Call Recording is exactly what it sounds like: a feature that allows you to record your inbound and/or outbound calls and save the recordings to your CRM or platform.

Call Recordings are used by smrtPhone clients for a variety of reasons, including:

If disclosure is required, you can train your staff to announce or you can set a greeting message in your call flow (for inbound calls) because if you are in a call, you cannot turn the call recording off.

All these setting changes (on/off) are made while you are not on a call, you cannot start/stop the recording mid-call.

Read more about how to modify your Call Flows to include call recording ⇢

You can enable or disable the recordings for your incoming calls by accessing your Admin Dashboard > Admin > Call Flows.

Here you select the flow you wish to disable or enable recordings for, select the edit button (blue phone icon), and edit your Flow accordingly.

This setting is available when you customize your Call Flow when you select some of the applets (like Dial Applet or Round Robin Applet).

The Call Recording dropdown sets how the calls will be recorded - from when it starts ringing or when it is answered. You can also disable call recording for this portion of the call flow.

You can enable or disable the recordings for your outbound calls by accessing Admin > Account Settings. There's only one setting for managing Outbound recordings (at the Account level, not the User level) in Account Settings.

You can make changes to the Campaign Calls Recording function by accessing your Campaign Settings found under each smrtDialer Campaign that you created.

This feature comes ON by default, but Account Owner/Users with granted permissions can switch it ON or OFF at any point between dialing sessions by going to smrtDialer > Campaigns > Select the Campaign > Campaign Settings.

Your call recordings can be easily found on your smrtPhone Dashboard. Just go to the upper right corner, under My Account, and click Billing & Logs.

Here, among other information about the calls, you can see the option to listen and/or delete specific recordings.

Your recordings will act exactly as you customize the setup, allowing you to listen to your call recordings and pull up the calls if you use filters like User, Direction, From/To. The recordings are available for you all the time, as long as you do not delete them.

For smrtDialer Campaigns: each Campaign stores its own list of recordings. So, to see your smrtDialer recordings, access the Campaign you are interested and on the right-hand part, you will see Campaign's Details, under Settings. Press the 👁 icon to see all Calls and Recordings.

This will open a window with all the calls made in that campaign. You can listen, delete the recording, or push it back to the CRM if needed.

Learn more about using Recordings in your smrtDialer Campaigns ⇢

Please, be aware that storage fees apply at a rate of $0.0010 / recorded minute.

You can learn more about Managing your recording storage by reading this article here.

You can download the call recording file from the playback screen. Go to Account Menu > Billing & Logs > Call Logs. You can listen, view details of the recording or delete it.

Once you choose to see details, on the left side you can see: Call ID, Direction, From, To, and Date, and on the right side you can listen to the recording, modify speed, or select download from the playback screen.

If you decide to delete the recordings, please keep in mind that they cannot be accessed anymore. Even if the link is still accessible from the CRM, that entry will be empty.

As long as you keep the recordings in smrtPhone, they are available to listen to and download. Also, they are chargeable as long as they live in smrtPhone.

You can delete smrtPhone call recordings from Call Logs. The smrtDialer recordings can only be deleted altogether from Recording Storage, where you can use bulk deletion and erase a month of recordings.

Each recording can be resync with the CRM by clicking the 🔁Resync button.

If for any reason the recording was not pushed to your CRM, you can access both Call Logs and Total Calls from smrtDialer and resend it.

Any click on the resync button might either replace the existing recording or create a new entry in your CRM, depending on your integration. You could try refreshing the CRM page before clicking it too many times to avoid creating duplicates of the same recording attached to your Contact in your CRM.