Level AI Screen Recorder Deployment User Guide

What Is the Level AI Screen Recorder?

The Level AI Screen Recorder is a lightweight tool that captures on-screen activity during customer calls and demos. When paired with Five9, it automatically syncs recordings with call data, providing a complete view of each customer interaction—including both audio and on-screen activity—without requiring any extra steps from you.

What the Five9 Integration Means for You

• Automatic linking: Screen recordings are automatically linked to your Five9 calls
• No manual work: No manual uploads or tagging required
• Better insights: More accurate insights into call flow, demos, and customer engagement

Step-by-Step Login Instructions

Step 1: Open the Level AI Screen Recorder

• Go to your apps list
• Locate and open the Level AI Screen Recorder application
  

Step 2: Enter Your Organization Name

• When prompted, type: pacificdebt
• Click Continue
  

Step 3: Sign In with Microsoft

• Click Sign in with Microsoft Account
• Note: SSO (Single Sign-On) is already enabled, so you won't need to enter a password

Step 4: Confirm Successful Login

• Once signed in, you should see a small confirmation pop-up
• This indicates you're successfully logged in
  

Step 5: Start Using

• After login, simply open Five9
• You can now start using it normally—the screen recorder will work automatically

Questions or feedback? Contact IT Support or your team lead.