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Recording Management

Recording Management (Genesys Cloud Quality & Performance Management)

SectionDescription
Module ContextPart of Quality Management / Workforce Engagement Management (WEM)
Admin LocationAdmin → Quality → Recording Management
PurposeManage recording infrastructure settings, including screen recording limits, recording URL expiration, storage region configuration, and orphaned recording handling

Recording Management controls how call recordings and screen recordings are stored, accessed, and processed in Genesys Cloud. It also provides administrative controls to prevent excessive bandwidth usage and maintain recording lifecycle management. :contentReference[oaicite:1]{index=1}


Study Notes

TopicExplanation
Interaction RecordingCaptures voice/audio recordings for interactions
Screen RecordingRecords agent desktop activity during interactions
Recording StorageDetermines regional storage for recordings
URL ExpirationControls how long recording download/playback links remain valid
Orphaned RecordingsRecordings left on Edge devices when upload or deletion fails
Screen Recording ConcurrencyPrevents too many desktop recordings from running simultaneously

Key behavior:

  • Screen recording concurrency limit = maximum 2000 recordings simultaneously. :contentReference[oaicite:2]{index=2}
  • Playback/download links expire after 2–60 minutes. :contentReference[oaicite:3]{index=3}
  • Orphaned recordings appear when recordings remain on the Edge device due to processing failures. :contentReference[oaicite:4]{index=4}

Navigation

TaskNavigation
View recording settingsAdmin → Quality → Recording Management
Manage orphaned recordingsAdmin → Quality → Recording Management → Orphaned Recordings
Configure recording retentionAdmin → Quality → Policies
View recordingsPerformance → Workspace → Interactions

Configuration Fields (UI Form Fields)

Recording Management Main Page

UI FieldDescriptionReal Options
Maximum Simultaneous Screen Recordings AllowedLimits concurrent screen recordings to prevent excessive bandwidth usage0–2000 recordings
Number of Currently Active Screen RecordingsDisplays number of screen recordings currently runningRead-only counter
Recording Playback URL Time-to-liveTime period playback link remains valid2–60 minutes (Default 60)
Recording Batch Download URL Time-to-liveTime period batch download link remains valid2–60 minutes (Default 60)
Storage of Call RecordingsDetermines where recordings are storedHome Region or Global Media Fabric trunk region
Orphaned RecordingsDisplays number of recordings stranded on Edge devicesClickable link
SaveApply configuration changesButton

Orphaned Recordings UI Fields

UI FieldDescriptionOptions
Conversation Status FilterFilter orphan recordings by conversation availabilityAll / Known Conversation
Play RecordingPlay orphan recordingButton
Download RecordingDownload recording fileButton
Delete RecordingDelete orphan recordingButton
Attach Recording to ConversationReattach recording to conversationButton
Archive DateOptional archive date when reattachingDate selector
Delete DateOptional deletion date when reattachingDate selector
ReattachConfirm recording reattachmentButton

Orphan recordings exist when Genesys cannot determine what to do with a recording based on policy, often when interaction processing fails. :contentReference[oaicite:5]{index=5}


Dependencies

ComponentPurpose
Interaction RecordingRequired to capture recordings
Screen Recording PoliciesControl when desktop recording begins
Quality PoliciesDefine recording retention
Edge DevicesTemporary recording storage
Encryption KeysSecure recordings

Platform Integration / Related Components

ComponentRelationship
Evaluation FormsEvaluators review recordings
Quality PoliciesControl retention and automation
Speech & Text AnalyticsAnalyze conversations
Interaction AnalyticsAccess recordings in interaction details
Survey FormsLink customer feedback to interactions

Related Topics / Further Reading

TopicDescription
Evaluation FormsScore agent interactions
Survey FormsCustomer feedback
Quality PoliciesAutomate evaluation & retention
Encryption KeysSecure recordings
Speech AnalyticsAnalyze conversation transcripts

