You can record custom greetings for any of your tracking numbers using either the number configuration page or the Call Flow Builder. Your greeting will be the first thing a caller hears when they dial a tracking number. These greetings can be recorded in CallRail, and changed at any time. You can assign a greeting for one number or for multiple numbers.
Record a greeting for a single tracking number
If you want to record a greeting for a single tracking number, you can follow these steps:
- Select the Settings icon on the left navigation bar.
- Choose the company where you’d like to create a greeting.
- Select the Pencil icon for the number where you'd like to add a greeting.
- On the following screen, select the Pencil icon at the upper-right of the Number Options menu.
- Check the Play a greeting to the caller box under Call Greeting and then select Play Recording.
- Select Choose Recording, then Create Recording from the options listed at the top of the menu.
- When you're ready to record, select the red record button and speak clearly into your computer's microphone. Select the blue stop button when you are finished recording.
- Select Create Recording when you are finished.
- Save after returning to your Number Options screen.
Record a greeting in a call flow
These instructions will show you how to record a custom greeting from the Call Flow Builder.
- Select the Settings icon on the left navigation bar.
- Choose the company where you’d like to create a greeting.
- Select Workflow at the top of the page.
- Create a new call flow by clicking Create New Call Flow. You can also select the Pencil icon to edit an existing call flow.
- Name your call flow at the top of the page.
- Select a call recording option. Slide the toggle to ON to record all calls to this call flow. Otherwise, keep the toggle OFF.
- Choose either the Greeting step, Voicemail step, or Menu step from the menu of options.
- Select Play Recording from the options at the top of the step.
- Select Choose Recording, then Create Recording from the options listed at the top of the menu.
- When you're ready to record, select the red record button and speak clearly into your computer's microphone. Select the blue stop button when you are finished recording.
- Select Create Recording when you are finished.