Create Saved Interactions Folders

You must have the default Administrator, Supervisor or Agent role or a custom role that includes the VIEW_PLAYBACK_CALLS permission to use the Recordings > Playback > Saved Interactions folders.

To create a new My Saved Interactions folder:

  1. Go to the Recordings > Playback window, open the folder pane on the left side of the Playback windowby clicking on the arrow in the vertical bar to expand the pane. Two default folder names appear: Save Interactions and Saved Searches.
  2. Click the Saved Interactions folder.
  3. Click the New button at the bottom of the folder pane window.
  4. The Saved Interactions window appears.
  5. In the window's New Folder text box, enter a Folder Name such as Flagged Interactions to organize these selected calls.
  6. The new folder appears in the Saved Interactions folder tree.

Each folder is only viewable by the user. Folders are not shared.