First step would be to create a CallScaler account (takes 30 seconds) and get your first phone number on us.
Next, you'll need to get a phone number to use for business call tracking. Your first number is completely free. You can also port in your phone number to our platform if you'd like.
Your next move would be to create a call flow to attach to your number. A call flow is basically a sequence of actions that you configure to happen when someone calls your CallScaler number. It can be as simple as forwarding the call or as complex as setting up voicemails, greetings, and SMS followups. See the image below to get an idea of how this would work.
Lastly, you'll just want to make sure you click the checkbox to record calls. You can also write a message to let callers know you are recording the call as this is required by law in most states & countries.
Congrats! You are now set up to record all incoming phone calls and you can listen back to them in the usage area of CallScaler. You can also download the recordings if you'd like to share with your team or client.
Ready to get started? Click the button below to sign up for free (no credit card required)