When to use manual upload
Use this flow when you want to score:- A one-off recording that never made it to your call recorder (a Zoom export, a mobile recording, a webinar clip)
- Historical calls from before you connected a recorder
- A transcript you already have in
.docx,.vtt,.srt, or.txt - A conversation you can only paste in as text
Uploading calls
1
Open the upload dialog
Go to Calls > Call History and click Upload transcript.
2
Add recordings or transcripts
On the Files tab, drag files onto the dropzone or click to browse. Supported formats:
- Recordings —
.mp3,.mp4 - Transcripts —
.txt,.vtt,.srt,.docx
3
Wait for recordings to transcribe
Each
.mp3 or .mp4 is uploaded to the Knowledge Hub and transcribed automatically. The row shows a progress indicator while this runs — you can queue up other files or fill in speakers on transcript rows in the meantime. If transcription fails, the row surfaces a retry button.4
Review speakers and titles
For each call, confirm the title and tell Exec which speaker is on your team so only your team members are graded:
- Toggle each detected speaker between Internal (someone on your team) and External (the customer or prospect).
- For internal speakers, pick the workspace member from the dropdown. Exec remembers your last choice across rows in the same batch.
- Click Apply to all on a speaker to reuse the same internal/external choice on every other row that has the same speaker label.
5
Upload and score
Click Upload to submit the batch. Calls import into Call History and are categorized and graded on their scorecard the same way imported calls are. See Review Scored Calls.
Closing the dialog while a recording is still uploading or transcribing prompts a confirmation — anything in progress is discarded if you continue.
Where uploaded recordings live
When you upload an.mp3 or .mp4, Exec:
- Saves the file to your Knowledge Hub as a source so the transcript is searchable and reusable by the AI agent and by roleplays.
- Links the Knowledge Hub source to the scored call, so the Recording tab on the call plays back the original audio or video alongside the transcript.
.docx, .vtt, .srt, .txt, and pasted text) don’t create a Knowledge Hub source — they only appear as a scored call.