How to set up bOnline Call Recordings add-on

Modified on Tue, 30 Sep at 8:42 AM

bOnline’s Call recordings add-on lets you record, store, summarise, and instantly search calls with powerful AI transcriptions. Enhance training, stay compliant, and deliver standout customer service, all from one smart tool.

Please note: This account-level add-on will be billed according to the number of users connected to the account.

How to install bOnline’s Call Recordings add-on

Go to the Account add-ons page.
On the Call recordings card, click Edit.

In the setup window, configure your call recording preferences:
- How recordings happen:
  - Automatic (Recommended): all calls are recorded without any action.
  - On-demand: you choose when to start and stop recordings.
- How you access and review recordings:
  - Advanced (Recommended): includes transcripts, summaries, and keyword search.
  - Basic: listen and download recordings in my.bonline.com.
- How long recordings are stored:
  - 7 Years (Recommended): long-term storage for compliance.
  - 1 Year: short-term storage.

Review the Summary screen. This will show:
- Selected package(s)
- Monthly cost per user
- VAT breakdown
- Tick the box to accept charges, then click Save.

Once saved, the Call recordings add-on will appear at the bottom of your Account add-ons list with the package name and monthly price.

How to downgrade or remove the add-on:

If you want to switch back to the default free option (On-demand call recordings):

Go to the Account add-ons page.
Click Edit on the Call recordings card.
Select the On-demand package.
Click Save to confirm. Your billing will update automatically.

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