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How to set up the bOnline Call Recordings add-on

Install bOnline's Call Recordings add-on in mybOnline to record, store, summarise and search calls with AI transcriptions, plus how to downgrade or remove it.

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 place.

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

How to install the Call Recordings add-on

  • Go to the 'Account add-ons' page in mybOnline.

  • On the 'Call recordings' card, click 'Edit'.

  • In the setup window, configure your call recording preferences.

    The Call recordings setup window for configuring your preferences.

Choose your preferences for each of the following:

  • 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 mybOnline.

  • How long recordings are stored:

    • 7 Years (Recommended): long-term storage for compliance.

    • 1 Year: short-term storage.

The call recording preferences screen showing options for how recordings happen, how they are accessed and reviewed, and how long they are stored.

  • Review the 'Summary' screen. This will show your selected package, the monthly cost per user, and the VAT breakdown.

  • Tick the box to accept the charges, then click 'Save'.

    The Summary screen with the box ticked to accept the charges before saving.

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.

The Account add-ons list showing the new Call recordings add-on with its 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), follow these steps:

  • Go to the 'Account add-ons' page in mybOnline.

  • 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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