The Recording Detail Screen is your central hub for reviewing, analyzing, and taking action on individual sales recordings. It brings together customer details, AI insights, scorecards, and transcripts all in one place to help you quickly understand what happened and what to do next.
Getting Started
Who is this feature for?
The Recording Detail Screen is designed for sales reps and managers who want to:
Review and analyze recordings
Identify coaching opportunities
Follow up with customers
Track performance across calls
While Your Recording Is Processing
It says "Uploading your recording" — what does that mean?
Your recording is still being transferred from the device it was recorded on, so Siro hasn't started analyzing it yet. Keep the app open and, if you can, get on wifi — large recordings on a slow connection take a while. It moves to Analyzing your recording on its own once the upload finishes.
I just finished recording and the page says "Analyzing your recording" — what now?
Siro is transcribing and analyzing the conversation. The page updates itself, so your transcript, summary and scorecard appear as soon as they're ready — you don't need to refresh. While it's working, the transcript panel shows its own version of the same message.
My transcript is there but the video won't play.
Video is produced by a separate step that finishes a little after the analysis, so the tabs and transcript deliberately don't wait for it. You'll see "Your video is being processed." where the player goes, and the player appears on its own once the file is ready. Audio-only recordings skip this step entirely.
It says "This is taking longer than expected."
Analysis usually finishes within a few minutes. Siro stops checking automatically about ten minutes after the recording ended — not ten minutes after it started — and gives you a Refresh button so you can check on demand. If a check fails you'll see "Couldn't check for an update. Please try again."
How long is too long?
Analysis itself usually finishes in minutes. An upload from a phone can legitimately take up to about an hour on a slow connection — while that's happening you'll see "Large recordings can take a while to upload, especially on a slow connection." rather than the analysis message. If either goes well past that, contact Support.
Note: a recording that has already finished never shows any of this — no spinner and no polling.
Navigation
What are the main sections of the screen?
On web: the tabs are Overview, Metrics, Comments, CRM Autofill, and Follow-up. The transcript appears alongside these. To ask Siro about the recording, open the Ask Siro launcher on the right side of the screen — it already knows which recording you're viewing.
On mobile: the tabs are Overview, Metrics, and Transcript, with Comments and Ask Siro opened from within the screen.
What does the back button do?
Takes you back to the screen you were on before opening the Recording Detail Screen.
Audio Playback
How do I listen to a recording?
Use the audio player at the bottom of the screen to play or pause the recording.
How do citations work?
Citations appear throughout the Overview and Metrics tabs. Click any citation to jump directly to that moment in the audio.
How do I jump to a specific bookmark?
You can find bookmarks on the Transcript tab and use them to skip to key sections.
Commenting
How do I comment?
On web: Click the Comments section to add or reply to a thread. You can also highlight transcript text to comment on a specific section.
On mobile: Tap Comment to add a text or voice comment, or long-press transcript text to comment on a specific chunk.
How do I tag other users?
Type @ followed by their name to tag them. Tagged users will receive a push notification when you send the comment.
Sharing
How do I post or unpost my recording to my team's Feed?
Tap or click the three dots next to the recording title. On mobile, select Share with team (or Unshare recording). On web, select Share recording (or Limit access).
How do I share this recording via a link?
On mobile, tap the three dots and select Share. On web, click the Copy Link button next to the three-dots menu to copy a shareable link.
How do I share a link to a specific moment?
On web, use the Share at this point action on a line in the transcript — Siro copies a link that opens the recording at that moment and confirms with Share link copied.
How do I add this recording to a folder?
Tap or click the three dots next to the title and select Add to playlist.
Overview Section
How do I edit a recording title?
Tap the title at the top of the screen to edit it.
What customer information is displayed?
If your organization has a CRM integration, you'll see:
Linked customer: Tap to view full details
Maybe [Customer Name]: Suggested match—tap to confirm
Link to CRM: Manually connect to a CRM record
What is the Follow-up section?
If enabled, the Follow-up section shows a follow-up score and AI-suggested messages. Tap to:
View or copy follow-up messages
Add notes or update follow-up status
What are Strengths and Growth Areas?
AI automatically highlights one Strength and one Growth Area based on the recording.
What is Ask Siro?
Ask Siro any question about this recording, or tap one of the suggested prompts. On mobile, use the Ask Siro card on the Overview tab or the chat box at the bottom of the screen. On web, open the Ask Siro launcher on the right side of the screen.
What are Summary Sections?
These are AI-generated summaries (like objections, next steps, or pain points). Tap citations to hear the relevant part or use the copy button to share the text.
Metrics Section
What does the Scorecard visual show?
A donut chart shows your overall score (out of 100) and bar breakdowns by category (e.g., Discovery, Objection Handling, Closing).
How do I see detailed scorecard metrics?
Tap any category to expand and view individual metrics.
What are Speaker Analytics?
Metrics showing how you and your customer communicated—like speaker share, pacing, monologue length, and number of questions asked.
Settings
What is the Recording Outcome on my recording?
Recording Outcome is a label automatically applied by Siro based on what happened in the conversation (e.g., "Products Sold," "Appointment Set"). It is extracted from the transcript after the recording finishes processing. Siro auto-labels every recording, but you can correct it — tap the outcome to open the editor and add or remove outcomes.
How does Recording Outcome relate to my CRM?
Recording Outcome describes what happened on the conversation. CRM Disposition describes the state of the opportunity in your CRM. When the recording is linked to a CRM record, both can appear side-by-side as complementary signals.
How do I make my recording private?
Open the recording, tap or click the three dots next to the title, and choose Make recording private. To undo it, choose Make recording public on mobile or Change to limited access on web. This works in both the web app and the mobile app. Only the person who made the recording sees this option — coaches and admins don't, even on recordings they can otherwise edit. A private recording is hidden from your team and managers and is removed from your team's Feed, so sharing isn't available while it's private. On web the recording's access status reads Private; on mobile a Private badge shows.
I recorded under the wrong conversation type—how do I fix it?
Tap/click the three dots → Update Conversation type (on web, Change conversation type)
Downloading Data
How do I download a transcript or audio?
Tap/click the three dots next to the recording title → Download as