Record Capture Setup

A good recording starts with the right workspace, device inputs, browser permissions, and stable network conditions.

Before starting

Confirm the customer is signed in to the expected account and workspace. If the recording belongs to another workspace, it may not appear in the current library even when upload succeeds.

Input checks

Ask the customer to confirm the intended screen or window, camera, and microphone before pressing start. If the wrong camera or microphone is selected, stop the recording, change the device selection or browser permission, and start a new recording.

Browser readiness

Desktop Chrome, Edge, and other modern desktop browsers generally provide the most reliable screen capture behavior. Browser-level prompts can block capture until the user explicitly allows the screen, window, tab, camera, or microphone.

Network readiness

Recordings need time to upload after capture. Customers should avoid closing the tab, switching networks, or putting the computer to sleep before upload is complete.

Support triage prompts

Useful first questions are: which workspace was active, which browser was used, which input failed, whether the browser permission prompt appeared, and whether the issue happened before recording, during recording, or after finishing.