Why are my CRM calls not showing up in coaching?
Download MarkdownAnswered calls from your CRM mirror into coaching automatically only when recording and transcription are both turned on in your CRM. Turn both on so calls arrive with a recording and a transcript ready to score.
Answered calls from your CRM mirror into coaching automatically only when recording and transcription are both turned on in your CRM. Turn both on so calls arrive with a recording and a transcript ready to score.
Recordings can also arrive late. When your CRM publishes one after the fact, the platform retries in a five-minute window and a daily sweep re-checks the last 48 hours, so the call fills itself in. If a transcript is still missing but a recording exists, turn on Transcribe eligible recordings in Coaching -> Settings and the platform transcribes it for you.
These settings apply going forward; turning transcription on today does not retroactively transcribe calls made while it was off.
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