1 (800) 653-1389

1. Installation

In most cases Call Cabinet Atmos is integrated with your PBX, Switch or network and only requires activation, in order to activate you will need your “Customer ID” and “Site ID” which are retrieved through the registration process. Although Atmos is designed to be an integrated application, it can operate on nearly every type of system, whether VoIP or TDM. Please speak to your distributor, reseller or contact us directly https://www.callcabinet.com/call-recording-contact-callcabinet/

2. Registration

In order to register for Atmos, please either follow the link in your software application or visit https://secure.callcabinet.com/Account/Register. Complete the registration page: (numbers below relate to the tags in the image above)

  1. Complete the company details.
  2. Create your own unique URL. This URL can be used to access your customized login page. For example if your company is called “Bobs Widgets”, your URL would be something like https://bobswidgets.callcabinet.com.
  3. Complete the details for the initial administrator of your system. This can be changed once you have completed the initial log in. You can also add additional users and administrators in the settings section of the Atmos application.
  4. In order to complete the registration process you will need to agree to the terms and conditions and privacy policy.
  5. Click the “Create My Account” button to complete registration.

Once completed you will receive an email to verify your email address, once verified you can proceed to either your personalized login page created in step 2 above or visit https://secure.callcabinet.com

3. Login

Complete the login page: (numbers below relate to the tags in the image above)

  1. Login using the administrator email address that you created OR proceed to point 4 if you have either a gmail or google apps account.
  2. Enter the password you created during registration.
  3. Click “Login” OR proceed to step 4. You can also select “Remember me” to have Atmos remember your login details (Please only use this option when connecting from a private computer).
  4. If you have a gmail or google apps username that matches the email address that you registered with, then you can login by clicking “log in with Google”, this option negates the username and password requirement.
  5. If you have forgotten your password, click “Forgot Password”. On the following screen you will be prompted to enter your email. A temporary password will be sent to your email. (Don’t forget once you are in your account to create a new password to replace the temporary one).
  6. The “create new account” option will take you back to the registration page if you need to create a new account.
  7. Make sure that the “SiteLock SECURE” logo is visible. This will help you ensure that your data is 100% secure, encrypted and safe.

4. Company Selection

Complete the login page: (numbers below relate to the tags in the image above)

  1. Once you are successfully logged into your account you will first see “Company Selection”. You can be a user to more than one company and you will only see this page if you are a user in more than one company.

5. Landing Page / Home Page

The Atmos landing page is designed to give you up to the second data on your call volume and usage stats, as well as being the central page for all things Atmos. The points below relate to the tab numbers on the image:

  1. This is the company name that you are currently logged in to.
  2. The company: If you have more than one company you will be able to switch between them, the drop down list will also give you the option to log out of Atmos.
  3. The help icon will take you to the Atmos User Guide (this page).
  4. The Atmos menu bar is positioned vertically and allows site wide navigation to all of the Atmos pages. You can easily identify each icon by hovering over them, a tool tip will identify the icon. The icons in order are “Landing Page”, “Calls Page”, “Pending Calls Page”, “User Log”, “System Log”, “Settings”, “Reporting” (if you have Atmos Plus) and “Exit / Log out”.
  5. “Total Calls” – This is a display of the total number of recorded calls that your company is currently storing within Atmos.
  6. “Calls Today” – This is a display of the total number of recorded calls that your company has recorded for the current day.
  7. “Calls This Week” – This is a display of the total number of recorded calls that your company has recorded for the current week.
  8. “Monthly Volume” – This is a graphical representation of the number of calls that have been recorded in each of the last 6 months.
  9. “Daily Volume” – This is the number of calls that have been recorded in each of the last 6 days.
  10. “Hours this Month” – This is the total number of uploaded hours of calls for the current month.
  11. “Total Hours” – This is the total number of uploaded hours of calls stored in your account.
  12. Clicking the excel icon will export all of the data of the page you are on. Pages that have this feature are: Landing/Home, Call Listing, Customer Log, and Heartbeats.
  13. This checkbox which is selected by default can be deselected, this will cause the landing page to be skipped on login and the user will be directed to the Call Listing page.

