1
Enable Call Recording
Open the agent’s Realtime Voice settings and toggle Record calls to Enabled.
2
Review the Recording Disclaimer
Enter the message that callers must hear at the beginning of every recorded call. The field is required while recording is enabled.VIVI provides this default disclaimer:
This call will be recorded. If you do not agree to being recorded, please hang up now.
3
Test the Opening
Place a test call and confirm that the disclaimer plays in full before the greeting or any other agent speech.
Inspecting Recordings
You can inspect recordings from Real Time or from Conversations inside Insights.Real Time
- Navigate to Insights > Real Time.
- Select the agent, then open the Phone Calls tab.
- Find the call and review its status in the Recording column.
- Open the available recording to play it. You can also download the WAV file or create a time-limited sharing link.
Conversations
- Navigate to Insights > Conversations.
- Find and open the recorded phone conversation.
- Use the recording controls in the conversation details to play, download, or share the available recording.
When to Use
Call Recording is best for calls where you need a verifiable record — not something to turn on by default for every agent. Good use cases:- Quality assurance, dispute resolution, or agent performance review
- Regulated environments where call recording is required or expected
- Identifying prompt or knowledge base gaps by reviewing real conversations
- Jurisdictions or use cases where recording isn’t permitted or consented to
- Calls handling highly sensitive personal or payment information, unless your compliance review explicitly allows it
- Any setup where you can’t reliably deliver the disclosure before conversation content is recorded
Best Practices
The Recording disclaimer field controls the protected disclosure at the beginning of the call. The agent’s main prompt controls what happens after that disclosure. Keep these responsibilities separate so the notice is spoken once, in the correct order.- Put the recording notice in the dedicated Recording disclaimer field, not the main prompt.
- Use direct language that clearly tells the caller the call is being recorded, and keep it short enough to understand before the conversation begins.
- Make the prompt’s normal greeting sound natural immediately after the disclaimer, without repeating or summarizing it.
- Keep the greeting, promotional copy, menu options, and account information out of the disclaimer itself.
- Define what the agent should do if a caller objects to being recorded, using only alternatives your organization and channel actually support.
- The Record calls setting — not prompt logic or caller details — controls whether recording is active.
- Test the complete opening on every assigned Phone, SIP, and Five9 channel.
- Review the exact disclaimer and call flow with your legal or compliance team — enabling recording or using the default disclaimer doesn’t by itself satisfy every legal, regulatory, or organizational requirement.

