Record from the browser (Chrome extension)

Bot or extension: who records

The bot joins Agenda calls with a video link on its own when the agency has a Recall key and the call is “to record” (automatic, or chosen on the appointment): the Agenda chip says Planned. The extension is started by you, from the browser: the chip says Record from browser. The two never overlap: when the bot is planned for a call, the button in Meet does not appear and a start from the extension is refused.

• Bot only: Recall key in Admin › Calls, automatic recording on, extension off.
• Extension only: no Recall key (or removed): without a key the bot never starts and every call is “Record from browser”.
• Both: Recall key and extension on; the bot covers Agenda calls, the extension the others (restricted meetings, a host who does not admit the bot, impromptu calls) and those marked Do not record.

Install and link the extension

1. Open My profile and, in the Chrome extension card, click Open the Extension page (the Record from browser chip in the Agenda gets you there too). If the extension is already on the Store you will find Install from the Chrome Web Store; otherwise the page explains how to load it “unpacked” to try it.
2. Right after installation the extension opens a tab explaining which data it uses (call audio and video only while you record, the address of meeting pages, your name and the computer key) and where it goes. Read it and click I agree and continue: until you accept, the extension collects and sends nothing, and the popup shows only this notice. You can reread it or withdraw consent at any time from the popup › Privacy and consent (withdrawing also unlinks the computer).
3. Back on the same page click Link extension: the extension receives a personal key for that computer and from then on uploads recordings to your account. The page shows “Linked as <your name>”. The link stays on that computer for good: even if you restart it, close Chrome or sign out of SalesControl.
4. Pin the extension icon to the Chrome toolbar (puzzle icon → pin) so you can find it during the call.

Unlink (from the popup or the page) removes the link: useful on a shared computer. On the Extension page the Linked devices card lists every linked computer (“This computer” is the one you are using) with its last use: from there you can also unlink a computer you no longer have at hand.

Record a call

1. Join the meeting. At the bottom right the extension panel appears with the reminder: tell the participants you are recording before you start. The extension is not a participant: nobody sees it.
2. In Google Meet, in the control bar at the bottom, to the left of the microphone group, there are two controls: the round SalesControl button, blinking until you record, and the Send contract pill (the longer “Send contract with SalesControl” wording shows as a tooltip). Click the round one to record. The first time on that tab Chrome needs a gesture on the extension itself: click its icon at the top right (or Alt+Shift+R) and click the button again — it tells you so. On Zoom web and Teams web: extension icon → Start recording, or Alt+Shift+R (which alone is both the gesture and the start).
3. Press Start once: “Starting…” shows for a few seconds and a second click does nothing.
4. The first time Chrome asks for the microphone permission in a separate tab: allow it. Without it only the participants’ audio is recorded and your voice is missing.
5. During the call the panel shows the red dot and the timer. You can switch tabs: the recording keeps going.
6. Click Stop (or the button, now red) when you are done. In Meet just press Leave call: the recording stops on its own within a few seconds, and so it does if you close the tab.

In the popup you can turn on Audio only before starting: the file is much smaller (about 30 MB per hour instead of 500) and transcript and notes are identical. The recording page will show the audio player instead of the video. If the agency chose Audio only for everyone (Admin › Calls › Chrome extension), the popup offers no choice and always records audio only.

Where the panel shows up

The extension panel is only visible inside the page of a meeting, not on the platform’s service pages:

• Google Meet: only on an address carrying the meeting code (abc-defg-hij), never on the Meet home page. The control bar also has to be there, or a recording already running.
• Zoom “join from browser”: only once you are in the room.
• Teams web: everywhere except the site’s landing page.

The Send contract pill only appears on Google Meet and only with the extension linked; it is there even when the bot is recording the call, while the round record button is not.

Which lead gets the recording

On start the extension looks among your Agenda appointments for the one with the same meeting link, or the only one without a link starting within half an hour. If it finds exactly one, the recording is matched (the panel says “Matched to John Smith”). If it finds none or more than one, it does not guess: the recording still starts as To be linked and you pick the lead or client from the popup, during or after the call.

A recording left without a lead can be linked later from its page under Recordings → Link to lead or client. If the notes are already ready, the note goes into the file right then.

What happens if…

• …the network drops mid-call: the recording keeps going (chunks are saved on the computer’s disk) and the upload resumes on its own when the connection is back. The popup shows “Upload pending” and a Retry now button.
• …you close the tab or Chrome: what is already recorded is uploaded at the next Chrome start, with nothing to do. At most the last 20 seconds are lost.
• …the call ends and you do not press Stop: in Meet, when you press Leave call or leave the meeting, it stops within a few seconds (it notices the control bar disappearing, in any language); on Zoom web and Teams web it recognises the leave screen. In any case, after 15 minutes of total silence it stops by itself (it warns at minute 14, and Keep going continues).
• …the bot is planned for the call: the button in Meet does not appear, the panel says “The SalesControl bot records this call” and a start from the extension is refused. If the bot fails or you cancel its recording from the Agenda, the extension is available again within a minute.
• …the call exceeds 4 hours: a warning 15 minutes before, then the recording closes as if you had pressed Stop. The file is valid and goes into processing.
• …the agency’s storage is full: as with the bot, the oldest unlocked videos are removed first; if that is not enough, transcript and notes are still generated and the video is not kept.

Where to find it afterwards

Within a few minutes of the call ending the recording shows up under Recordings with the Extension badge, and in the linked lead’s or client’s page. Notes and transcript work as for the bot, including Apply to lead. The “Stopped by” row says how it ended (manually, tab closed, silence, limit).

If something goes wrong

• The round button does not show in the Meet bar: update the extension (1.3.1 at least) and reload the meeting tab. Also check you are really inside a meeting: nothing shows on the Meet home page.
• “Chrome needs a gesture on the extension” (or “Chrome refused the capture”): click the extension icon or Alt+Shift+R on the call tab, then try again. Once per tab.
• “The SalesControl bot already records this call”: let the bot do it; if you do not want that, cancel its recording from the Agenda and try again after a minute.
• “Your agency has turned off recording from the extension”: it is the switch in Admin › Calls, an admin turns it back on.
• “Link the extension first” or “This computer was unlinked”: someone clicked Unlink (here or in the Linked devices card): repeat Link extension from the Extension page. A recording waiting to be uploaded is not lost: it resumes by itself after linking again.
• The page says “Update the extension”: you have a version older than 1.4, which unlinked itself when the computer restarted. Install the new one and link it once.
• “Your SalesControl account is not active”: the admin suspended your user; when they reactivate it, the extension resumes without linking again.
• “Extension upload stalled for more than 24 hours” on the recording page: on the closer’s computer open the popup and click Retry now; if that computer is gone, the recording must be redone.
• Consent acknowledgement missing or plan not sufficient: these are admin settings, the same as for the bot.