How to set up and listen to voicemails

Voicemail - Easily receive voicemail messages from callers

Voicemails let you set up a custom voice greeting that callers hear before leaving a message. Decide whether to direct calls straight to voicemail or when there's no answer. The recorded messages are saved in your call tracking account for you to review.

• Capture Missed Opportunities: Voicemail is your safety net for capturing important calls and potential leads, even when you can’t answer the phone right away.
• Collect Lead Information: Voicemails allow callers to leave contact details and specific inquiries, facilitating the collection of valuable lead information.
• After-Hours Lead Management: Perfect for handling leads after regular hours, ensuring accessibility around the clock.

Set up Voicemails

Step 1. Go to Tracking > Call Flows and click on the '+ Add' symbol to start a new call flow.

Otherwise, click on the call flow you want to add a voicemail to.

Step 2. Click on the '+' button below the Dial destination and select the 'Voice Mail' routing option.

Step 3. You have the option to choose the default system audio which will play to callers or upload your own media file through the Media Library.

Listen to voicemails

Step 1. In order to access your voicemail, you have to go to Activity > Calls.

Step 2. You can listen to your voicemails under the 'Recording' column. Use the recording player at the bottom right of the screen to download, link to, or speed up your recordings.

Create easy access to your voicemails

If you regularly get voicemails, you may want to set up a 'Voicemail' view for quick access. To do so:

Step 1. Filter your 'All Calls' view.

Step 2. Click on 'Save as'.

Step 3. Name your view (e.g. Voicemail Recordings) and hit 'Save'.

And you're good to go! Now you can effortlessly access all your voicemails without the need for additional filtering.

Updated on: 01/08/2025