6. Call Listing Page

The Call Listing page is the page that allows you to search for, download and playback calls currently stored in your Atmos system. The points below relate to the tab numbers on the image:

  1. The call grid displays a single row for each call. 1) You are able to access “Call Details” (available for customers that have Atmos Plus). 2) The play button is to listen to a specific call. 3)This icon represents how the call is being recorded. Examples: the one showed in this picture is recorded from a phone, whereas you would have a Skype icon for a recorded Skype call. 4) You are able to flag a call and filter all of your calls to find anything that is flagged. 5) You are able to add notes to a call. Please be advised that after 14 minutes the note will be permanent and cannot be deleted. 6) The arrow icon represents the direction of the call. A blue icon pointing right is an outgoing call and a green arrow pointing left is an incoming call. 7) Download icon: clicking on this icon will download the call in a non-encrypted mp3 format.
  2. Each column in the call grid can be sorted, by simply clicking on the column name and filtered by clicking on the funnel icon and completing the dialogue box.
  3. The player, will allow you to play or pause the call and volume control, as well as show the position within the call.
  4. You can change the number of items returned on each page by selecting the “items per page” drop down.
  5. The call count will show you exactly how many calls match your required search parameter.
  6. You can refresh the results returned in order to include any recent calls in the returned results.
  7. Clicking the excel icon will export all of the data of the page you are one. Pages that have this feature are: Landing/Home, Call Listing, Customer Log, and Heartbeats.
  8. The company selector: If you have more than one company here you will be able to switch between them, the drop down list will also give you the option to log out of Atmos.
  9. The help icon will take you to the Atmos User Guide (this page).
  10. “Time Zone” – You can use this to change the timezone of the displayed data.

7. Call Details Page

The points below relate to the tab numbers on the image:

  1. The “Assigned to” section displays the name of the Agent the call is assigned to, their extension number and their email. Also there is a “Personal Call” checkbox that you can check off that it is not a work related call so that it doesn’t need to be evaluated. You also are able to re-assign the call to another agent instead of the one it is currently assigned to.
  2. The “Call Info” section lists information about the call. From the phone number of the caller to the duration and direction of the call.
  3. The “Access Log” section shows who has look interacted with the current call details. It will display who used back the playback feature, made a note or downloaded the call.
  4. Wave Graphical representation of the call during playback in the “Call Playback” section. You can navigate directly to the portion of the call you would like to hear.
  5. The monitor icon indicates the specific moment in the call in which the screen capture was taken.
  6. The screen captures are displayed here. By enlarging (clicking) on the screenshot, you are able to look though the call to see what the agent was doing on their computer during the call. While the screenshot is enlarged you are also able to “Zoom to fit”, “Actual size”, “Download” and “Email” the screen capture.
  7. The “Begin Quality Control” button enables you to evaluate your agent’s.  For example, “was the agent able to help the customer with their problem?” or “did the agent advise the client that the call was being recorded?”. With the forms you will be able to better evaluate your agent and where they need growth, and how and if your clients needs have been fully taken care of.
  8. “Completed Evaluations” displays the “Name” of the evaluation, the date is was “Created On” and who it was “Created By”.
  9. “Notes” enables you to leave a note on a call. You will be able to edit it within 14 minutes after it was created. After that, the note is permanent.
  10. “Flag” enables you to flag a specific call of your choice to refer back to later.
  11. “Quality Control” reveals and hides the Quality Control section located at the bottom of the page (7).
  12. “Email” enables you to send the call recording through email.
  13. Download icon: clicking on this icon will download the call in a non-encrypted mp3 format.
  14. This is the back button will direct you back to the “Call Listing” page.
You are able to share calls with other people with ease
  1. You can choose individually what you would like to share with others along with that specific call. For example, if you would like to share screenshots with the call, check “Share Screenshots”.
  2. Enter in the email address you would like to share with.
  3. You can enable the recipient to have permission to download the call.
  4. You can set the length of time the recipient has access to the call. For example, if the share availability was set to one hour, and the link is accessed after the hour has passed, the user will be shown a page that indicates that the link is expired.
  5. You can enable the recipient to be able to add notes to the call.
After you have shared a call with the recipient of your choice, they will receive an email with a link to access the call you sent them.

