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Agent Guide

Reviewing a Replay

Updated Sep 2, 20261 min read

The Support Agent can retrieve the recording directly from the case attachment on their CRM platform.

You can also locate the file if the session is started within the console within your session history. 

Reviewing Sessions within your CRM

Salesforce: Reviewing a Session

ServiceNow: Reviewing a Session

Zendesk: Reviewing a Session

Dynamics: Reviewing a Session