Note for Enhanced Records accounts: This article references the Sales Enablement Visible permission. This does not apply to your account. You can check your account's subscription package on the Subscription page.
This article explains how to play a pre-recorded message during a call using the Phone Dialer in AMS+. You might use this to play a Medicare disclaimer or to notify the caller that the conversation is being recorded.
For more on using VoIP features in AMS+, including training and related resources, see this feature overview.
Requirements
- Your agency’s AMS+ account must be subscribed to the Elevate package.
- Your agency’s AMS+ account must have at least one VoIP phone number. Learn more.
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to a Security Group with the Sales Enablement Visible permission.
- You must have at least one voice recording set up and marked as a playable recording.
- To create playable recordings, see How to set up playable recordings for VoIP in AMS+.
Play a pre-recorded message
You can play a pre-recorded message at any time during the call. If you're creating messages for this purpose, see How to create voice recordings for VoIP in AMS+.
- While on a call, select the Play Recording button in the Phone Dialer interface.
- Choose the recording you want to play from the dropdown.
- Select the Play button.
- The recording will begin playing for the other party and is also included in the call recording
- Recordings will automatically stop after 2 minutes and 30 seconds
- To stop playback early, select the Stop button.