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Overview

Call recording saves the conversation alongside the call’s notes and outcome. Unify transcribes recorded calls so your team can review what was discussed and sync the activity to your CRM. Workspace administrators manage recording settings that determine whether a call is recorded based on the prospect’s region. Review these settings before your team starts calling.
Your team is responsible for meeting applicable recording and consent requirements. Consult your legal team when choosing recording settings. Unify does not play an automated recording announcement.

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Set recording by region

1

Open recording settings

Open Call recording in the dialer settings.
2

Choose the regions to record

Search for a country or region and choose whether calls to that region should be recorded. Use Enable all or Disable all when you want to apply the same choice to all regions in the current search results.
3

Save the settings

Click Save to apply your changes to subsequent calls.
Unify first uses the prospect’s stored address to find the applicable recording setting, then falls back to the phone number’s location when available. A regional setting takes precedence over a setting for the whole country. If Unify cannot find a matching region or country, the call is not recorded.

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Stop recording during a call

The recording indicator shows the current call’s status. Hover over REC to reveal Stop, then click it. Wait for confirmation that recording has stopped. Recording can continue while the request is pending. Stopping recording also removes the recording for that call. Its activity remains available with the outcome and notes.

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What gets saved

After a recorded call is processed, its recording and transcript are available with the call activity. Your team can use them to review the conversation alongside the disposition and notes. To write call activity and its available attachments to your CRM, configure call sync. The sync rules, field mappings, and CRM connection permissions determine what is written.