Call Recording & Transcription with Smith.ai

Justin Maxwell Updated by Justin Maxwell

While Smith.ai summarizes calls to do most of the work for you, sometimes you want the details. For those scenarios, Smith.ai offers call recording, transcription, and search of your call transcripts.

Call recordings (and thus the transcripts) automatically mask PII such as credit card numbers, CVV, birthdays, and social security numbers. This redaction is automatic and cannot be disabled. Therefore we do not (and cannot) access it.

Enabling/Disabling Call Recording

Navigate to VR Dashboard → Call Handling. From there, you can toggle call recording on (or off). To do so, you must expressly consent to terms and conditions of use.

Enabling Call Recording by clicking a checkbox

Accessing Call Recordings and Transcripts

Call recordings & transcripts are available in the detail view of any call from within your dashboard.

Conveniently, links to each summary and transcript are provided at the bottom of every call summary.

Downloading Recordings

Recordings are only kept in the Smith.ai system for 90 days. Therefore, if you need to store it for longer, you can download it using the "download" button to the right of the volume control in the interface:

Searching Transcripts

All transcripts of recorded calls from the date of activation are searchable. Simply click the "Search Transcripts 🔍" link above your calls

Type the search string, then hit enter (we'll have auto-suggest soon! Just not yet...)

If you find what you're looking for, click the search result, and it will load the full transcript

Recording & Transcript Retention

Call recordings and transcripts are only kept on the Smith.ai system for 90 days.

Get access to 24/7 call recording & transcription today!

If you're a Smith.ai client interested in adding call recording and transcription to your service, simply log into your dashboard and activate it. Call recording can be added to a virtual receptionist plan for $0.25/call/mo and to an outreach campaign plan for $0.125/call/mo. 

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Best practices for Using CallRail with Smith.ai

Essential Plan: How to Update Your Account

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