> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Review recordings and transcripts

> Record your calls, read the transcript, get an AI call summary, and comment on the exact moment that matters.

Record a call and Salesfinity turns it into a transcript you can search, replay and comment on.
That makes it easy to coach a rep, share a great call, or check what a prospect really said.

<Note>
  Call recording, transcripts and comments are available on every plan. Call recording is subject
  to the terms you accept when you turn it on, and to the recording laws where you and your
  prospects are.
</Note>

## Turn on call recording

<Steps>
  <Step title="Open your dialer preferences">
    On the **Dialer** page, click **Preferences**.
  </Step>

  <Step title="Switch on recording">
    Turn on **Call Recording (Terms Apply)**.
  </Step>

  <Step title="Pick what to record">
    Under **Recording Track**, choose **Both sides** to record you and the prospect, or
    **One Side (SDR)** to record only your side.
  </Step>
</Steps>

Admins can set recording for the whole team in **Settings** › **People**. In the **Record calls**
column, pick **Optional**, **Mandatory** or **Off** for each member. The **Recording track** column
can lock which side is recorded. A locked setting shows as grayed out in the rep's preferences.

<Tip>
  Choose **Both sides** if you want call scoring and Nurture AI to work well. They read the
  transcript, and a one-sided transcript misses everything the prospect said.
</Tip>

## Get the transcript

You don't need to do anything. When a recorded call ends, Salesfinity transcribes it in the
background and splits it into turns for you and the prospect, each with a timestamp.

To read it, open the call from [Call history](/calls/call-history) and pick the **Transcript** tab.

* Type in **Search transcript...** to find a word. Use the arrows to jump between matches.
* Click a line to play the recording from that moment.

## Add an AI call summary to your notes

While you log a call in the dialer, click **Generate** next to the call note. Salesfinity writes a
short summary from the transcript and adds it below anything you already typed. It never replaces
your own notes.

To get a summary on every call, turn on **Automatic AI Summary** in **Preferences**. Admins can
set it for the team in the **Automatic AI summary** column under **Settings** › **People**.

<Info>
  The button reads **Waiting for transcript** until the transcript is ready. Calls that weren't
  recorded don't get a summary.
</Info>

## Comment on a moment

Comments keep coaching next to the words it is about.

<Steps>
  <Step title="Find the moment">
    Open the **Transcript** tab and hover over the line you want to talk about.
  </Step>

  <Step title="Leave a comment">
    Click **Comment on this moment**, type your note, and post it. Type **@** and a name to
    mention a teammate.
  </Step>

  <Step title="Your teammate gets notified">
    The rep who made the call gets an in-app notification, and so does anyone you mention. The
    notification opens the recording at that exact second.
  </Step>
</Steps>

Comments also show as markers on the recording's timeline. The **Comments** tab lists them all, and
you can reply to a comment to keep the thread together. You can also leave a general comment on
the whole call from the **Comments** tab.

## Share a call outside your team

Click the share icon on the recording player in **Call details**. Then click **Create link**.
Anyone with that link can view the call without a Salesfinity account.

To stop sharing, open the same dialog and revoke the link. The old link stops working right away
and can't be restored. Sharing again creates a new link.

<Warning>
  A share link works for anyone who has it. Only share calls you are allowed to share, and revoke
  the link when you're done.
</Warning>

## Next steps

<CardGroup cols={2}>
  <Card title="Score calls with your team's rubric" icon="clipboard-check" href="/calls/call-scoring">
    Turn every answered call into a scorecard your reps can learn from.
  </Card>

  <Card title="Follow up with Nurture AI" icon="calendar-check" href="/calls/nurture-ai">
    Let AI read the transcript and pick the right day to call back.
  </Card>

  <Card title="Find any call in Call history" icon="magnifying-glass" href="/calls/call-history">
    Search and filter every call your team made.
  </Card>
</CardGroup>


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