Overview
Each setting at the company level is a simple checkbox you turn on or off. This allows for straightforward customization of your team's phone behavior. You'll review and adjust each setting based on your workflow and compliance requirements.
Accessing the Phone Settings
Open your ProLine account.
Click the hamburger menu (☰) in the top-left corner.
Scroll down and select Company Settings
Click on the Phone tab
Phone Settings
1. Completed Call Note Prompt
Setting: Enable prompt to add a note after a call. This prompt will show up on your mobile app.
Use Case: Helpful for SDRs and/or sales representatives to make note of important insights immediately after a call.
Consideration: If this becomes disruptive or redundant for your workflow, you may want to disable it.
2. Record Outgoing Calls
Setting: Record outbound calls automatically
Use Case: Great for quality assurance, training, and reviewing client interactions.
3. Record Incoming Calls
Setting: Record inbound calls automatically
Use Case: Useful for support teams or sales to review conversations.
4. Record Alert for Incoming Calls
Setting: Play an automated alert to incoming callers letting them know the call may be recorded.
Use Case: Required in certain jurisdictions to notify the caller that the call is being recorded. If enabled, the alert is announced to incoming callers to help you comply with the call recording regulations of some states.
Example Prompt: "This call may be recorded."
Important: This alert only plays for incoming calls — there is no automated alert for outgoing calls. If your jurisdiction also requires notifying people on outbound calls, you'll need to handle that separately.
Compliance Responsibility
While the system gives you full flexibility, it’s your responsibility to comply with the legal requirements in your country, state, or province. Laws vary, and some jurisdictions require both parties to consent to recording.
Saving Your Settings
Once you've reviewed and enabled or disabled each setting as needed:
Click Save.
Your configuration will take effect immediately.
Final Tip: Regularly review these settings as your team’s needs or local regulations change to ensure you remain aligned and compliant.
Need Help?
If you encounter difficulties or have further questions, contact our support team at [email protected] or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.