The Recordings feature lets you record and store audio directly inside a contact’s profile. This makes it easy to capture voice notes, document client conversations, and save important audio for future reference.
Recordings automatically generate a transcript, which is added as a note on the contact’s record. You can also generate a structured AI Summary, which can be customized using AI Templates.
How to Record Live Audio
Open the Contact Record for the person whose conversation you want to record.
Open the Recording drawer.
Click Start Recording to begin capturing the live audio.
Click Pause if you need to temporarily stop, or Stop & Save when finished and to save the recording to the contact.
The recording is saved to the contact's record and appears immediately with a timestamp.
Important: Make sure you have the appropriate consent before recording a conversation.
How to Play a Recording
Open Recordings on a contact record
Click the Play button on a recording
Use the controls to pause, scrub through the audio, or adjust volume
Click the three-dot action menu to adjust the playback speed or download the recording as an .mp4 file
How to Summarize a Recording
Generate an AI summary by clicking Summarize, or use the dropdown arrow to apply an AI Template
📌 Note: Any AI summary you generate is added as a note on the contact’s record. You will receive an email notification when a note has been added.
Where to Find Recordings
Once saved, you can access the recording in either of these locations:
Contact Record
View recordings associated with that specific contact.
Open any contact
Click Recordings at the bottom of the page
Business Management
Click Business Management
Recordings to view all saved recordings.
What can I do from Recordings?
Start a new recording
Play existing recordings
Download recordings
Summarize recordings
How to Play a Recording
Open Recordings on a contact record
Click the Play button on a recording
Use the controls to pause, scrub through the audio, or adjust volume
Click the three-dot action menu to adjust the playback speed or download the recording as an .mp4 file
How to Summarize a Recording
Generate an AI summary by clicking Summarize, or use the dropdown arrow to apply an AI Template
📌 Note: Any AI summary you generate is added as a note on the contact’s record. You will receive an email notification when a note has been added.
Browse All Recordings in Your Account by Contact
Navigate to Business Management in the left-hand navigation menu
Click Recordings
Click on any recording to view details, download, or summarize
Why Don't I Have Access to Recordings?
The Recordings feature may not be available for all accounts. If your organization belongs to a compliance network that restricts audio recording, the Recordings feature will be hidden and unavailable throughout the platform.