Getting Started with CloziAI

New to uploading sales calls? This guide will walk you through everything from recording to getting your first AI coaching feedback.

Step 1: Record Your Sales Call

The first step is getting a recording of your sales call. Here are the most common ways:

Zoom Calls

  1. 1. Start your Zoom meeting
  2. 2. Click "Record" button (bottom toolbar)
  3. 3. Choose "Record to this Computer"
  4. 4. After call ends, Zoom saves the file automatically
  5. 5. Find it in: Documents → Zoom → [Date] folder

Phone Calls

iPhone: Use built-in Voice Memos app

Android: Use Call Recorder apps

Landline: Use apps like Rev Call Recorder

Legal Note: Always inform participants that the call is being recorded for training purposes.

Pro Tip

For best results, use a headset or ensure you're in a quiet environment. Clear audio = better AI analysis!