How to Enable and Manage Call Recording in Sierra Dialer
Enable account-wide call recording and customize settings like consent messages and retention periods.
Why This Feature Matters
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Improve team performance by reviewing real conversations.
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Maintain quality assurance and consistency in client interactions.
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Meet compliance needs with customizable consent and retention options.
Step-by-Step Instructions
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Access Dialer Settings:
Go to your Sierra admin panel and navigate to Dialer Settings.
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Enable Call Recording:
Toggle “Allow Call Recording” to turn on call recording for your entire account.
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Configure Recording Options:
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Save Recording by Default:
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Enabled: All calls default to saving recordings regardless of outcome.
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Disabled: Only calls with certain outcomes default to save.
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Note: Users can still manually choose to save or not save a call recording.
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Enable Pre-Recording Consent Message (Recommended):
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When enabled, callers will hear:
“This call may be recorded for quality assurance purposes. By continuing the conversation, you are consenting to being recorded.”
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Set Retention Period:
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Choose how long recordings will be stored before automatic deletion.
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Available retention options now include:
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1 Week
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1 Month
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3 Months
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9 Months
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1 Year
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2 Years
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3 Years
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4 Years
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5 Years
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6 Years
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7 Years
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Indefinitely
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Best Practices
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Enable the consent message if operating in or calling into a two-party consent state.
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Train your team on logging and saving recordings responsibly.
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Review recordings regularly for training, QA, and coaching purposes.
Troubleshooting Common Issues
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Recordings not saving automatically: Check if “Save by Default” is disabled. Users must manually select to save.
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Consent message not playing: Confirm it is enabled in the Dialer settings and test with both inbound and outbound calls.
FAQs
Q: Does enabling call recording affect all users?
Yes. It is an account-wide setting.
Q: What happens if I disable “Save Call Recording by Default”?
Recordings will only be saved by default for select outcomes; users must manually save others.
Q: Can I access deleted recordings?
No. Once a recording’s retention period expires, it is permanently deleted.