Call Recordings in VanillaSoft: A Comprehensive Guide

Welcome to the world of VanillaSoft, where managing your call recordings has never been easier! Storing and reviewing call recordings within a contact's profile is a powerful feature, perfect for training or keeping detailed records of conversations. Whether you're an admin or a caller, we've got you covered on the various ways to listen to call recordings.

Enabling Call Recording

Before we explore how to listen to call recordings, ensure that the Call Recording feature is enabled. If not, check out our How to Enable/Setup Call Recording article for step-by-step instructions.

As an Admin: Run a Call Recording Query

  1. Log in to VanillaSoft as an Admin.
    Log In to VanillaSoft.jpg

  2. Navigate to the desired project containing the contact(s) you wish to review.
    Select Project.jpg

  3. Click the Dialing & Recording tab, then enter the Audio Review section.

  4. Input your search criteria and click Search.

  5. Choose to delete, download, play, or open the contact and display call information.

As an Admin: Listen to a Call Recording

  1. Log in to VanillaSoft as an Admin.
    Log In to VanillaSoft.jpg

  2. Navigate to the desired project containing the contact(s) you wish to review.
    Select Project.jpg

  3. Click on the Contacts & Reports tab, then enter the Search Contacts section.

  4. Input your search criteria and click Search.

  5. Click the Open Contact icon to bring up the contact information page.

  6. Open the Audio Review tab.

  7. Choose to delete, download, play, or open the contact and display call information.

As a Caller: Listen to a Call Recording

  1. From the contact information page, click on Edit.

  2. Open the Audio Review tab from the left-hand menu.

  3. Narrow your results by entering any search criteria, selecting Search to show the results.

  4. Choose to download or play the recorded call.

Note: If you don't see the Audio Review tab, ask your Admin to enable this feature for your profile or check the Page Layout settings.

Using the VanillaSoft VoIP Portal

  1. Login to your VanillaSoft VoIP portal.
    clarity register 01 login page 2022-11-16_16-13-36.png

  2. Open the Feature category in the left-hand pane, then select the Call Recordings section.

  3. Input your search criteria and click Search.

  4. Choose to delete, download, or play the recording(s).

Note: If you still need to register for the new VoIP portal, follow the Register for the VoIP Portal article to get started.

Troubleshooting: No Call Recording Available

If you can't find the Audio Review tab or there are no call recordings listed, follow our No Call Recordings in Audio Review article for troubleshooting tips.

Now that you know how to manage call recordings in VanillaSoft, go ahead and elevate your communication game! Happy listening!

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