Recording within the mobile app is a straightforward process. Follow these steps to get started:
Step 1: Begin Recording
Open Siro and tap the Record pill in the floating bar at the bottom of the screen (it sits beside the Ask Siro box).
What happens next depends on whether there is anything to set up. If there isn't, recording starts immediately. If you use an appointment integration, continuous (D2D) mode, or the per-recording privacy toggle, a pre-record drawer opens first — tap one of today's appointments to start a recording already linked to it, or tap Tap to start recording to start a blank one.
Recordings, Comments and Roleplay are in the menu (☰) at the top-left.
Step 2: During Recording
The recording will begin immediately
If you need to pause at any time, tap the pause button.
While the recording is paused, you have the option to Resume, Finish, or Delete the recording.
Step 3: Recording in the Background
Siro will continue to record in the background when you turn off your device's screen, or open another app.
Important note: do not swipe to force quit the Siro app during recording, as this will result in incomplete or corrupted recordings.
If you use another app that requires the microphone (taking a phone call or using your camera to take a video, for example) the recording will pause automatically. Recordings automatically restart when the microphone becomes available again.
Make sure to return to the Siro app to conclude the recording when you're done.
Step 4: Stopping the Recording
To conclude your recording, select the Finish button
After stopping, you'll be prompted with quick questions to:
Select the conversation type for the appointment (only displays if your team has more than one)
Input the customer's name (if linked to your CRM)
Title the appointment
Choose whether to share the recording with your team
Step 5: Completion Screen
After completing the post-recording prompts, you'll land on a completion screen showing your recordings and wins for the week, plus your recording progress for the week (the number of days you've recorded out of seven).
From this screen you can:
Use Explore more content to quickly jump to your Coaching Spotlight, My Recordings, or User Posts.
Tap Call Me to Debrief in 10 Minutes to schedule a one-time debrief call on this recording. After tapping, Siro will ask if you'd like to turn on automatic calls after every conversation, or keep it as a one-time request.
Tap Done to go directly to the recording detail page.
Step 6: Accessing Your Recordings
Once completed, your recordings will automatically appear in your Recordings tab for future reference.
Tip: Make sure to title your recordings clearly so you can easily locate them later.
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.