Every call on your Run a Call numbers is recorded and transcribed by default. Recordings help you settle "that's not what I was quoted" disputes, coach new CSRs, and give the AI wrap-up something to read. This article covers the recording settings; to listen to calls, see Listening to call recordings.

Before you start

  • Owners and admins change recording settings.
  • Recording applies to calls on your Run a Call Voice numbers, inbound and outbound.

How recording works

WhatDefault
RecordingOn for every number. Both sides are recorded on separate channels (your team and the customer).
DisclosureBefore each recorded call, callers hear: "This call may be recorded for quality and training purposes."
TranscriptionOn. Every call gets a transcript with speaker labels.
AI wrap-upOn. After a call, the wrap-up panel is pre-filled from the transcript.
RetentionRecordings are kept for 1 year, then deleted automatically.

Change the disclosure or turn recording off for a number

Open the number

Go to Settings → Phone → Numbers and click the number.

Edit Recording & disclosure

Scroll to Recording & disclosure and click Edit.

Number detail page with the Recording and disclosure section and its Edit link highlighted

Make your change

SettingWhat it does
Record calls on this numberSwitch off to stop recording. When it's off, no disclosure plays either.
Disclosure textWhat callers hear before the call. Leave it blank to use the standard wording. Up to 500 characters.

Click Save changes.

Warning

If your business address is in a two-party-consent state (CA, CT, FL, IL, MD, MA, MT, NV, NH, PA, WA), you can't turn recording off or remove the disclosure. Those states require every party to be told the call is recorded.

Transcription, AI wrap-up and retention

These apply to every number on your account. Go to Settings → Phone → Voice and scroll down.

CardWhat it does
Auto-transcribe callsTranscribes every call with speaker labels. Transcripts power search and the AI features. Included at no extra cost.
AI wrap-upReads each transcript and pre-fills the wrap-up panel your team sees after a call: caller name, address, equipment, urgency and a suggested outcome. Switch it off to get the plain manual form.
Recording retentionHow long recordings are kept before automatic deletion: 30 days, 90 days, 180 days, 1 year (the default, shown as 365), 3 years, or Keep forever.

Settings, Phone, Voice tab showing the Auto-transcribe calls, AI wrap-up and Recording retention cards

Note

A shorter retention only affects recordings made after the change. Calls handled by the AI receptionist have their own Recording retention setting on Settings → Phone → Receptionist → FAQ.

Good to know

  • What the disclosure plays on: inbound calls before they ring your team, and outbound calls you place from the in-app dialer.
  • Not legal advice. If you're unsure which rules apply to you, keep recording on with the disclosure.