📌 Note: The Recordings feature in Swivel allows you to 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.
Where to Find Recordings
Open any Contact
Navigate to the Recordings tab at the top of the right panel
(next to Notes, Tasks, and Workflows)
Here you can:
Start a new recording
Play existing recordings
Expand long recordings
How to Start a New Recording
Go to the Recordings tab
Click Start new recording
Allow your browser to access the microphone
Record your message
Click Stop when finished
Save the recording
Your new recording will appear immediately with a timestamp.
How to Play a Recording
Open the Recordings tab
Click the Play button on the entry
Adjust playback using:
Pause
Volume
Scrubbing bar
Recording Options (Gear Menu)
Click the ⚙️ gear icon on any recording to access additional actions:
Transcribe
Creates a text transcript of the audio recording.
AI Summary
Generates an AI-powered summary of the recording’s content.
Delete
Removes the recording.
Note: delete permissions may vary by user role.
Once deleted, it is gone.
Recording Tutorial: Start a Recording, Transcribe It, and Create an AI Summary
In this video, we’ll walk you through how to start a new recording inside a Contact, transcribe it, and use the AI Summary feature to save call notes directly into Swivel.
What You’ll Learn:
How to start and stop a recording
How to transcribe a recording
How to know when your transcription is ready
How to generate and save an AI Summary to a contact
How to delete a recording if needed
Troubleshooting
Recording won’t start
Microphone permission is blocked
Browser doesn’t support audio capture
Another program is using your microphone
Recording won’t save
Connection interruption
Browser tab refreshed before saving
Recording won’t play
Temporary browser issue
Device audio issue
Try refreshing or switching browsers
Need Help?
If you’re having trouble with recordings, contact Swivel Support and include:
The contact URL
A screenshot of the issue
Your browser/device information
We’re happy to help!
🔍 Tip: Before you reach out, check out our Help Center first--it's packed with answers to common questions, troubleshooting tips, and how-to-guides. You might find exactly what you need without the wait 😃
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