Unify Dialer: Call Recording & Compliance
Learn how Unify Dialer handles call recording, transcription, calling-hour indicators, call-frequency safeguards, and number reputation.
You are responsible for making sure your use of call recording and dialing follows all laws and regulations that apply to you and to the people you call, including consent and notification requirements.
Unify does not provide legal advice. If you are unsure what applies, talk to your legal team before recording calls.
Recording and Transcription
Recording settings: Admins can turn call recording on or off in Settings → Dialer based on your team’s policy.
Transcripts: Calls are transcribed based on your team’s recording settings.
Storage: When transcription is enabled, the transcript is saved to the call activity.
Call Details
When recording is enabled, the recording and transcript are attached to the call activity in Unify.
The call activity, outcome, transcript, and recording also sync back to Salesforce or HubSpot where applicable.
Safeguards for Reps
Calling-hour indicator: If a rep places a call outside 8am–9pm in the prospect’s local time, Unify shows an after-hours indicator on the prospect card so the rep can decide whether to continue.
Call-frequency safeguard: Unify warns reps after the third call to the same person in one day.
Number Reputation
New numbers start with a baseline reputation and typically ramp over the first 1–2 weeks of use. As numbers warm up, connect rates can improve.