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Recording Snippets - how to activate and use them

This article will tell you about recording snippets, and how to save and manage them

Written by Neea (FIN)

This feature is an add-on product and is not included in the standard subscription. If you would like to enable Recording Snippets on your account, please contact Adversus Support.

Recording Snippets lets you create a secondary recording for a lead alongside the standard call recording. They are typically used to capture specific parts of a conversation, such as order confirmations, agreements, or other key moments that need to be reviewed separately.

By isolating important sections of a call, Recording Snippets make it easier for back-office teams, administrators, and external systems to locate and review critical information without having to listen to the entire call recording.

Common use cases include:

  • Order confirmations

  • Customer agreements

  • Compliance statements

  • Verbal consent recordings

  • Documentation of important call outcomes


Campaign-based snippet settings

Recording Snippets are configured at the campaign level and can be enabled or disabled for each campaign. This allows administrators to control where snippets are available and how they are used across different campaigns.

To access the settings:

  1. Go to Settings and select Campaigns.

  2. Open the desired campaign and navigate to Recording snippets. Here, you can enable them. Specify whether they should be mandatory on Success, and set how many days the snippets should be stored before you save settings.

Require snippets on success

Campaigns can be configured to require a Recording Snippet before a lead can be saved with a successful outcome.

When this setting is enabled:

  • Agents must create a snippet before saving the lead as a success.

  • If a snippet has not been created, the lead cannot be completed successfully.

  • The agent must call the lead again and create the required snippet before saving the result.

How to use it in Dialer

  1. Start a call.

  2. Ask for permission to record whenever you feel it's appropriate during the conversation.

  3. Click on the Snippet button to start recording.


Viewing snippets in Warehouse

Accounts with Recording Snippets enabled can access snippets through Warehouse Calls. The call view includes a toggle that switches between:

  • Standard call recordings

  • Recording Snippets

When viewing snippets, the available columns and filtering options work similarly to the standard call view, making it easy to search and manage recordings.

Warehouse supports several actions for Recording Snippets:

  • Download a single snippet

  • Download multiple snippets at once

  • Delete the original recording while keeping the snippet reference

  • Export snippets to an SFTP server

When exporting snippets to an SFTP server, you can use campaign field filters to control which snippets are included in each export. This allows you to separate snippets by campaign, project, or other criteria, rather than exporting all snippets together.

Keeping the snippet even when the original recording is deleted helps preserve important historical references and documentation.


Integrations and exports

Recording Snippets can be exported for external storage or compliance purposes, depending on your account setup. They can also be accessed through supported APIs and integrations, where available.

If you would like to enable Recording Snippets on your account, please contact Adversus Support.

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