ServiceForge

Calls are not recorded by default, but you can request call-recording anytime at no extra charge.

Log in, select Manage &gt; Settings, scroll to Call Recording, and toggle it on.

This sends a request to your Client Account Manager.

Enable or disable for each sub-account individually.

- Log in, select Manage &gt; Settings, scroll to Call Recording, and toggle it on.
- This sends a request to your Client Account Manager.
- Enable or disable for each sub-account individually.

Remember: We're required by law to inform callers when recording is enabled.

Listen back - learn more about your calls and grow.

Call Recording

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Call Recording

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