How to Enable Call Recording, Transcription, and AI Summary in Saleshandy

Hello there, Saleshandy users!

Sales calls are full of signals: objections raised, pain points mentioned, follow-ups promised. But when you're in the middle of a conversation, you can't capture everything. That's why call recording paired with AI-generated summaries is one of the most valuable tools a sales rep or manager can have.

Saleshandy handles both automatically. Here's how it works and how to get the most out of it.

You don't need to toggle recording on for every call. In Saleshandy, call recording is enabled by default for each phone number you've purchased. It works for both outgoing and incoming connected calls.

If you need to disable it for a specific number — for example, in a region where recording laws require explicit opt-in — you can turn it off from that number's settings.

Compliance is built in. When recording is active, Saleshandy plays an automated audio message at the start of the call: "This call is being recorded." This applies to both directions of the call, whether you're calling the prospect or they're calling you.

You don't need to say it yourself. The disclosure happens automatically.

After a call ends, the recording is accessible in three places:

Call Logs — your central history of all calls, searchable and filterable

Task Detail page — if the call was made from a task within a sequence. Hover to ‘Tasks’ in the left navigation bar and open any Call tasks.

Prospect Profile — so all call history for a contact stays in one place. Click on ‘CRM’ in the navigation bar to the left.

Each location gives you access to the audio player, the transcript, and the AI Summary.

After a call ends, the Call Completion modal will show: "Recording and transcription will be available shortly." Processing typically takes a few minutes. Once ready, the AI Summary appears alongside the transcript.

The summary is structured into two sections:

This structure makes it easy to scan after a call and act without re-listening to the entire recording.

From the Call Log Detail page, you can download both the audio recording and the full text transcript.

This is useful for:

You can edit your call notes from the Call Completion modal or the Call Log Detail page, useful for adding context that didn't come up in conversation or correcting what was logged.

The AI Summary itself is auto-generated and fixed. You can read it, copy from it, and act on it, but it cannot be manually edited. If you need a customized version, copy the relevant sections into your notes.

Who can see what depends on role settings:

If you manage a team and want to use recordings for coaching, verify that your admin permissions are set up correctly before a coaching session.

Call recording and AI summaries aren't just admin features; they're a direct input into how well your team learns, improves, and follows through. With Saleshandy, it's all automatic from the moment you make a call.
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