Set up Call Recording

This topic describes how to enable global call recording with one click or set up call recording for extensions, trunks, paging/intercoms, conferences, queues, and IVRs respectively.

Requirements

The firmware of Yeastar P-Series PBX System is 37.25.0.23 or later.

Prerequisites

Only when the storage location for recording files is configured will the recording function take effect.

For more information, see manage storage locations.

Enable global call recording

The system automatically records the calls within all PBX scopes.
  1. Log in to PBX web portal, go to Call Features > Recording > Recording Scope.
  2. Select the checkbox of Enable Global Call Recording.
  3. In the Communication Type drop-down list, select which type(s) of calls to record.
    Note: Whether the inbound calls to conferences are recorded is determined by the Internal option.
    • Internal: All internal calls are recorded.
    • Inbound: All inbound calls are recorded.
    • Outbound: All outbound calls are recorded.

After enabled, all PBX calls matching the specified call types will be recorded, and recording settings within the respective scopes are uneditable.

Set up call recording for pagings/intercoms

You can enable call recording for paging/intercom. If enabled, the system automatically records all the paging and intercom calls.

  1. Log in to PBX web portal, go to Call Features > Recording > Recording Scope.
  2. Select the checkbox of Enable Recording for Paging/Intercom.

  3. Click Save and Apply.
Note: During the call, no prompt will be played to notify participants that the call is being recorded, and participants can NOT pause or stop the recording, even if they have the recording control permission.

Set up call recording for trunks

The system automatically records the external calls on the selected trunks.

  1. Log in to PBX web portal, go to Call Features > Recording > Recording Scope.
  2. In the Record Trunks section, select the desired trunks from the Available box to the Selected box.
  3. Optional: Enable playing beep tones periodically to inform both parties when the call is being recorded, and specify the call type(s) to which call recording applies.
    Note: The beep playing settings will not take effect on the calls where multiple participants are involved, such as conference calls and multi-party calls.

    1. In the Selected box, click beside a selected trunk.
      Note: To configure multiple trunks in bulk, select the checkboxes for the desired trunks, then click at the top of the Selected box.

      A window pops up.

    2. Select the checkbox of Play Beep Tone Periodically During Call Recording.
    3. In the Interval Duration (s) field, specify the interval for playing the beep tone.
    4. In the Call Type drop-down list, select which type(s) of calls to record.
      • Inbound: All inbound calls on the trunk are recorded.
      • Outbound: All outbound calls on the trunk are recorded.
    5. Click Confirm.

      The Call Type of the selected trunk displays the selected call type(s), and the Play Tone displays Yes, indicating that periodic playback of beep tone is enabled for the trunk.

  4. Click Save and Apply.

Set up call recording for extensions

The system automatically records the calls on the selected extensions.

  1. Log in to PBX web portal, go to Call Features > Recording > Recording Scope.
  2. In the Record Extensions section, select the desired extensions from the Available box to the Selected box.

  3. Optional: Enable call recording to continue after extensions transfer the incoming calls to another destination, and specify the call type(s) to which call recording applies.

    Note:
    • Recording CONTINUES if the transfer destination is a Queue, even if recording is not enabled for the queue.
    • Recording does NOT continue if the transfer destination is a Call Flow that includes a recording component to disable recording, or an IVR in which callers press the key to opt out of recording.
    • Recording may NOT continue for calls attended-transferred from Linkus UC Clients to a Paging/Intercom Group or a Conference, unless the destination is configured for recording.
    • Recording may NOT continue for calls transferred to Linkus UC Clients and subsequently attended-transferred to another destination, unless either party is configured for recording.
    1. In the Selected box, click beside a selected extension.
      Note: To configure multiple extensions in bulk, select the checkboxes for the desired extensions, then click at the top of the Selected box.

      A window pops up.

    2. Select the checkbox of Continue Recording After Call Transfer.
    3. In the Communication Type drop-down list, select which type(s) of calls to record.
      • Internal: All internal calls on the extension are recorded.
      • Inbound: All inbound calls on the extension are recorded.
      • Outbound: All outbound calls on the extension are recorded.
    4. Click Confirm.
  4. Click Save and Apply.

Set up call recording for conferences

The system automatically records the calls on the selected conferences.

  1. Log in to PBX web portal, go to Call Features > Recording > Recording Scope.
  2. In the Record Conferences section, select the desired conferences from the Available box to the Selected box.
  3. Click Save and Apply.

Set up call recording for queues

The system automatically records the calls on the selected queues.

  1. Log in to PBX web portal, go to Call Features > Recording > Recording Scope.
  2. In the Record Queues section, select the desired queues from the Available box to the Selected box.

  3. Optional: To continue call recording after queue agents transfer incoming calls to another destination, do as follows:

    Note:
    • Recording CONTINUES if the transfer destination is a Queue, even if recording is not enabled for the queue.
    • Recording does NOT continue if the transfer destination is a Call Flow that includes a recording component to disable recording, or an IVR in which callers press the key to opt out of recording.
    • Recording may NOT continue for calls attended-transferred from Linkus UC Clients to a Paging/Intercom Group or a Conference, unless the destination is configured for recording.
    • Recording may NOT continue for calls transferred to Linkus UC Clients and subsequently attended-transferred to another destination, unless either party is configured for recording.
    1. In the Selected box, click beside a selected queue.
    2. Select the checkbox of Continue Recording After Call Transfer.
  4. Click Save and Apply.

Set up call recording for IVRs

The system automatically records the calls on the selected IVRs.

  1. Log in to PBX web portal, go to Call Features > Recording > Recording Scope.
  2. In the Record IVR section, select the desired IVRs from the Available box to the Selected box.
  3. Click Save and Apply.