Recordings (Mobile)
If you're on the Siro mobile app, you can access your recordings under Recordings, opened from the side menu (☰, top-left).
This is your personal library, which contains all of your recordings. You can quickly find what you're looking for by using the available filters on this page: Positive (recordings where Siro detected a good outcome, like a sale), Shared (recordings you’ve shared), and No CRM Link (recordings not yet linked to a customer). Coaches also see a Team filter.
Shared
In addition to your personal "Recordings" tab, the Recordings screen also has a Shared tab. Here you can see recordings that teammates have shared across your organization — a social feed for sales calls where you can learn from top performers.
Playlists
The final tab in Recordings contains playlists. These are curated sets of recordings designed to help you improve by highlighting your team's best moments - or just what interests you. Your playlists tab breaks down into three sections:
Shared Playlists: these playlists are curated by your manager or company leadership and shared across the organization.
Private Playlists: these playlists are specific to you. Try creating one to capture all of your best closes, or reviewing appointments where you felt like you could have done better.
Bookmarks: the bookmarks section automatically pulls key moments from your team's sales process, and organizes them thematically. Listening to bookmarks is a great way to understand how others on your team are approaching a particular step in your process.
Recordings (Web)
Click Recordings in the left sidebar. The page has three tabs:
All Recordings: every recording you have access to, shared or not.
Search by title, or switch the search box to All fields to search transcripts and summaries too.
Filter by date, user or customer, or click More Filters for conversation type, team, score, outcome, sharing and more.
Use Edit Columns to choose what’s shown.
Click ⋮ on any row to add it to a playlist, share it, or change its conversation type.
Leaderboard: see how reps rank by recordings, wins or listening time, for this week, last week, this month or last month. Reps see their own team, coaches also see the teams they coach, and admins see everyone.
Playlists: My Playlists are the ones you’ve created. Public Playlists are visible to everyone in your organization. Click + Create playlist to make one. Coaches and admins can make a playlist public.
Coaches and admins: a rep’s private recordings appear as locked Private recording rows showing only the rep, team and date. They can’t be opened. If your organization has Realtime for Managers, you’ll also see a Realtime tab with recordings in progress.
Have questions or need help?
Our Support team is here to assist. You can send us a message from the help menu in the mobile app, via the Get Help button at the bottom of the left sidebar on the web app, or send us an email at support@siro.ai.