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Call Recording Best Practices

ByCallGrid Team

⚠️ Important Legal Disclaimer

This article provides general information only and is not legal advice. You are solely responsible for complying with all call recording laws. We strongly recommend consulting with a qualified attorney before enabling call recording.

Overview

Call recording laws vary by state. Some states require only your consent (one-party consent), while others require everyone's consent (all-party consent). When recording calls, always follow the strictest law that applies.

Best Practice: Always inform all parties that you're recording, regardless of location.




These 11 states require you to get consent from everyone on the call:

  • California 
  • Delaware
  • Florida
  • Illinois
  • Maryland
  • Massachusetts
  • Montana
  • Nevada
  • New Hampshire
  • Pennsylvania
  • Washington

Special Note: California law applies to ANY call involving a California resident, even if you're located elsewhere.

All other states (38 states + DC) only require one-party consent.




Interstate Calls: Follow the Strictest Law

Rule: When calling between states, follow the most restrictive law.

Examples:

  • You're in Texas → calling Florida = Get all-party consent (Florida requires it)
  • You're in New York → calling California = Get all-party consent (California requires it)
  • Conference call with anyone in an all-party state = Get everyone's consent




Play this before connecting:

"This call is being recorded for quality and training purposes. 

By continuing, you consent to being recorded."


Option 2: Agent Disclosure

Your agent says at the start:

"Hi [Name], before we begin, I want to let you know this call 

is being recorded for quality and training purposes."

For all-party consent states, add:

"Do you consent to being recorded?"

[Wait for "yes" or "okay"]


Option 3: Written Notice

Include in your terms of service or agreements:

"Phone calls with [Company] may be recorded for quality 

assurance and training purposes."




TCPA Rules for Marketing Calls

If you're making marketing or sales calls, additional rules apply:

Get written consent before making automated marketing calls
Check the Do Not Call Registry before calling
Honor opt-out requests within 10 business days
Only call between 8 AM - 9 PM (recipient's time zone)
Keep your own Do Not Call list for 5 years




Best Practices

✅ DO:

  • Inform all parties at the beginning of every call
  • Use consistent disclosure language
  • Document your procedures
  • Store recordings securely
  • Delete recordings when no longer needed (60-90 days typical)
  • Train your team on proper disclosure

❌ DON'T:

  • Record without telling anyone
  • Assume one-party consent for interstate calls
  • Keep recordings indefinitely
  • Share recordings without authorization
  • Record sensitive information (credit cards, SSN) unless necessary




Enabling Call Recording in CallGrid

Before You Start:

  1. ✅ Consult your attorney
  2. ✅ Determine where your customers are located
  3. ✅ Create your disclosure script
  4. ✅ Set up your retention policy


How to Enable:

  1. Go to Campaigns → Select your campaign
  2. Click SettingsCall Recording
  3. Read the legal notice
  4. Check "Enable Call Recording"
  5. Save




Data Security & Retention

Security:

  • All recordings are encrypted
  • Only authorized users have access
  • Audit logs track who views recordings

Retention:

  • Set automatic deletion (30, 60, 90, 180 days, or 1 year)
  • Recordings auto-delete after retention period
  • Can place legal hold if needed

Downloading:

  • Download individual recordings or bulk export
  • Available in MP3 or WAV format
  • API access available




Common Questions

Q: Can I record without telling anyone?
A: No. Never record without disclosure, even in one-party states.


Q: What if I don't know where the caller is located?
A: Treat it as an all-party consent call and ask for consent.


Q: What happens if I violate call recording laws?
A: Penalties include fines ($2,500-$10,000+ per violation), criminal charges, and civil lawsuits.


Q: Can I use recordings for training?
A: Yes, if you disclosed this purpose when obtaining consent.


Q: How long should I keep recordings?
A: Most businesses: 60-90 days. Regulated industries may need longer (consult your attorney).


Q: What if someone asks me to stop recording?
A: Stop immediately. Either continue without recording or offer alternative contact methods.


Q: Do I need consent for the call AND for recording?
A: For marketing calls: yes. TCPA consent is for the call itself; recording consent is separate.




Sample Disclosure Scripts

Simple Disclosure:

"This call is being recorded for quality and training purposes."


With Opt-Out:

"This call may be recorded. If you prefer not to be recorded, please let me know now."


For All-Party States:

"I need to let you know we record our calls for quality purposes. Do you consent to being recorded?"


Automated IVR:

"Thank you for calling [Company]. This call may be recorded for quality and training. Press 1 to continue."




Need Help?

CallGrid Support:

For Legal Questions: CallGrid cannot provide legal advice. Please consult your attorney.




Key Takeaways

  1. Always disclose you're recording at the start of the call
  2. Know your states - 11 require all-party consent
  3. Secure your recordings - encrypt and limit access
  4. Delete promptly - don't keep recordings longer than needed
  5. Get legal advice - laws are complex and penalties are serious




Remember: When in doubt, ask for everyone's consent. It's the safest approach and builds trust with your customers.




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CallGrid Team

Article Info

09/29/2025
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