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 the Recordings tab next to Notes, Tasks, and Workflows
From this tab, you can:
Start a new recording
Play existing recordings
How to Start a New Recording
Go to the Recordings tab for a contact
Click +Start new recording
Allow your browser to access the microphone
Record your message
Click Pause if you need to temporarily stop, or Stop & Save when finished
Your new recording appears immediately with a timestamp. The transcript is automatically generated and saved as a note on the contact’s record.
How to Play a Recording
Open the Recordings tab
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 an .mp4
Generate an AI Summary by clicking AI Summarize, or use the dropdown arrow to apply an AI Template
📌 Note: Each recording automatically generates a transcript, which is added as a note on the contact’s record. Any AI Summary you generate is also added as a note. You will receive an email notification when a note has been added.
Recording Troubleshooting
Recording Won’t Start
Possible Causes:
Microphone permission is blocked
Browser doesn’t support audio capture
Another program is using your microphone
Recommended Actions:
Ensure your browser has permission to access your microphone
Close other programs that might be using the mic
Try a supported browser
Recording Won’t Save
Possible Causes:
Connection interruption
Browser tab refreshed before saving
Recommended Actions:
Check your internet connection
Avoid refreshing the tab until the recording is saved
Recording Won’t Play
Possible Causes:
Temporary browser issue
Device audio issue
Recommended Actions:
Try refreshing the page or switching browsers
Check your device audio settings and volume