When recording is enabled, transcripts and CRM notes are processed after the call. The recording and transcript are added to the contact's record once processing completes.
/PeopleWritten by RediallerWhen recording is enabled, transcripts and CRM notes are processed after the call. The recording and transcript are added to the contact's record once processing completes. Pick the outcome, add a line if you want, and move to the next person.
Sidekick drafts the outcome, callback, tasks, and follow-up email from the call. Approve them call by call, or all at once at the end of a block.
Your CRM stays your CRM. Redialler adds calling on top and keeps its queue in step with your lists. No CSV exports, no re-imports.
The call is cleaned up for the next person who opens the record, whether that is you next month or a teammate this afternoon. Filler goes, the agreement stays, and the next step becomes a task.
Contacts, lists, notes, and tasks stay in your CRM. Redialler keeps its calling queue in step and writes back to them. If you leave, nothing needs exporting.
what stays where
When recording is enabled, processing starts after the carrier makes the recording available.
Speech becomes text. Filler and crosstalk are cleaned up into something readable.
The recording, transcript, and note are added to the contact after processing. Completion time varies.
No. New organisations start with recording off. An admin can enable it, choose the recording mode, and turn it off again. You are responsible for consent where the law requires it.
Good enough to skim and search. It is cleaned up for reading, and the recording is there for the exact words.
No. Audio is processed for your transcript and then discarded by the processor.
Yes. Add a line or change the outcome any time. The record updates.
Sidekick drafts the outcome, callback, tasks, and follow-up email from the call, or from your voice or typed notes. Approve them call by call, or all at once at the end of a block.
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