SalesSheet.ai allows you to record calls made through the built-in dialer so your team can review conversations later, train new representatives, and maintain accurate records of customer interactions. Recordings are securely stored in the cloud, linked directly to the contact timeline, and accessible to anyone on your team with the appropriate permissions.
Call recording can be configured at the organization level by an administrator or toggled on a per-call basis by individual users. SalesSheet.ai also provides tools to help you stay compliant with call recording consent laws in your jurisdiction.
Antes de Comecar
- Uma conta ativa no SalesSheet.ai no plano Pro ou Enterprise
- The Chamadas add-on enabled with a provisioned phone number
- Administrator access to configure organization-wide recording settings
- An understanding of call recording consent laws in your region (one-party vs. two-party consent states or countries)
Enable Call Recording in Settings
Navigate to Settings > Chamadas > Recording from the main dashboard. You will see the "Call Recording" toggle, which is disabled by default. Turn on the toggle to enable recording for your organization. Once enabled, you can choose between two recording modes: "Always On" records every outbound and inbound call automatically, while "Manual" lets each user decide whether to record on a per-call basis by clicking a Record button in the dialer.
Below the mode selector, you will find the consent announcement setting. When enabled, SalesSheet.ai automatically plays a brief audio message at the beginning of each recorded call informing the other party that the call is being recorded. You can use the default announcement or upload a custom audio file with your own message. This feature is essential for compliance in two-party consent jurisdictions.
Start a Call with Recording
When you place a call from a contact record or the standalone dialer, the recording behavior depends on the mode you configured. If recording is set to "Always On," a red "Recording" badge appears in the dialer panel as soon as the call connects, and the recording begins automatically. No additional action is required on your part.
If recording is set to "Manual," you will see a circular Record button in the dialer toolbar. Click this button at any point during the call to begin recording. The button will pulse red to indicate that recording is active. You can pause the recording by clicking the Pause icon next to the badge, which is useful if the conversation moves to sensitive topics that should not be captured. Clique no botao Record button again to resume.
Access Your Call Recordings
After a recorded call ends, the recording is processed and uploaded to cloud storage. Processing typically takes 30 to 60 seconds. Once complete, the recording appears in two places: on the contact timeline as part of the call activity entry, and in the centralized Recordings library accessible from the left sidebar under Chamadas > Recordings.
Each recording entry displays the contact name, phone number, call date and time, duration, and the team member who placed the call. Clique no botao play button to listen to the recording directly in your browser. You can also download the recording as an MP3 file by clicking the download icon, or share a direct link with a colleague. The built-in audio player supports playback speed adjustment (0.5x to 2x) and allows you to skip forward or backward in 15-second increments.
Manage Recording Storage
Call recordings consume storage space in your SalesSheet.ai account. You can view your current storage usage in Settings > Chamadas > Recording under the "Storage" section. Pro plan accounts include 5 GB of recording storage, while Enterprise accounts include 50 GB with the option to purchase additional capacity.
To manage storage, you can set up automatic retention policies that delete recordings older than a specified period (30, 60, 90, or 180 days). You can also manually delete individual recordings from the Recordings library or from the contact timeline. Deleted recordings are moved to a 30-day trash where they can be recovered before being permanently removed.
Search and Share Recordings
The Recordings library includes a powerful search feature that lets you find specific calls by contact name, phone number, date range, or team member. If AI transcription is enabled, you can also search recordings by keyword, and SalesSheet will return every call where that word or phrase was spoken. This is invaluable for finding specific conversations about pricing discussions, competitor mentions, or product feedback.
To share a recording with a colleague, click the share icon on any recording entry. You can copy a direct link to the recording that any authorized team member can open in their browser. Shared links respect your organization's permission settings, so only users with access to the contact and recording permissions can listen. For external sharing (such as sending a call excerpt to a client for confirmation), you can download the MP3 file and attach it to an email manually.
Compliance Notice
Call recording laws vary significantly by jurisdiction. In the United States, some states require only one party to consent to recording (one-party consent), while others require all parties to be informed and agree (two-party consent). Many countries outside the US have their own regulations. It is your responsibility to understand and comply with the laws that apply to your calls. SalesSheet.ai provides the consent announcement feature to assist with compliance, but we recommend consulting with your legal team to determine the appropriate configuration for your organization.
Dica Pro
Use call recordings alongside the AI Resumo feature in Notas de Chamada. When a recording is available, SalesSheet's AI can generate a detailed transcript and summary of the conversation, including action items and key topics discussed. This saves hours of manual note-taking and ensures nothing important is missed. Enable AI Summaries in Settings > Assistente de IA > Call Summaries.
You can also create recording playlists for training purposes. Navigate to Recordings > Playlists and click "New Playlist." Add recordings that demonstrate best practices for objection handling, discovery calls, or closing techniques, then share the playlist link with new team members as part of their onboarding materials.
O que Esperar After Enabling Recording
Once call recording is active in your organization, here is what changes:
- Recording indicator in dialer: A red badge and timer appear in the dialer during every recorded call so both you and the system can confirm recording status.
- Recordings on timeline: Each recorded call displays an audio player directly in the contact timeline, making it easy to review past conversations in context.
- Equipe visibility: Managers and team leads can access all recordings across the organization from the centralized Recordings library for coaching and quality assurance.
- AI transcription available: Recorded calls can be automatically transcribed, making conversations searchable by keyword across your entire call history.
- Storage monitoring: A storage usage meter appears in your Chamadas settings so you can track consumption and plan for retention policies.
Solucao de Problemas
My recording did not save after the call ended. Where is it?
Recording processing can take up to two minutes after the call ends. Refresh the contact timeline or the Recordings library after a short wait. If the recording still does not appear, check Settings > Chamadas > Recording to ensure recording is enabled and that you have not exceeded your storage limit. When storage is full, new recordings cannot be saved until space is freed. You can delete old recordings or upgrade your storage capacity to resolve this.
The consent announcement is not playing at the start of calls. How do I fix this?
Verify that the consent announcement toggle is turned on in Settings > Chamadas > Recording. If you uploaded a custom audio file, ensure it is in MP3 or WAV format and is under 10 seconds in length. Files that are too long or in unsupported formats will be silently skipped. Try uploading the default announcement to test, then re-upload your custom file. If the issue persists, contact support for assistance.
Can I restrict which team members have access to call recordings?
Yes. Navigate to Settings > Chamadas > Recording > Permissions to configure access controls. By default, recordings are visible to the user who made the call and all administrators. You can expand access to specific teams or roles, or restrict recordings to administrators only. Individual recordings can also have their permissions adjusted from the three-dot menu on the recording entry in the Recordings library.