How Call Recording and Transcription Work in 3 Steps

Step 1_ Turn On Recording Once, Capture Every Call Forever

Toggle on call recording in Advanced Settings, and every conversation your AI handles will be automatically documented. No need to remember to press record before essential calls, no scrambling to take notes during conversations, no gaps in your documentation.

With recording enabled, your team gains a reliable, time-stamped history of customer interactions. It becomes easier to verify details, compare past conversations, and maintain consistency across projects and follow-ups.

Step 2_ Pull Up Any Conversation in Seconds

Customer disputes a quote from last month? Pull up the exact recorded call, hit play, and hear what was actually said. Need to reference a previous conversation? Read the call transcription with Agent and Caller labels showing who said what. Transcripts include a clear, line-by-line structure, making it easy to follow the conversation and understand the flow without re-listening to the call.

This gives your team instant clarity, even on long or complex calls. You can confirm commitments, verify instructions, and eliminate back-and-forth by relying on the exact conversation – not assumptions.

Step 3_ Choose How to Review Based on What You Need

Listen to the audio recording when tone, intent, or context matter. Read the transcript when you need specific quotes quickly or want a clear, line-by-line view of the conversation.

Use Smart call analysis for instant insights without reviewing the full call. This helps your team understand key points faster, spot concerns early, and act with confidence on accurate information.

How Call Recording and Transcription Solve
Your Business Problems

Resolve Disputes Instantly

Resolve Disputes With Written Proof

When a customer questions pricing, scope, or timelines, unclear recollection leads to unnecessary conflict. Welco provides an objective record of every call, so you can show exactly what was agreed, review prior discussions in context, and quickly settle disputes with factual, time‑stamped conversations.

Train Staff With Real Examples

Train Staff With Real Call Examples

Role-play exercises don’t reflect real customer behavior. With Welco, new team members can listen to actual calls to learn how customers speak, what questions they ask, and how experienced staff handle requests. This shortens ramp-up time and improves consistency across your team.

Stop Relying on Memory and Notes

Never Lose Important Details Again

Notes miss details and memory fades—especially across busy days. Welco keeps a complete transcript of every call, making it easy to revisit customer preferences, follow-up commitments, and project instructions without relying on handwritten notes or guesswork.

What Businesses Say About Call Recording and Transcription

We used to have at least two customer disputes per month about what electrical work was quoted over the phone. ‘You said this price for panel upgrades,’ ‘No, we said that’—it was exhausting and hurt our reputation. With Welco, we simply pull up the call transcript and share the exact conversation. Disputes now get resolved in one email instead of dragging on for days.

Alex Turner

Alex Turner

Owner, BrightLine Electrical

Training new restaurant hostesses used to take three weeks of shadowing and constant corrections. Now, with Welco’s recorded reservation calls, they can hear exactly how experienced staff handle menu questions, large party bookings, and difficult customers. New hires are phone-ready in under a week because they’re learning from real conversations, not theoretical scripts.

Nina Patel

Nina Patel

General Manager, Riverside Bistro

I thought I knew what my landscaping customers wanted until I started reviewing transcripts inside Welco. Half of them were asking about lawn maintenance services and seasonal packages we rarely mentioned. Welco’s AI call analysis highlighted patterns we completely missed—now we address common concerns upfront, and our conversion rate has noticeably improved.

Carlos Ramirez

Carlos Ramirez

Operations Director, Evergreen Outdoor Services

Welco Integrates Seamlessly with Your Business Tools

Connect Welco’s call recording and transcription with your CRM and business apps. Recorded calls and transcripts sync automatically to customer records in your system. Call recordings appear alongside contact details, transcribed conversations log to opportunity notes, and AI call insights populate your database in real-time without manual file transfers.

Industries That Need Call Recording and Transcription

Financial Advisors

Financial Advisors 

Clients dispute what investment strategies were discussed during planning calls. Compliance audits require documentation of every recommendation made over the phone. Without call recordings, financial practices face regulatory violations and client disputes with no proof of proper disclosures. Welco’s automatic call recording captures every client conversation with searchable transcripts for compliance documentation. This protects your firm and keeps every discussion clearly documented.

Patients claim they weren’t informed about treatment costs or the risks of the procedure. Insurance disputes arise about what services were pre-approved during phone authorizations. Front desk staff handle multiple tasks simultaneously—details get missed or forgotten. Without recorded calls, dental practices face patient complaints and insurance denials. Welco’s call transcription automatically documents every treatment discussion, insurance authorization, and cost estimate.

Mortgage Brokers

Mortgage Brokers

Borrowers dispute the loan terms discussed during application calls. Compliance officers question whether required disclosures were adequately explained over the phone. Loan officers process multiple applications daily and can’t remember every detail from conversations two weeks ago. Welco’s call recording captures every loan discussion, with searchable transcripts that show which rates were quoted and which closing costs were disclosed.

Home Inspection Companies

Home Inspection Companies

Homeowners claim inspectors missed issues that were supposedly mentioned on the phone. Real estate agents dispute what findings were communicated during post-inspection calls. Inspectors complete multiple properties daily and can’t recall every detail discussed with different clients. Welco’s automatic transcription documents every findings discussion, safety concern, and recommendation made over the phone for liability protection.

Catering Companies

Catering Companies

Clients claim they ordered different menu items or quantities than what’s documented. Disputes arise about dietary restrictions, serving times, or setup requirements discussed during planning calls. Catering managers juggle multiple events and can’t remember specific details from conversations weeks before events. Welco’s call transcription captures every menu selection, guest count change, and special request mentioned during planning conversations.

Pest Control Services

Pest Control Companies

Customers claim they weren’t told about treatment limitations or re-treatment policies during initial calls. Disputes arise about what areas were covered under the service guarantees discussed over the phone. Technicians complete dozens of treatments weekly and can’t recall specific details from scheduling conversations. Welco’s call recording captures every service discussion, treatment explanation, and guarantee term mentioned during booking calls.

Not listed above? Browse the full list.

Every Call Holds Value. Don’t Let It Slip Away

A forgotten detail here. A misunderstood quote there. One unresolved dispute too many. Welco turns every conversation into crystal-clear transcripts and AI-powered insights, so nothing is lost, questioned, or misremembered. Your calls become assets—not risks.

Frequently Asked Questions About Call Recording and Transcription

Can I download recordings or transcripts?

Yes. Welco allows you to export summaries and transcripts directly from your dashboard. You can commonly use this for training, quality assurance, legal documentation, and long-term record keeping.

Does Welco AI summarize calls so I don’t have to read full transcripts?

Can I export transcripts to a document or PDF?

Does Welco support multilingual transcripts?

How does Welco protect sensitive customer information?

How long are recordings stored? Can I extend retention?