Add a voice profile with consent

Register a client's or staff member's voice profile and record their consent.

Where to find it

Voice › Voice profiles

Open this screen
Add a voice profile with consent: the screen on a computer

Steps

  1. In the sidebar, open Voice › Voice profiles.
  2. Press Add a voice profile.
  3. Enter the Name and choose the Type: Client or Staff.
  4. Optional: type in Link to a contact (optional) and choose the contact from the list.
  5. Tick the box confirming the person has agreed that their voice may be recorded and recognised. If someone else gave consent, enter it in Consent given by (if not the same name).
  6. Press Save with consent. If voice recognition is ready, the sample recorder opens next.

Settings on this screen

SettingWhat it doesDefault
NameThe person's name, shown on transcripts. Up to 80 characters.—
TypeClient or Staff.Client
Link to a contact (optional)Links the profile to a contact in your phone book.—
Consent given by (if not the same name)Who gave consent, when not the person named.—

Troubleshooting

"Record the person's consent before enrolling their voice."

Tick the consent box; Save with consent stays off until you do.

"A voice profile needs a name."

Enter the Name.

Tips

  • The consent record keeps who recorded it, for whom and when.

Good to know

  • Only workspace managers can add profiles.

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