This is the most sensitive thing the product does, so it gets its own section rather than a line in a list.
A sales representative using Sales Coach can record a sales conversation so it can be transcribed and coached afterwards.
- It only records when a person starts it. There is no ambient or automatic listening. Recording begins when the representative presses record, is visible on screen while it runs, and ends when they stop it.
- The other person's voice is in the recording. A sales conversation has two sides, and the prospect is audible in the audio and named in nothing. Representatives are responsible for recording lawfully where they work — in some places that means telling the other party, and in some it means asking them.
- Who can hear it:the representative who recorded it, and managers at their own company. Peers cannot hear each other's recordings, and neither can anyone at another company. This is enforced by database policy, not by screen design.
- What we derive from it: a transcript, a per-conversation score across a fixed set of skills, and coaching notes. Those are what the product is for; the audio itself is kept so a representative can listen back.
- How long we keep the audio:we keep each representative's twenty most recent recordings. A job runs every night and deletes the audio of anything older than that. The transcript, the score and the coaching notes are kept — we drop the recording, not the coaching.
- Recordings that are kept longer: a representative or a manager can press Save on a recording. A saved recording is exempt from the nightly deletion and is kept until it is removed.
- Deleting one: a manager or an administrator at your company can have a specific recording removed from our servers. A representative cannot remove their own — a recording is a record of how a call was handled, and the person it is about is not the person who decides whether it is kept. Deleting a recording removes the audio; the transcript and the scores stay.
- The copy on the phone: a representative can delete a recording from their own device before it is uploaded, and once it has uploaded that copy on the phone is removed automatically.
- If you are the person who was recorded:you will not have an account here, so use the contact route in “Retention and deletion” below and we will act on it.