Overview

Organize recordings at scale with folders, triage rules, automations, labels, and assignees.

Organization & Workflows

Use this section to keep recordings organized at scale. Start with folders. Add triage rules and automations. Use labels and assignees to track ownership.

Jump to

Topic

Folders

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Folders

Topic

Recording triage

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Recording triage

Topic

Automations

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Automations

Topic

Labels & Assignees

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Labels

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What each feature does

Folders

Available on all plans. Private folders require Plus, Pro, or Enterprise.

Use folders to group recordings and captures. Use them for teams, customers, or priorities. Add private folders for sensitive content.

Key capabilities:

• Public and private folders

• Recording folder types (received, sent, library, live)

• Pin and archive folders

• Move recordings in bulk

Learn about folders.

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Recording triage (triage rules)

Available on Pro and Enterprise.

Use triage rules to auto-route new recordings into the right folder. Rules run in priority order. The first match wins.

Key capabilities:

• Route by source, email, country, recording type, user, and audio status

• Combine multiple conditions (all conditions must match)

• Reorder rules to control priority

• Test a rule before enabling it

Learn about recording triage.

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Automations

Available on Pro and Enterprise.

Use automations to trigger actions when something lands in a folder. This is where notifications and ticket creation happen.

Common actions:

• Email notifications

• Slack messages

• Webhooks

• Issue creation (Linear, Jira, GitHub, Trello)

Learn about automations.

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Labels & Assignees

Available on all plans.

Use labels to categorize. Use assignees to set ownership. Combine both for fast filtering and reporting.

Key capabilities:

• Custom labels with colors

• Multiple assignees per recording

• Filter views by label and assignee

• Assignment notifications

Learn about labels & assignees.

A simple recommended workflow

Recording submitted
  ↓
Triage rule routes it into a folder
  ↓
Folder automation posts to Slack / creates a ticket
  ↓
Agent labels + assigns for follow-up
  ↓
Move to a “Resolved” folder when complete