Call recording, voicemail, and call logs

Call recording

  • Enable per-number: Settings → Phone System → Phone Numbers → your number → Recording → ON

  • Recordings are stored against the call log on the contact's timeline

  • Playable directly from the contact record or downloadable as MP3

  • Retention: 1 year by default, configurable up to 7 years

Recording disclosure requirements

WARNING — Disclosure is legally required in many jurisdictions

All-party-consent states (CA, CT, FL, IL, MD, MA, MI, MT, NV, NH, PA, WA in the US) require ALL parties to consent to recording. Best practice for any business: include a disclosure in your greeting ("This call may be recorded for quality and training purposes") regardless of state - it's compliant in every jurisdiction and customers expect it.

Voicemail setup

  • Keep greeting under 20 seconds - long greetings make people hang up

  • State your business name, set expectation for callback time

  • Record greeting in browser OR upload an MP3

  • Offer alternative: "You can also book online at [link]" or "Text us at this number for faster response"

  • Update for holidays and after-hours when needed

Call logs and reporting

  • Conversations → filter by Voice, OR Reporting → Call Reports

  • Each call shows: contact, duration, timestamp, recording (if enabled), transcript (if enabled)

  • Filter by: incoming/outgoing, answered/missed, by number, by user, by date range

  • Export to CSV for performance analysis

HIPAA-specific considerations (Medical plan)

  • Call recordings of PHI are stored encrypted at rest

  • Access is restricted to authorized users with audit logging

  • Retention follows HIPAA guidance (typically 6+ years)

  • Recordings can be deleted on patient request following standard PHI deletion procedures

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