Difference between revisions of "Recorded Voicemail Messages (New web)"

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(Related screens (Quick Links))
 
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'''Screen purpose:''' Create and manage reusable '''recorded messages''' for CallProof calling. CallProof dials your phone so you can record a message, then you name it and keep it for later use.
 
'''Screen purpose:''' Create and manage reusable '''recorded messages''' for CallProof calling. CallProof dials your phone so you can record a message, then you name it and keep it for later use.
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[[File:RecordedMessages.png|350px|thumb|Recorded Messages]]
  
 
* Browse your recorded messages
 
* Browse your recorded messages
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* Managers can filter by sales rep
 
* Managers can filter by sales rep
  
'''Screen title:''' Recorded Messages
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'''Screen title:''' Recorded Messages
'''Browser title:''' Recorded Messages
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'''Browser title:''' Recorded Messages
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'''Address:''' <code>/caller/msgs/</code>
 
'''Address:''' <code>/caller/msgs/</code>
  
 
'''Note:''' This is '''not''' Call History. Call History (<code>/calls/all/</code>) shows completed calls. Recorded Messages are short audio clips you create and reuse.
 
'''Note:''' This is '''not''' Call History. Call History (<code>/calls/all/</code>) shows completed calls. Recorded Messages are short audio clips you create and reuse.
  
[[File:RecordedMessages.png|300px|thumb|Recorded Messages]]
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<div style="clear:both;"></div>
 
<div style="clear:both;"></div>
  
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| Coaching / compliance.
 
| Coaching / compliance.
 
|}
 
|}
 
----
 
  
 
= Filter Recorded Messages =
 
= Filter Recorded Messages =
  
[[File:RecordedMessageFilter.png|250px|thumb|right|Recorded Message Filter]]
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[[File:RecordedMessageFilter.png|350px|thumb|right|Recorded Message Filter]]
  
 
'''Filter title:''' Recorded Message Filter
 
'''Filter title:''' Recorded Message Filter
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<div style="clear:both;"></div>
 
<div style="clear:both;"></div>
 
----
 
  
 
= Record a new message =
 
= Record a new message =
  
[[File:RecordNewMessage.png|250px|thumb|right|Record Message popup]]
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[[File:RecordNewMessage.png|350px|thumb|right|Record Message popup]]
  
 
'''Popup title:''' Record Message
 
'''Popup title:''' Record Message
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<div style="clear:both;"></div>
 
<div style="clear:both;"></div>
 
----
 
  
 
= Edit / listen to a recorded message =
 
= Edit / listen to a recorded message =
  
[[File:UpdateRecordedMessage.png|250px|thumb|right|Update Recorded Message]]
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[[File:UpdateRecordedMessage.png|350px|thumb|right|Update Recorded Message]]
  
 
'''Popup title:''' Update Recorded Message
 
'''Popup title:''' Update Recorded Message
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<div style="clear:both;"></div>
 
<div style="clear:both;"></div>
 
----
 
  
 
= Delete a recorded message =
 
= Delete a recorded message =
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* Delete removes the message from the active list (soft delete).
 
* Delete removes the message from the active list (soft delete).
 
* You cannot recover it from this screen after deleting.
 
* You cannot recover it from this screen after deleting.
 
----
 
  
 
= Related screens (Quick Links) =
 
= Related screens (Quick Links) =
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| Text templates (separate from recorded audio).
 
| Text templates (separate from recorded audio).
 
|}
 
|}
 
----
 
  
 
= Typical workflow =
 
= Typical workflow =
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# Use the named message later when placing CallProof calls.
 
# Use the named message later when placing CallProof calls.
 
# Managers: filter by Rep to review team recordings.
 
# Managers: filter by Rep to review team recordings.
 
----
 
  
 
= Tips and important notes =
 
= Tips and important notes =

Latest revision as of 08:13, 27 July 2026

Path: Callproof Support - New Website - Communication Menu - Recorded Voicemail Messages (New web)

Recorded Messages

Screen purpose: Create and manage reusable recorded messages for CallProof calling. CallProof dials your phone so you can record a message, then you name it and keep it for later use.

Recorded Messages
  • Browse your recorded messages
  • Record a new message by phone
  • Rename and listen to a message
  • Delete messages you no longer need
  • Managers can filter by sales rep

Screen title: Recorded Messages

Browser title: Recorded Messages

Address: /caller/msgs/

Note: This is not Call History. Call History (/calls/all/) shows completed calls. Recorded Messages are short audio clips you create and reuse.


