Setup - Automatic Recording for Teams Phone Agent

This article is for IT pros and Teams administrators who want to create an automatic recording template for Teams Phone Agent and assign the template to a Teams Phone Agent to record and transcribe inbound calls.

Planning and licensing review

Planning

• Overview of Teams Phone Agent, Auto Attendant, and Call Queue
• Recording calls
• Getting started

Licensing

• Teams Phone Agent
• Auto Attendant and Call Queue

Known issues

• Changes to the SharePoint site structure, file names, or permissions can cause access issues, permission errors, or automatic recording failures.
• To assign an automatic recording template to a Teams Phone Agent or manage its authorized users list, the Teams administrator must also be a SharePoint site administrator for the site used by the template. See Teams Phone Agent management and SharePoint interaction on how to avoid this issue.

Prerequisites

• Ensure SharePoint site creation is enabled in the tenant (default is on). See Manage site creation in SharePoint.
• The SharePoint host must exist and must have been visited at least once before you create the template.

Teams Phone Agent management and SharePoint interaction

The Teams administrator creating the automatic recording template becomes the SharePoint site admin of the template's associated site.

Automatic Recording template for Teams Phone Agent

An automatic recording template for Teams Phone Agent defines where, in SharePoint, recordings and transcripts will be stored as well as the prompts played to callers to let them know that recording is enabled.

An automatic recording template for Teams Phone Agent can be reused across multiple Teams Phone Agents.

Create the automatic recording template for Teams Phone Agent

To create an Automatic Recording template in the Teams admin center:

1. Expand Voice.
2. Select Templates and resources.
3. Select Templates.
4. Select Automatic Recording as the template type.
5. Select Add to create a new Automatic Recording template.
6. Enter a Name for the template.
7. Enter a Description for the template.
8. Call recording is enabled by default. Disable call recording if required.
9. Transcription is enabled by default. Disable transcription if required.
10. Use the Default announcement or configure a Custom announcement.
    • The default announcement is: This call will be recorded.
    • Teams Phone Agent only supports the greeting message option.
11. Enter the SharePoint host name.
    • Example: contoso.sharepoint.com
    • The host must already exist and must have been visited in a standard browser before you create the template.
    • This setting can't be modified once the template is created.
12. Enter the SharePoint site name.
    • The site must be provisioned through the template creation process. Manually created SharePoint sites aren't supported and might cause access or permission errors. You can reuse sites provisioned through this process across multiple Automatic Recording for Teams Phone Agent templates.
    • This setting can't be modified once the template is created.
13. Select a user, preferably a Teams administrator, to be the Recording Document Owner.
    • This user can access the recording if there's a problem uploading it to SharePoint.
    • This access is only for upload failure situations.
14. Select Save.

Assign the template to the Teams Phone Agent

1. In the Teams admin center, go to Voice > Auto attendants.
2. Select the Teams Phone Agent you want to have automatic recording for.
3. On the Templates tab, scroll to find the Automatic recording template section.
4. Select the automatic recoding template template from the dropdown.
5. Select Submit.

Related articles

• Create a Teams Phone Agent in Microsoft Teams
• New-CsAutoRecordingTemplate
• Get-CsAutoRecordingTemplate