CallRail allows you to record outbound phone calls placed through your tracking numbers. Once this feature is enabled, you can replay recorded calls from your call log after a call has ended. It's a great way to capture and analyze conversations with leads, classify your interactions for reporting purposes, and train your sales and customer service teams using real examples.
Getting started
In order to record outbound calls, an administrator will need to enable outbound call recording for your CallRail account.
To learn how to place outbound calls, watch the video below.
Important legal notice
There are different laws that apply to call recording, so check your current state and federal laws before using this feature. Some states require both parties to consent to any recorded conversation, while other states require one party to consent to the recording.
Enable outbound call recording
When an administrator turns on outbound call recording, it will turn this feature on for all companies within the account.
- Click the Account icon in the top left, then choose Account Settings.
- Choose Details from the Account header on the left.
- Click the checkbox to Allow my team to record outbound calls.
- Select Update Account to save your changes.
Record calls on a call-by-call basis
For each of the three methods of placing an outbound call, you will have the option to record the call before you place it. Simply click or tap the "Record Call" box/toggle.
Call Log:
Lead Center:
CallRail mobile app:
Turn on call recording for all outbound calls
An administrator can turn on outbound call recording so that all calls are set to record by default. When turned on, this will apply to all companies in the account. Users can tap the "Record call" box/toggle in the dialer to disable recording for individual calls.
Note: this feature is only available for outbound calls made from Lead Center.
- Click the Account icon in the top left, then choose Account Settings.
- Choose Details from the Account header on the left.
- Click the checkbox to Turn on call recording for all outbound calls.
- Select Update Account to save your changes.
Play a message to let people know their call is being recorded
Depending on the laws in your area, you may be required to let people know their call is being recorded, or you might simply want to let them know anyway. When an administrator selects this option, it applies to all companies in your account. The message will be spoken at the beginning of the call by a friendly, female robot voice.
Note: this feature is only available for outbound calls made from Lead Center.
- Click the Account icon in the top left, then choose Account Settings.
- Choose Details from the Account header on the left.
- Click the checkbox to Play an automated message when recording outbound calls that says "This call may be recorded."
- Select Update Account to save your changes.
FAQs
Does call recording cost extra?
Nope! Call recording is included in the base price of your account. There's no additional cost associated with using this feature.
How long are my recordings stored?
Call recordings are stored in accordance with CallRail's data retention policy.
Can I delete a call recording?
Yes! Check out the instructions in this help article to see how to delete a call's recording: Delete a Call's Recording
Can I pause call recording in the middle of a call?
It’s not possible to pause call recording in the middle of a call; however, you can disable call recording on an existing tracking number to comply with legal or privacy needs.
Why are my recordings shorter than the length of the call?
Call recordings are typically shorter than the call duration because CallRail automatically trims off the silence at the beginning of the call, as well as the time that the caller spends on the phone while it is ringing.
Can I download my recordings in bulk?
Yes. You can bulk download recordings using the instructions within the following guide: Bulk download call recordings
I have call outbound recording turned on, but I don't see my recording yet
If you've confirmed outbound call recording is on for your tracking numbers, it may just be taking a few minutes for your call recording to appear in our system. In most cases, if you have several long calls that aren't uploading fast enough, we recommend giving it a few minutes, as recording files are significantly larger than most data CallRail displays.
