An accurate record of every conversation
Resolve disputes and manage staff performance with clear records of all of your firm’s calls and SMS.
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A clear understanding of what’s been said
Records lets you view your firm’s call and SMS history. See who messaged or called, when, and for how long, plus find any linked notes or recordings. Filters make it easy to find specific clients or staff interactions in seconds. Accurate data protects your firm if disputes or disagreements arise.
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Frequently asked questions
To ensure an accurate log of all calls and SMS messages made in your firm, we do not allow records to be deleted. This ensures compliance, reduces risk and means that every conversation is tracked.
Your records will always be accessible as long as you have a VXT account. If you plan on leaving VXT at any point, you can export your records to ensure you have an accurate log of all communications.
Records includes a log of all calls and SMS messages from your firm, made easy to sort, organize and filter so you can find important calls quickly.
Call records include:
- Time of the call
- Type of call (inbound vs outbound)
- Duration of the call
- Participants of the call
- Call recording, notes and transcriptions if applicable.
Important to note, Records does not provide access to internal user-to-user messages or messages in voicemail-only inboxes.
Access to records is restricted to admin-only users. You can access your firm's records through the Admin tab in your VXT dashboard.
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