In this article, you will learn how to enable call recording while using Workiz Phone.
Workiz Phone is a one-of-a-kind phone system built right into the software that was designed with service businesses in mind. It allows you to answer incoming calls and make outgoing calls with just one click. It also allows you to record calls that take place between your team and your clients.
Call recording is set up by default when using the Workiz dialer, but Workiz includes a few additional features to ensure that every call your company encounters is logged and recorded: Call flows and call masking.
Enabling call recording for call flows
From the navigation bar, select Settings > Settings
Under Calls & Texts, select Call Flows
Select the call flow you want to enable call recording for
From the Basic info sidebar, turn the toggle switch ON (green) for Record call flow
Select Save
Select Save call flow
To learn more about creating a basic call flow, please see this article.
Enabling call recording for call masking
From the navigation bar, select Settings > Settings
Under Calls & Texts, select Call masking
Expand the section for Record calls and select Record tech calls
To learn more about setting up call masking, please see this article.
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