Read a call afterwards
1 min read
Where the calls are
Everything the assistant has handled is under Calls. Click a call to open it.
What you will see
- A summary — what the conversation was about, in a couple of lines
- The transcript — the whole conversation as text
- The details the assistant captured: name, number and your own custom fields
- What happened: was an appointment booked, was the call transferred, or was a message taken?
How to use it in practice
Start the day by skimming the summaries. Most need nothing — and the few that do are immediately visible.
If the assistant answered something incorrectly, go to Settings → Knowledge and write the correct answer. Then it will not happen again.
Recordings
Whether the audio itself is kept is up to you under Settings → Data and privacy. Read more in the article about recording.
Was this helpful?
