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Call recording

Learn how to enable call recording and where to access recordings in the Mixmax web app and Salesforce.

Calling is available only as an add-on with the Mixmax for Teams plan. Check out our pricing page for more information.

Regulations for call recording

Call recording is a great tool for call reviews, coaching, and more. Please note, however, that call recording also comes with regulations based on local region or state legislature.

For questions about acceptable call-recording practices, please reach out to your internal compliance/legal team to confirm appropriate use cases.


Enabling call recording

Call recording is currently only available for users with Salesforce integration enabled.

By default, call recording is toggled off when you open the dialer.

Workspace admins can set calls to be recorded by default for a Role, so the recording toggle is already on when users open the dialer. For more details, see Managing call recording defaults.

Recording the call off

If the toggle is off, turn it on before placing the call. When placing a call, users will hear, "This call is being recorded."

Recording the call on

‘REC’ appears when the recording toggle is on. Recording starts as soon as the recipient or voicemail picks up.

If the user ends the call before the recipient or voicemail answers, no recording will be generated.

Recording in progress

When the call ends, users must click Log and complete to save the recording.

Logging the recording

Once the recording finishes rendering (usually in under a minute), you can access the recording link in the Call Comments field of the logged task.

Call comments

You can also access the recording in the Comments field of the associated task in Salesforce.

Salesforce Call comments

You can also find the recording in the Mixmax Reports section. Just select Calls from the Report Type menu when you run a new report in the Report Builder, and you will see the link in the Recording column.

Calls report

You can listen to the recording directly from the report page, adjust the playback speed, or download the recording.

If you are using Mixmax Dialer with Gong, check out the Gong integration for more details on call recording.

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