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.
Where to Find Recordings
Open any contact
Click Recordings at the bottom of the page
From here, you can:
Start a new recording
Play existing recordings
Download recordings
Summarize recordings
How to Start a New Recording
Go to Recordings on a contact record
Click Start Recording
Allow your browser to access the microphone
Record your message
Click Pause if you need to temporarily stop, or Stop & Save when finished
The recording is saved to the contact's record and appears immediately with a timestamp.
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.