Save call recordings with contact context to cloud storage

Your call recordings often stay in telephony unlinked to client records, leaving advisors without context for follow-up. Save recordings with smart filenames and contact context within minutes.

Overview

When call audio sits disconnected from client records, advisors lose context and follow-ups stall. This flow captures recordings, names them by contact or number, and stores them in your shared drive so advisors and compliance can retrieve the right file within minutes.