Where are client recordings and transcripts stored?
In GydeOS, on the client's own record. Open Clients in the left navigation, select the client, then open their Activity tab. Each call sits on the timeline there — expand one to read the key points, the next steps and the full transcript, and to play the recording.
Are records also saved in the agency's CRM?
No. Records live in GydeOS and aren't exported into other systems today. If you need a copy of a specific recording or transcript, message Gyde Support from the chat in GydeOS or email [email protected], and we'll send it over.
Can I export anything myself?
Your client list, yes — from the Clients page, using the Generate Report button above the table. You can download it as a CSV or an Excel file. See How to Export Your Client List for the steps.
That's the only self-serve export. Anything else — recordings, transcripts, campaign or communication data — is a request to Gyde Support.
Does Gyde track campaign results or agent performance?
Yes. Open Campaigns in the left navigation and select a campaign to see how it's performing — engagement, response rates and outcomes across the clients it targeted.
Where your agency has the Activity page, its Performance tab scores Gia's work by goal over a date range you choose. See How the Activity Page Works in GydeOS.