How to Record a Phone Call in Ping

Ping can record and transcribe your phone calls by joining as a participant. Whether you’re starting a new call or adding Ping to an existing one, it takes just a few taps. Once the call ends, Ping automatically uploads the recording and summary to your dashboard and links it to the right client memory.

Nov 7, 2025

How to Record a Phone Call in Ping

  1. Open Ping

    • From your Home page, click Join Meeting on the left sidebar.

  2. Select “Phone Call”

    • Choose the Phone Call option from the menu.

  3. Enter Your Phone Number

    • Type in your phone number and click Call.

    • Ping will immediately call you to start the connection.

  4. Start a New Call with Ping

    • If you want Ping to record a call from the start:

      • Answer the call from Ping.

      • You’ll hear: “This call is being recorded.”

      • While still on the Ping call, dial your client from your phone.

      • Tap Merge Calls to combine the two calls.

      • Ping now joins the conversation and begins recording.

  5. Add Ping to an Ongoing Call

    • If you’re already on a call with your client and want to start recording mid-call:

      • In Ping, click Join Meeting → Phone Call.

      • Enter your phone number and click Call.

      • When Ping calls you, tap Hold & Accept, then Merge Calls.

      • Ping will announce that the call is being recorded and start capturing the conversation.

  6. View the Recording

    • After the call ends, Ping automatically uploads the recording to your Home page.

    • From there, you can:

      • Rename the call

      • Add participant emails

      • Link it to the correct Client Memory

Tip:
You can invite Ping at any point during a call — even mid-conversation.
Every phone call Ping joins is automatically recorded, transcribed, and summarized.
Ping will always announce that the call is being recorded once connected.

Noto Serif

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025

AI built for advisory-focused accounting firms.

Ping Assistant. All right reserved. © 2025