Agent Screen Capture

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.

Select Contact Centers and select the desired Contact Center
Go to Advanced Settings > Automatic Call Recording and Transcription
Select Also Record Agent's Screen(s)
Note
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

Enable agent screen capture for Coaching Teams

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

Select Coaching Teams and select the desired Coaching Team
Go to Advanced Settings > Automatic Call Recording and Transcription
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.

Select Conversation History
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.

Select Conversation History
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.

Select Conversation History
Navigate to a call with a screen capture and select the AI icon
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 manually submit an access request form.

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?

This feature is in progress, but it’s on the way!