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
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.
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
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
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