Call recording

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

Updated over a week ago

Calling is available only on the Mixmax Enterprise plan. Check out our pricing page for more information.

Regulations for Call recording

The ability to record calls 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 any questions related to acceptable practices for call recording, 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.

When you open the dialer, call recording will be toggled off.

Recording the call off

Prior to making a call, enable the toggle. When placing a call, users will hear, "This call is being recorded."

Recording the call on

‘REC’ is displayed when calling with the recording toggle turned on. The recording will start 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 under a minute), the recording link can be accessed in the Call Comments field of the logged task.

Call comments

The recording can also be accessed 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 Gong integration for more details on call recording.

Did this answer your question?