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Spotter Scenario: Delete Outdated Call Recordings
Use the "Delete outdated call recordings" Spotter Scenario to delete call recordings that have been saved for a set amount of time. Add more conditions and resulting actions to further customize this Scenario.
Roles and permissions:
To access Spotter, you must be an administrator or have a custom role with Spotter enabled in the Settings > Tools permissions.
To activate this Scenario:
- Click the Spotter icon in the side panel on the left.
- Click the Pre-Made Scenarios tab at the bottom to expand it.
- Select the Delete outdated call recordings Scenario.
- (Optional) Enter a name, up to 120 characters, for the scenario. This makes the scenario easier to find, especially when using the same pre-made scenario multiple times.
- Set the If condition that must be met before the Then actions are triggered:
- Click time period in the If condition.
- Set the maximum amount of time call recordings can be saved before the Then action(s) are triggered.
- (Optional) Click + Add a call based condition to add a condition that must also be met to trigger the Then action(s). Select the condition type and repeat this step if necessary:
Line
Language
Labels
Queue
Ticket company
Custom field value
7. (Optional) Click + Add Action and select another Then action that will occur:
Send notification
Add internal note
Send auto-reply to customer
Set ticket labels
Set or clear custom field
8. Click Save & Activate.
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