Charlie Schrantz Asked:

“Where do I go to TURN ON call recordings on all calls inbound and outbound for me and all my team members?”

The Answer:

To enable call recordings for both inbound and outbound calls in Agent CRM, follow these steps:

  1. Navigate to Team Management:
    • Log in to Agent CRM.
    • Go to Settings and select Team Management.
  2. Select a Team Member:
    • Click on the name of the team member whose call recording settings you wish to modify.
  3. Edit User Settings:
    • Click the Edit button next to the team member’s name.
  4. Enable Call Recording:
    • Locate the section where the team member’s Twilio number is assigned. This is typically found a few tabs down in the settings.
    • Check the box labeled Record Calls to activate call recording for this user.
  5. Save Changes:
    • Click Save to apply the new settings.
  6. Repeat for Other Team Members:
    • Perform these steps for each team member to ensure call recordings are enabled across your organization.

Why Enable Call Recordings?

  • Quality Assurance: Monitor conversations to maintain high service standards and identify areas for improvement.
  • Training and Development: Use real call examples to train new staff and provide constructive feedback to existing team members.
  • Compliance: Keep records of communications to meet legal and regulatory requirements.

Learn More

For additional insights on optimizing your use of Agent CRM, explore these recent blog posts:

Bonus Resource: Watch and Learn

Enhance your understanding by watching our tutorial:


Phone and Text, Software

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