Implementation Checklist

TaskStatus
Enable interaction recording
Configure screen recording concurrency
Configure recording storage region
Set URL expiration policies
Configure recording retention policies
Monitor orphaned recordings

Implementation Guide

StepAction
Step 1Navigate to Admin → Quality → Recording Management
Step 2Configure maximum simultaneous screen recordings
Step 3Configure playback/download URL expiration
Step 4Select recording storage region
Step 5Configure recording retention policies
Step 6Monitor orphan recordings

How to Implement

PhaseDescription
Recording ConfigurationEnable recording and screen recording
Infrastructure SetupConfigure storage region
Performance ControlSet concurrency limits
Lifecycle ManagementConfigure retention policies

Workflow

Customer Interaction
        ↓
Recording Engine Captures Interaction
        ↓
Recording Stored in Cloud Storage
        ↓
Quality Policy Applies Retention Rules
        ↓
Recording Available for Evaluation / Analytics

Architecture Diagram

Customer Interaction
        ↓
Genesys Recording Engine
        ↓
Temporary Storage (Edge)
        ↓
Upload to Cloud Storage
      ├─ Home Region
      └─ Global Media Fabric
        ↓
Quality Management
      ├─ Evaluations
      ├─ Speech Analytics
      └─ Compliance Monitoring

Real Flow Scenarios

Scenario 1 – Quality Monitoring

Customer Call
      ↓
Recording Enabled
      ↓
Recording Stored
      ↓
Evaluator Reviews Interaction

Scenario 2 – Orphan Recording Recovery

Recording Stored on Edge
      ↓
Upload Failure
      ↓
Recording Marked Orphan
      ↓
Admin Reattaches Recording

Usage Scenarios

ScenarioDescription
Compliance recordingFinancial or healthcare compliance
Agent coachingReview recordings for training
Dispute resolutionInvestigate customer complaints
Performance analyticsEvaluate service quality

Implementation Examples

ExampleConfiguration
Large contact centerScreen recording concurrency = 1000
Compliance environmentStore recordings in home region
Security environmentPlayback URL TTL = 10 minutes

Design Example

Inbound Support Call
        ↓
Recording Policy Triggered
        ↓
Recording Stored
        ↓
Evaluation Assigned
        ↓
Supervisor Review

Best Practices

PracticeReason
Monitor orphan recordingsPrevent stranded recordings
Configure concurrency limitsAvoid system overload
Use retention policiesManage storage growth
Secure recordings with encryptionProtect sensitive data
Align storage region with complianceRegulatory requirements

Naming Convention

ResourceExample
Recording PolicySupport_Call_Recording
Screen Recording PolicyAgent_Desktop_Recording
Storage ConfigurationGlobal_Recording_Storage

Naming pattern:

<Department>_<Purpose>_Recording

Security Considerations

ControlDescription
Encryption KeysProtect recording data
Role-based accessLimit recording access
URL expirationPrevent unauthorized playback access
Compliance storageRegional storage requirements

Limitations / Constraints

ConstraintDescription
Max screen recordings2000 concurrent
Playback URL TTLMinimum 2 minutes, maximum 60 minutes
Batch download TTLMinimum 2 minutes, maximum 60 minutes
Screen recording retentionUp to 365 days

Troubleshooting

IssueCauseResolution
Screen recordings not startingConcurrency limit reachedIncrease limit
Recording unavailableStorage configuration errorVerify region
Playback link expiredTTL expiredGenerate new link
Recording missingRecording policy disabledEnable policy

Interview Cheat Sheet

QuestionAnswer
What is Recording Management?Admin area used to control recording infrastructure
What is the maximum concurrent screen recordings limit?2000
What does TTL control?Recording playback/download link expiration
What are orphan recordings?Recordings stranded on Edge devices

Key Takeaways

TopicSummary
Recording ManagementControls recording infrastructure
Screen RecordingDesktop activity recording
URL ExpirationSecure recording access
Storage ConfigurationDetermines where recordings are stored
Orphan RecordingsRecovery mechanism for failed uploads

Screenshots