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Recordings - Overview

Understanding how to view and manage AI Call Recordings

Updated over a month ago

How to effectively analyze campaign recordings to troubleshoot, improve agent performance, and understand contact responses.

Key Steps

  1. Access the Recordings Section

    • Log into the system where call recordings are stored.

    • Navigate to the "Recordings" section.

  2. Filter Recordings

    • Identify the filtering options available (by agent and outcome).

    • Select a specific agent (e.g., "Warm Mike") to view only their recordings.

    • Choose the desired outcome (e.g., "Appointment") to narrow down the results.

    • Apply the filters to view the relevant recordings.

  3. Review Call Details

    • Click on a specific recording to access its detail page.

    • Review the following information:

      • Contact information

      • Agent who made the call

      • Length of the call

      • Outcome of the call

      • Structured notes and transcript of the call

  4. Listen to and Download Recordings

    • Use the playback feature to listen to the recording.

    • If needed, download the recording for offline review or sharing.

Tips for Efficiency

  • Familiarize yourself with the filtering options to quickly access desired recordings.

  • Regularly review call recordings to stay updated on agent performance and areas for improvement.

  • Utilize the synchronization feature to maintain up-to-date records in your CRM, minimizing manual data entry.

  • Create a schedule for reviewing recordings to ensure consistent performance analysis and feedback.

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