BEFORE RECORDING:

1. Check Your Environment

• Use stable internet (WiFi preferred)
• Avoid:
• Weak signal areas
• Switching between WiFi and data

Start recording only when your connection is stable

2. Check Your Device

• Battery: 20%+ minimum
• Close unused apps
• Ensure latest app version installed

Why:

• Outdated versions = upload failures
• Background apps = recording interruptions

3. Confirm You’re Logged In Correctly

• Use the correct account (agent login)
• Ensure:
• You’ve been invited
• Your access is active

DURING RECORDING

4. Start Recording Properly

• Tap “Start Recording”
• Confirm:
• Timer is running
• Audio is being captured

5. Avoid Interruptions

Do NOT:

• Switch apps frequently
• Take calls during recording
• Lock your phone for long periods

6. Keep Recordings Clean & Relevant

• Focus on:
• Client conversations
• Appointments
• Avoid: (if possible)
• Dead air
• Background noise

AFTER RECORDING

7. Upload Immediately

• Tap Upload right after recording
• Wait until upload completes

Rule:

No upload = no scorecard

8. Wait for Confirmation

• Ensure:
• Upload finishes successfully
• Do NOT:
• Close app too early
• Assume it uploaded

9. Retry if Needed

If upload fails:

• Reconnect to WiFi.
• Check Recording History
• Retry upload
• Do NOT delete immediately