8. Reports Page

The points below relate to the tab numbers on the image:

  1. Click to create a new “Report”.
This is your first of three steps to generate your own customized report. 2. You can filter out what you don’t want in your report by selecting only want you want to show. 3. Switch to “Advanced Mode” option
  1. The number 4,744  shows the total number of what you have chose to filter.
  2. Here it shows you the amount of calls per each day of the chosen month.
  3. The color key is here to help you understand what each color on the graph means.
  4. You have the choice of switching between 3 different types of graphs.
  5. To create a report click on “New Report”. Once you start a “New Report” it will exit the report you are currently in.
  6. Download your report as a PDF file.
  7. Print your report.
  8. By clicking on “Show Text Data” you are able to see the exact numbers for your incoming, outgoing and total calls.

9. Heartbeats Page

The points below relate to the tab numbers on the image:

  1. Server heartbeats is a option if enabled. (For more information, contact us)
  2. “Agent Client”. This pie chart represents the current version of software that each each agent that has the Atmos Agent Client
  3. The “Skype for Business Recorder”, the pie chart represents the version of the Atmos agent client each of your agents have installed on their computer. This is a quick way to make sure that all of your agents have the most up to date version on the client.
  4. Each column in the grid can be sorted, by clicking on the column name and filtered, by clicking on the funnel icon and completing the dialogue box.
  5. If the agent has not been online for 30 minutes, the row turns yellow. If it has been an hour, then the row turns red. The grid also shows the last date and time the agent was online.
  6. This button lets you delete the agent’s displayed heartbeat from the list. If the agent’s computer is on and the agent client is running, that agent’s heartbeat will reappear.

10. QC Page

The points below relate to the tab numbers on the image:

  1. You can customize the form to say what you think best fits your companies needs to quality control.
  2. You are able to edit and delete forms here.

The points below relate to the tab numbers on the image:

  1. Add more questions, remove, undo, save & exit or just exit.
  2. Here you are able to create questions for your QA to be able to evaluate the agent.
  3. Click the “X” button to delete the answer that you have created.
  4. Design the path of a question by leading to the answers you have created.
  5. Add a hint for your QA in case they are unsure about a certain question.

11. Customer Log Page

The Customer Log page, show complete information about all changes made to the system as well as access and playback details. The points below relate to the tab numbers on the image:

  1. The grid will show you the Date, Time, Type, Username and details of every security and playback event that occurs within Atmos.
  2. Clicking the excel icon will export all of the data of the page you are one. Pages that have this feature: Landing/Home, Call Listing, Customer Log, and Heartbeats.

12. Settings

We have listed detailed explanations for Settings. If you are still uncertain about something in our explanation, contact us!

  • General Settings
  • Site Settings
  • User Settings
  • Agent Settings
  • Extension Settings
  • Assign Agent Extension Settings
  • Restricted Users
  • IP Whitelist

1. General Settings

The “General Settings” page will allow you to set up and view plan details, plan usage, billing, invoice history and company information. The points below relate to the tab numbers on the image:

  1. The settings menu is displayed horizontally across the top of the page and will remain in position regardless of the settings page selected.
  2. “Storage Plan” shows which plan you are currently subscribed to and show the maximum number of storage hours allowed by the currently selected plan.
  3. “Usage” shows a graphical display of the percentage your have used of your Storage Plan.
  4. When selecting “Change Plan” you are able to upgrade your plan and storage at any time. Click on this to add a new, or secondary payment method. This section may not be available for clients subscribing through an Atmos partner.
  5. Click to add a new card.
  6. Displays the card you currently have on file. You are able to edit, remove credit card and billing information for your account anytime.
  7. The “Invoices” section will give a list of the most recent invoices generated against the account as well as the invoice status.
  8. Please refer to the company information graphic to set company information parameters, including the “Company URL”, “Time Zone” and other Company settings.

2. Site Settings

The Site Settings page is important in that it displays both the “Customer Id” and “Site Id” that you will need to provide in order to begin uploading calls into Atmos. These values will either be requested by your service provider OR will need to be inserted into the Atmos recorder that you are using. You are able to add multiple sites to your Atmos account, therefore allowing support for calls from multiple locations or services. The points below relate to the tab numbers on the image:

  1. “Customer Name” – Displays the company that you are currently logged in to.
  2. “Customer Id” – This is the ID used to identify the Atmos account that you are currently logged in to.
  3. You are able to edit and delete the Site by using the buttons displayed.

