How do I set up and use pre-recorded messages?
Create and use pre-recorded messages to leave with the click of a button so your time can be spent where it has the greatest value. Available for Complete only.
Before you begin: You must be
set up as a user and be assigned the
Agent role.
This feature is available to use during a call in call queues and campaigns.
- Sign in to our GoTo desktop/ web app.
- From , click the settings gear in the top right and then click Pre-recorded audio messages.
- To add a new recording:
- Click New Message.
- Complete each field.
- Click Save when complete.
- To edit or delete an existing recording:
- Click the Recordings or Archive tab.
- Select the entry you want to edit or delete.
- Make any needed changes such as updating the tags, re-recording the audio, archiving/unarchiving the file, or deleting the file.
- Click Save when complete.
- To use a recording:
- When you are on an active call, click Soundclips in the sidecar.
- Select the recording you want to use. Archived entries will not display in the list.
- Click Play to run the recording and then continue the conversation or click Play and hang up if you want the call to end after the recording.