Record calls
Record calls with the right announcement, get transcripts and AI summaries, and choose how long recordings are kept.
Recording is off until you turn it on. Owners and admins set it under Recording and consent in Settings → Phone.
- Record calls: record every call.
- Announce recording: callers hear the announcement before the call connects.
- Business state: two letters, such as TX, used for the consent rule.
- Keep recordings for (days): recordings and transcripts are deleted after this.
- Transcribe calls: a written transcript of each recorded call.
- AI call summaries: a short summary of each call from its transcript, metered against AI credits.
Recording and consent settings
Screenshot coming soon
Some states require everyone on a call to agree to recording. Calls with a caller in one of those states, or where a state isn't known, are always announced, even if you turn the announcement off.
Listen to a recording
Open a call in Sales → Calls and click Play recording. Only owners and admins can play and download recordings and read full transcripts. Everyone with the call log sees the AI summary.
The AI summary says why they called, what was agreed and any follow-up. Click Write again for a new one. Summaries also show on the customer's timeline.
Delete a recording
Click Delete recording. The recording and its transcript are deleted for good; the AI summary stays.