If your reps are using Groove Dialer today, you can now have them record their phone calls for your training and coaching purposes. You can also feed call recordings to call analytics tools like ExecVision, Chorus or Gong!
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  1. Call Recording Set Up
  2. How to Access and Download Recordings?
  3. Call Recording Compliance

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Call Recording Set Up

Groove Setup

Call recording can be activated on a per-user basis by the Groove admin, by choosing one of the three options below: 

  • Enforce Call Recording: Call recording is enforced for every call a user makes (besides for calls made to states with two-party consent laws).
  • Enable Optional Call Recording: User can turn call recording on/off 
  • Disable Call Recording: Call recording is deactivated for the user/s
  • Check out how your users interact with call recording here.

A Groove admin can update call recording settings for a user by following the directions below:

  1. Go here.
  2. Select one or multiple users to update their Call Recording Settings.
  3. Click the "Actions" button and click "Call Recording Settings"

Salesforce Setup

When a call is recorded, Groove stores the URL of the call record internally, so it can be replayed from Groove's call analytics page. 

Alternatively, you can create a field in Salesforce called "Call Recording URL" on the Task object so Groove will automatically save the URL of the call record in that field after the user created a call log in Salesforce (using Groove Dialer).  The API name must be "call_recording_url__c" and the field type must be "URL"; the respective user must also have read/write permissions to the field.
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How to Access and Download Recordings?

From Groove

You can find and play your recorded calls from your Groove Call Analytics, within the Call Log at the bottom, as shown below:

Note: Users can access their own recordings, and analysts, team leads, and admins can access the recordings of everyone whose analytics they can view.

Download your recordings from Groove by:

  1. Clicking the play button
  2. Clicking the 3 vertical dots on the recording
  3. Clicking download

From Salesforce

You can also access your recorded calls from Salesforce, if the Salesforce setup above has been completed.

The recordings will show up on each logged call as a clickable link on the Activity.

Download your recordings from Salesforce by:

  1. Clicking the recordings URL in the comments section of the Activity
  2. Clicking the 3 vertical dots on the recording
  3. Clicking download

Groove will delete call recordings after 30 days automatically. That way you don't have to worry about accruing costs for call recordings. If you wish to keep call recordings on file, we recommend you store the call in a dedicated repository.
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Call Recording Compliance

Groove does not record calls made into states and countries that have what's known as two-party consent laws. Make sure that all users are aware of regulations that apply in the respective country or US state. There are a number of states that require two-party consent, in which both parties to the call need to agree to the recording. This is:

  • Prior verbal (oral) or written notification of all parties to the telephone conversation.
  • Verbal (oral) notification before the recording is made. This is the most commonly used type.

States and countries that have two-party consent laws:

USA

California, Connecticut, Florida, Hawaii, Illinois, Maryland, Massachusetts, Michigan, Montana, Nevada, New Hampshire, Pennsylvania, Washington

Canada
Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territorie, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Quebec, Saskatchewan, Yukon, Non-Geographic, Other Canada Area codes: ‘600’, ‘622’

Other Countries

Australia, Austria, Belgium, Bulgaria, Croatia, Cyprus, CzechRepublic, Denmark, Estonia, Finland, France, Gibraltar, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland
Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, United Kingdom

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