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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

  • Improve team performance by reviewing real conversations.

  • Maintain quality assurance and consistency in client interactions.

  • Meet compliance needs with customizable consent and retention options.

 

Step-by-Step Instructions

  1. Access Dialer Settings:

    Go to your Sierra admin panel and navigate to Dialer Settings.

  2. Enable Call Recording:

    Toggle “Allow Call Recording” to turn on call recording for your entire account.

  3. Configure Recording Options:

     

    • Save Recording by Default:

       

      • Enabled: All calls default to saving recordings regardless of outcome.

      • Disabled: Only calls with certain outcomes default to save.

      • Note: Users can still manually choose to save or not save a call recording.

       

    • Enable Pre-Recording Consent Message (Recommended):

       

      • When enabled, callers will hear:

        “This call may be recorded for quality assurance purposes. By continuing the conversation, you are consenting to being recorded.”

      Screenshot 2025-04-17 at 9.42.52 AM

    • Set Retention Period:

      • Choose how long recordings will be stored before automatic deletion.

      • Available retention options now include:

        • 1 Week

        • 1 Month

        • 3 Months

        • 9 Months

        • 1 Year

        • 2 Years

        • 3 Years

        • 4 Years

        • 5 Years

        • 6 Years

        • 7 Years

        • Indefinitely

         

      Screenshot 2025-06-18 at 3.18.38 PM

     

Best Practices

  • Enable the consent message if operating in or calling into a two-party consent state.

  • Train your team on logging and saving recordings responsibly.

  • Review recordings regularly for training, QA, and coaching purposes.

 

Troubleshooting Common Issues

  • Recordings not saving automatically: Check if “Save by Default” is disabled. Users must manually select to save.

  • 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.