Save call recordings and voicemails to client folder
Save call recordings and voicemails to client folder
Unarchived call recordings and voicemails in your inbox cause compliance gaps and slow follow-up. Saved, timestamped files land in a client folder for same-day review and audit.
Overview
When call recordings sit unarchived in your inbox, compliance reviews and client follow-up slow down. This flow captures, timestamps, and files those recordings into a central client folder so advisors and compliance can act same day.