3. User Settings

The User Settings page allows you to add, edit and delete users (people with access to the Atmos interface). The points below relate to the tab numbers on the image:

  1. “Add New User” and “QC Users” – Use this button to add new users to your Atmos account. For QC Users, this displays how many Quality Control User you have under your company. QC user roles consist of “QC Admin”, “QC Supervisor”, “QC Analyst”. QC Admin has access to all three QC features: Call details, QC Builder, and  Reports. QC Supervisor has access to just Call Details. QC Analyst has access to Call Details and reports.
  2. Use these buttons to edit and delete users from the system.
  3. The User grid shows the following information for each user: “Email”, “First Name”, “Last Name”, “Phone Number”, “User Role” and “QC Role”. Each of these columns can be sorted and filtered as with the rest of the Atmos system.

Note: There are 3 user roles “Admin User” which has full control over the Atmos application, “Standard User” which has access to all areas of the system including the ability to listen to all calls and finally “Restricted Users” who can be given permission to listed to calls relating to a specific site or specific agents (see the “Restricted Users” section below”).

4 Agent Settings

The Agent Settings page allows you to add, edit and delete agents (people whose phone calls you are recording). The points below relate to the tab numbers on the image:

  1. “Add New Agent” – use this button to add new agents to your Atmos account.
  2. The Agent grid shows the following information for each user:”First Name”, “Last Name”, “Email” and “Site” for each of these users. Each of these columns can be sorted and filtered as with the rest of the Atmos system.
  3. Use these buttons to edit and delete agents from the system.
  4. “Screenshot” is a additional option with our Atmos Plus add-on. (Helps provide a 360 view, along with the voice recording to see the entire customer experience.)

5.Extension Settings

The Extension Settings page allows you to add, edit and delete physical extensions (devices or phones that you are recording). The points below relate to the tab numbers on the image:

  1. “Add New Extension” – use this button to add new extensions to your Atmos account.
  2. The Extension grid shows the following information for each extension: “Extension” (Extension Number) and “Site Name”. Each of these columns can be sorted and filtered as with the rest of the Atmos system.
  3. Use these buttons to edit and delete extensions from the system.

6. Assign Agent Extension Settings

The Assign Agent Extension Settings page allows you to assign extensions to specific users. The reason for this is that in most cases recordings are uploaded to Atmos with information relating to their extension number. This page allows you to associate one or more physical extensions to a specific user and have the users information displayed on the “Call Listing” page as apposed to only an extension number. The Assign Agent Extension grid shows the following information for each assignment: “Agent name” and “Extension Name”. Each of these columns can be sorted and filtered as with the rest of the Atmos system. The points below relate to the tab numbers on the image:

  1. “Assign Extension” – use this button to assign an extension to a specific user.
  2. Use these buttons to assign or remove an assignment from the system.

7. Restricted Users (Granular Security)

The “Restricted Users” tab allows you to add granular security access for all restricted users. Once a user has been set up as a “Restricted User” (see point 8.3), they will appear in this list.

  1. By clicking on the “Assign Agent” and “Assign Sites” button you are able to select which agents this user will be able to listen to. By default a restricted user has no access to play back any of the calls in the system.

8. IP Whitelist

The points below relate to the tab numbers on the image:

  1. When enabled/clicked, it allows you to only login from IPs in the list.
  2. Add a new IP Address.
  3. Use these buttons to assign or remove a IP Address from the system.
  4. A grid of IP addresses.

9. Retention

The points below relate to the tab numbers on the image:

  1. Stores calls for the amount of days you enter in. Calls order than that will be automatically deleted.
  2. You can use the edit button to change the retention settings for each site.

13. Support

If you have any questions or if you require support, please visit either our contact us page (https://www.callcabinet.com/contact-us/) or visit our help desk by clicking here.


© Copyright 2016 Call Cabinet Corporation.   All rights reserved.   Terms and Conditions