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How to enable call recording in Sierra

In order for Shilo to analyze your calls, we need the recordings from your CRM. If you can't find you calls in Shilo, you may need to enable call recording within your CRM.

  1. Access Dialer Settings: Go to your Sierra admin panel and navigate to Dialer Settings.

  2. Enable Call Recording: Toggle “Allow Call Recording” to turn on call recording for your entire account.

  3. Configure Recording Options:

    • Save Recording by Default:

      • Enabled: All calls default to saving recordings recordings regardless of outcome.

      • Disabled: Only calls with certain outcomes default to save.

      • Note: Users can still manually choose to save or not save a call recording.

    • Enable Pre-Recording Consent Message (Recommended):

      • When enabled, callers will hear: “This call may be recorded for quality assurance purposes. By continuing the conversation, you are consenting to being recorded.”

    • Set Retention Period:

      • Choose how long recordings will be stored before automatic deletion

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