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Call Management & Attribution

Call Recording and Transcriptions
Calls Dashboard Call Recording and Transcriptions Voice Integrity for Financial Advisors SHAKEN/STIR for Financial Advisory Firms Caller ID for Financial Advisory Firms Branded Calling for Financial Advisory Firms

Call Management & Attribution

Calls Dashboard Call Recording and Transcriptions Voice Integrity for Financial Advisors SHAKEN/STIR for Financial Advisory Firms Caller ID for Financial Advisory Firms Branded Calling for Financial Advisory Firms

Call Recording and Transcriptions

* Page referenced in this article: phone numbers page.

LeadCenter.AI offers automatic call recording and transcriptions for both inbound and outbound calls. AI call transcription provides valuable tools for improving your team’s performance and productivity.

With transcriptions, you can identify areas for coaching and training, such as communication skills or product knowledge. Use these transcripts to provide targeted coaching to individual team members, helping them achieve their goals and improve overall performance.

Managing Call Recording Settings

LeadCenter allows you to control whether inbound and outbound calls are recorded and provides the flexibility to exclude specific calls based on client or account details.

To manage call recording settings:

  1. Click the Settings button in the top right corner.
  2. From the Settings popup, you can:
    • Toggle Recording for inbound calls or Recording for outbound calls to enable or disable recording.
    • Enable the Exclude from recording option to exclude specific calls based on:
      • Contact Stage
      • Client Status
      • Account Status

To subscribe to call recording and transcription services, you can enable both features from the Subscription page.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.