Choose the recording setup
Set Default recording at https://app.message.com/settings/phones/call-handling. Review individual extension and number overrides before expecting all calls to be recorded.
Prepare the caller experience
Use the appropriate greeting and consent process for your business. Do not assume a default announcement meets every requirement. Confirm the workflow with your organization before enabling it.
Check access and retention
Recording and transcript retention are configured separately at https://app.message.com/settings/phones/general. Check the current values and authorized access to the call. Do not assume a deleted recording is recoverable.
Test a call
Use a test call to verify the announcement, recording, playback and associated conversation. If something is missing, record the call ID and time for support.
Keep going
Put the next step into practice, or ask us about your setup.