---
title: Recording & Capture — Setup, Failures, and Consent
description: Recording & Capture — Setup, Failures, and Consent
---

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1. [AutoTrainer FAQ](https://kb.autotrainer.com/en?hsLang=en)
2. [Recording](https://kb.autotrainer.com/en/recording?hsLang=en)

# Recording & Capture — Setup, Failures, and Consent

## How to set up reliable recording in AutoTrainer, fix common capture failures (no audio/video, missing recordings), and understand consent considerations.

**Applies to**: Sales, F&I, Service, BDC, Managers, Admins

**Before you begin**

- Use a supported browser (Chrome or Edge latest). Allow camera/microphone permissions when prompted.

- Networking: stable broadband; avoid guest Wi‑Fi that blocks WebRTC.

- Microphones: for small offices, a single boundary or cardioid mic placed near the customer/manager is sufficient; for showrooms or larger rooms, consider 2 mics (front-of-desk + customer side) and disable laptop mics to prevent echo.

- Quiet the room: reduce HVAC noise, hard-surface echo (add a desk pad or soft surface near the mic) to improve transcription accuracy.

**Record a deal or session**

1. Open AutoTrainer and start the appropriate workflow (Live deal, roleplay, or service call capture
2. When the browser asks for permission, choose **Allow** for Microphone
3. Speak a short test sentence. Confirm input meter shows activity
4. Proceed conversation. Keep the mic 1-3 feet from the primary speaker when possible
5. End Session.  The recording uploads automatically.

**Confirm the recording exists**

- Go to Recordings › Recent. Use filters (date, user, department) to locate the session.
- Status shows Processing immediately after upload; analytics populate automatically.

**Processing timeline**: Operational metrics (e.g., PVR when connected via Ascent) usually appear the next morning; transcription/objection analysis completes shortly after processing. Treat the first 90 days of data as a learning period—spikes/dips are normal while the team and models calibrate. 

**Quick Fixes for Capture Failures**

**No audio detected**

- Check the browser’s site permissions: Click the lock icon → Site settings → Microphone = Allow; select the correct input device.

- OS input: On Windows/macOS, confirm the mic is not muted and has input level.

- Hardware: Unplug/replug USB mic; avoid using both laptop mic and external mic simultaneously.

**Recording missing**

- Filter by the user and time window; confirm the session was ended properly.
- Check upload status (small up‑arrow indicator); keep the browser open until finished.
- If still missing, capture the approximate time/user and contact Support with the console log (Menu → Help → Diagnostics).

**Echo/background noise**

- Move the mic closer (1–3 ft); disable unused mics; add a soft surface under the mic. For glass-walled rooms, a boundary mic on the desk often outperforms a boom or laptop mic.

**Consent and compliance (guidance, not legal advice)**

- **One‑party vs two‑party consent: :** Follow your state/province law and dealership policy. If required, announce recording at the start and obtain verbal consent.
- **In‑product prompts:** Admins can add a pre‑call consent script in Settings › Recording. Retain proof of consent per your compliance policy.

**FAQs**

- **How many mics do we need?** Small F&I office: 1 high‑quality mic. Larger rooms: 2 mics—desk + customer side.

- **Who can access recordings?** Access is permission‑based by role (see Accounts, Login & Access). Clips inherit source recording permissions unless explicitly shared.

Related: Analytics & Insights • Coaching Features • Hardware & Environment

- [Getting started](https://kb.autotrainer.com/en/getting-started?hsLang=en#main-content)

    - [AutoTrainer One-Sheet](https://kb.autotrainer.com/en/getting-started?hsLang=en#autotrainer-one-sheet)
- [Roleplay Solution](https://kb.autotrainer.com/en/roleplay-solution?hsLang=en#main-content)

    - [RolePlay How-To's](https://kb.autotrainer.com/en/roleplay-solution?hsLang=en#roleplay-how-tos)
    - [Videos](https://kb.autotrainer.com/en/roleplay-solution?hsLang=en#videos)
- [Recording](https://kb.autotrainer.com/en/recording?hsLang=en#main-content)

    - [Videos](https://kb.autotrainer.com/en/recording?hsLang=en#videos)
- [Reporting and Data Management](https://kb.autotrainer.com/en/reporting-and-data-management?hsLang=en#main-content)

    - [Videos](https://kb.autotrainer.com/en/reporting-and-data-management?hsLang=en#videos)

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