How to open Recorded Messages

Option A — Quick Links

  1. Sign in to CallProof.
  2. Open a Calls / Caller screen that includes Quick Links.
  3. Click Recorded Messages.

Option B — Direct address

  1. Go to your CallProof site and add /caller/msgs/.
  2. Press Enter.

Permissions and requirements

  • You must be signed in.
  • Your company must have Twilio / recorded calling enabled. If it is inactive, CallProof may redirect you away with Recorded messages inactive / Recorded calling inactive.
  • Reps usually see only their own messages.
  • Managers can see company messages and filter by Rep.
  • To Record New Message, you also need:
    • An active Caller ID
    • A usable phone number on that Caller ID
    • A Default Phone set on your user profile

What you see on the screen

Header

  • Recorded Messages title
  • Record New Message button
  • Quick Links — Accounts · Autotext · Recorded Calls · Recorded Messages · Caller ID · Phone Numbers · Call Results
  • Filter (funnel) — Recorded Message Filter

Table columns

Column What it shows
Sales Rep Who recorded the message (shown for managers)
Name The label you gave the message (or Name not found if unnamed)
Recorded When the message was created
Actions Edit (rename / listen) · Delete

If nothing matches the filter, the table shows: No recorded messages found.

Why Recorded Messages matter

Action Purpose When to use it
Record New Message Create a reusable audio clip by phone. Leave a consistent voicemail-style message or greeting.
Name the message Make the clip easy to find later. After recording finishes.
Edit / listen Confirm audio quality and rename. Before using a message on calls.
Delete Soft-remove old or unused clips. Cleanup.
Filter by Rep Managers review team recordings. Coaching / compliance.

Filter Recorded Messages

Recorded Message Filter

Filter title: Recorded Message Filter

Field Notes
Sort Date Added · Rev Date Added (newest first is the usual default)
Rep Managers / market managers — limit the list to one sales rep

Steps

  1. Click the Filter (funnel) icon.
  2. Choose Sort and (if available) Rep.
  3. Click Apply Filters / search.
  4. Click Clear Filters to reset and refresh the list.

Record a new message

Record Message popup

Popup title: Record Message

Steps

  1. On Recorded Messages, click Record New Message.
  2. Read the prompt: Click "Call Now" to call the number below and record a message.
  3. Confirm the Call number shown is your phone.
  4. Click Call Now.
  5. Answer the call and record your message when prompted.
  6. Return to Recorded Messages and Edit the new row to give it a clear Name (required, up to 64 characters).
  7. Play the audio in the edit popup to confirm it sounds right.

What happens behind the scenes (for users)

  • CallProof places a call to your default phone.
  • A new Recorded Message row is created with status starting as initializing / calling.
  • After the call ends, audio becomes available when the recording URL is ready.
  • Until you name it, the list may show Name not found.

If Call Now fails

Message / result What to do
Caller ID not active Set up Caller ID under Quick Links → Caller ID.
Cannot find your phone number / unverified number Fix the phone on Caller ID / profile.
Default phone not set Open your user profile and set a default phone.
Recorded calling inactive Ask a manager to enable Twilio calling for your company.

Edit / listen to a recorded message

Update Recorded Message

Popup title: Update Recorded Message

Steps

  1. Find the message in the list.
  2. Click the Edit (pencil) icon.
  3. Enter or change the Name.
  4. Listen with the audio player (or note Audio not available if recording is not ready).
  5. Save.
  6. Success message: Recorded message saved successfully.

Good to know

  • Name is required.
  • Max length is 64 characters.
  • If the message has no name yet, the popup prompts: Please name your recorded message:

Delete a recorded message

Steps

  1. Click the trash icon on the row.
  2. Confirm delete in the confirmation popup.
  3. Success message: Recorded message deleted successfully.
  4. The list refreshes.

Good to know

  • Delete removes the message from the active list (soft delete).
  • You cannot recover it from this screen after deleting.

Related screens (Quick Links)

Link Address Purpose
Accounts /contacts/ Find people/accounts to call.
Recorded Calls / Call History /calls/all/ Review completed call history and call recordings.
Caller ID /caller/callerid/new/ Activate the number used when recording/calling.
Phone Numbers /phone_numbers/ Manage CallProof phone numbers.
Call Results /call_results/ Manage call outcome labels.
Autotext /autotext/ Text templates (separate from recorded audio).

Typical workflow

  1. Confirm Twilio calling, Caller ID, and Default Phone are set.
  2. Open /caller/msgs/.
  3. Click Record New MessageCall Now.
  4. Answer your phone and record the message.
  5. Edit the new row → give it a clear name → listen to confirm.
  6. Use the named message later when placing CallProof calls.
  7. Managers: filter by Rep to review team recordings.

Tips and important notes

  • Recorded Messages = reusable clips you create. Recorded Calls / Call History = logs of actual calls.
  • Name every message after recording — unnamed rows are harder to find and may show Name not found.
  • Audio may say Audio not available until the recording finishes processing.
  • Default sort is usually newest first (Rev Date Added).
  • Managers see a Sales Rep column and a Rep filter; reps typically see only their own messages.
  • If the company does not have recorded calling enabled, this screen will not work.

Need help?

  • No messages found: clear filters, or record a new message
  • Cannot record: check Caller ID, Default Phone, and Twilio / recorded calling
  • Call Now toast says initializing, but no call arrives: confirm your default phone number is correct and reachable
  • Cannot rename: enter a non-empty Name (max 64 characters)
  • Audio missing: wait for processing, then reopen Edit
  • Other issues: email support@callproof.com