Signing up, getting your number, and switching recording on.
Getting started with Epocra
What Epocra does, what you get when you sign up, and the shortest path from a new account to a recorded, summarised call.
Start hereForward your number
The one code that makes calls to your existing number ring in Epocra, with the exact dial strings per carrier and how to undo it.
Carrier codes insideWhat happens on the phone itself, and where the calls end up.
During a call
Hold, transfer, adding a third person, the in-call keypad and audio — plus the context Epocra shows you before you pick up.
Transfers & conferenceWhat gets recorded
Which calls Epocra captures, how to exclude a contact or a whole contact type, the recording announcement, and what number people see.
Recording & caller IDCall history
The Recents tab: filtering to missed, meetings or private calls, searching what was said, and deleting calls.
Recents tabVoicemail
Recording a custom greeting, choosing how long callers ring first, and reading voicemail transcripts instead of dialling in.
Greetings & transcriptsVoice notes & meetings
Record an in-person meeting or dictate a note, and get the same transcript, summary and tasks as a call.
Not a phone callEverything Epocra produces once you have hung up.
Transcripts, summaries & tasks
How summaries arrive, what action items are, and exporting or sharing a call.
AI tabAI Chat
Ask questions about your calls in plain English — recall, coaching, drafting — across your history, one contact, or a single call.
Ask anythingTasks
Commitments pulled off your calls automatically, split into open, completed, and what the other person owes you.
Tasks tabContacts
Names, companies and contact types, details that follow a person across all their numbers, and the per-contact summary with sentiment trend.
People, not numbersDeciding what Epocra pulls out of every call, and measuring it across all of them.
Summary templates
Turn built-in sections on or off, reorder them, and add your own fields describing exactly what to extract from every call.
Custom fieldsAnalytics
Swappable KPI cards, charts and date ranges — plus custom categories that classify calls the way your business thinks about them.
Dashboard & categoriesRunning Epocra everywhere you work, and managing the account behind it.
Devices & desk phones
Using the same account on mobile, desktop and web, and registering an existing SIP desk phone with your Epocra credentials.
SIP setup includedAccount & security
Passwords, email and timezone, checking your usage, and closing your account cleanly if you decide to leave.
Settings tabWhen something is not behaving, and the rules that apply to recording calls.
Troubleshooting
Calls not ringing, notifications not arriving, a missing transcript, forwarding that did not take — the usual suspects and their fixes.
Common problemsRecording & the law
One-party and all-party consent explained in plain English, plus the simple habit that keeps you right almost everywhere.
Plain-English guideFrequently asked questions
Short answers to the questions that come up most, including what happens to pricing when the beta ends.
Quick answersIf you already know what you are trying to do.
| I want to… | Go here |
|---|---|
| Record my first call today, without changing anything else | Getting started |
| Make calls to my existing number ring in Epocra | Forward your number |
| Undo forwarding and go back to my normal phone | Turning forwarding off |
| Stop a particular client or contact type being recorded | Excluding contacts |
| Show a different number on outgoing calls | Caller ID |
| Find something a client said three months ago | Asking across calls |
| Record my own voicemail greeting | Voicemail greeting |
| Register my existing desk phone | SIP credentials |
| Record an in-person meeting or dictate a note | Voice notes & meetings |
| Process recordings held because I hit my plan limit | Held recordings |
| Close my account and delete my data | Closing your account |
Still stuck?
Email us and a person will read it. We usually answer the same day, and always within one working day.
Email info@epocra.com Contact form