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How To Enable Call Recording in Follow Up Boss

In order for Shilo to analyze your calls, we need call recordings from your CRM. If calls aren't coming into Shilo, start here!

How to Enable

Turning on Call Recording will automatically turn on AI Call Summaries & Transcripts. This power-up can only be enabled by account owners.

1. Click your Image/Initials in the upper right-hand corner > Power-Ups

2. Under Account Features, toggle On Call Recording, Transcripts, and Summaries

Note: Enable Power Up: Call Recording Disclosure to automatically play a call recording disclosure before the call connects.

User Level

To turn off Call Recording + AI Call Summaries & Transcripts for specific team members, the account owner will go to Admin > Teams. On this page, recorded calls can be turned off for specific users by deselecting the Recorded Calls checkbox. When the record calls checkbox is not checked for a user, their calls will not be recorded. Turning off Call Recording will automatically turn off AI Call Summaries & Transcripts.

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