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Record Live Audio and Create an AI Note

Swivel’s Recording feature allows you to capture live audio from a conversation and save the recording directly to a contact. You can then use AI Notetaker to transcribe the recording into a note.

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.

You can transcribe a recording from its three-dot menu and view the transcription at any time. You can also generate a structured AI Summary, which can be customized using AI Templates.

How to Record Live Audio

Section titled “How to Record Live Audio”
  1. Open the Contact Record for the person whose conversation you want to record.
  2. Open the Recording drawer.
  3. Click Start Recording to begin capturing the live audio.
  4. 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. While the audio finishes processing, the recording shows “Processing recording…” in place of the player.

How to Play a Recording

Section titled “How to Play a Recording”
  1. Open Recordings on a contact record
  2. Click the Play button on the audio player in the recording row
  3. Use the player controls to pause, scrub through the audio, or adjust volume
  4. To download the recording, click the three-dot action menu and select Download

How to Transcribe a Recording

Section titled “How to Transcribe a Recording”
  1. Open Recordings on a contact record
  2. Click the three-dot action menu on the recording and select Transcribe
  3. Wait while the button shows Transcribing…
  4. When the transcription is ready, click the three-dot action menu and select View transcription

How to Summarize a Recording

Section titled “How to Summarize a Recording”
  1. Generate an AI summary by clicking Summarize, or use the dropdown arrow to apply an AI Template

Where to Find Recordings

Section titled “Where to Find Recordings”

Once saved, you can access the recording in either of these locations:

Contact Record

Section titled “Contact Record”

View recordings associated with that specific contact.

  1. Open any contact
  2. Click Recordings at the bottom of the page

Screenshot: Contact Record

Business Management

Section titled “Business Management”
  1. Click Business Management
  2. Recordings to view all saved recordings.

What can I do from Recordings?

Section titled “What can I do from Recordings?”
  • Start a new recording
  • Play existing recordings
  • Transcribe recordings and view transcriptions
  • Download recordings
  • Summarize recordings
  • Delete recordings

How to Play a Recording

Section titled “How to Play a Recording”
  1. Open Recordings on a contact record
  2. Click the Play button on the audio player in the recording row
  3. Use the player controls to pause, scrub through the audio, or adjust volume
  4. To download the recording, click the three-dot action menu and select Download

How to Transcribe a Recording

Section titled “How to Transcribe a Recording”
  1. Open Recordings on a contact record
  2. Click the three-dot action menu on the recording and select Transcribe
  3. Wait while the button shows Transcribing…
  4. When the transcription is ready, click the three-dot action menu and select View transcription

How to Summarize a Recording

Section titled “How to Summarize a Recording”
  1. Generate an AI summary by clicking Summarize, or use the dropdown arrow to apply an AI Template

How to Delete a Recording

Section titled “How to Delete a Recording”
  1. Open Recordings on a contact record
  2. Click the three-dot action menu on the recording and select Delete
  3. Confirm the deletion

Browse All Recordings in Your Account by Contact

Section titled “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?

Section titled “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.

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