For the complete documentation index, see llms.txt. This page is also available as Markdown.
Recording a conversation
The Conversation Recorder lets you capture audio of a conversation with a lead and have Mobly transcribe it onto the lead's record automatically. It's an alternative to typing notes mid-conversation — you talk, Mobly listens, the transcript lands on the lead.
Before you record
Tell the person you're recording. Recording someone without their knowledge or consent is illegal in many places and a bad idea everywhere. The standard practice is to mention it at the start of the conversation: "I'd like to record this so I can capture the details — is that okay?" If they say no, take notes the old-fashioned way instead.
How to record
Open the lead record on the mobile app.
Tap Record in the lead action row. A live audio waveform appears, confirming Mobly is capturing.
Have your conversation.
Tap Stop when you're done.
Tap to record
Recording in progress with timer
Mobly processes the audio, transcribes it, and attaches the transcript to the lead's record.
When recording is most useful
Long technical conversations where typing would slow you down
Multi-rep handoff — record the booth conversation; the AE picking up later can read the full transcript
Demos and discovery calls where you want every detail captured
When notes are still better
Quick scans with a handshake and a 30-second exchange — typing a one-line note is faster than recording
Sensitive conversations where the lead would prefer not to be recorded
Loud or chaotic venues where the audio quality won't be good enough to transcribe cleanly
