

    Agent Screen Capture setup in Google Admin console for Chrome OS

Once this is configured, the screen recorder app is force-installed for the targeted ChromeOS users, and agents can continue to use the Dialpad web app or PWA as usual. Nothing changes in the agent interface; this is only an admin-side ChromeOS configuration change.

Enable agent screen capture for Coaching Teams

To enable agent screen capture for a coaching team, go to your Dialpad Admin Settings.

  1. Select Coaching Teams and select the desired Coaching Team

  2. Go to Advanced Settings > Automatic Call Recording and Transcription
    View of the Calling recording and Transcription settings screen. The option to allow for trainee screen captures of calls is highlighted.

  3. Select Also record Trainee’s screen(s)

    Note

    This can be enabled or disabled for both inbound and outbound calls

View a screen capture

To view a screen capture, go to your Dialpad Admin Portal.

  1. Select Conversation History

  2. Search or filter for the call history you want to view, and select the Video Camera icon beside the call

Download a screen capture

There are 2 ways you can download your agent’s screen capture:

From the Conversation History

To download a screen capture from the Conversation History, go to your Dialpad Admin Portal.

  1. Select Conversation History

  2. Navigate to a call with a screen capture and select Options > Download screen recording

From the call summary

To download a screen capture for the call summary, go to your Dialpad Admin Portal.

  1. Select Conversation History

  2. Navigate to a call with a screen capture and select the AI icon

  3. Select Download data > Download screen recording

Note

If your agents have multiple screens, the screen capture will only download what's recorded on the first screen.

System requirements

There are different system requirements depending on your Dialpad permissions.

Admins

  • Must use the Google Chrome web browser.

  • For Chrome OS devices, Admins must install and allow the Dialpad screen recorder app from the Google Admin console.

Agents

  • Agents using macOS 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 instance, 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 that their screen is being recorded?

Yes, agents will see an in-app notification stating their screen is being recorded.