Home / CCaaS / Auto call summaries
The call ends. The note is already written.
AI writes a summary of every call, with action items and owners, and files it in your CRM before the agent types a word.
- CustomerI was charged twice this month.
- AgentI can see that. I’ll refund the extra charge.
- CustomerGreat, please email me the confirmation.
- AgentDone. Is there anything else?
Customer was charged twice. Agent refunded the duplicate charge.
Illustrative call
The best call note is the one nobody had to write.
Every conversation is transcribed and summarised by AI, so agents move straight to the next customer and nothing said on the call gets lost.
Voice, video, chat, social.
Transcripts and summaries work on every voice call, video, chat and social conversation your team runs, in the same format.
“Can you move my delivery to Friday?”
“Let me share my screen.”
“Is the plan upgrade instant?”
“Saw a price change, why?”
Illustrative conversations
Every follow-up gets a name.
The summary lists what was promised and who owns it, written before the agent does. Nothing agreed on a call slips through afterwards.
- Promises pulled from the conversation
- An owner on every action item
- A due date where one was agreed
- Send refund confirmationMarco· Today
- Follow up on the renewal quotePriya· Fri
- Book a technical visitAisha· Mon
- Update the billing addressDev· Today
Illustrative actions
Written before the agent does.
The summary is ready as the call ends, so the agent can review it in a moment instead of typing it from memory.
Illustrative timings
- Inbound call · 6:42New
Duplicate charge refunded. Confirmation to be emailed by Marco.
AI summaryRecording - Email sent · Tue
- Webchat · Mon
Illustrative record
Filed before the next call.
The summary is written to HubSpot, Zoho or Pipedrive and attached to the right record with the recording, so the history is complete the moment the call ends.
- Attached to the right record
- Recording and summary together
- Visible to everyone who needs it
Intent and tone, tagged for you.
Each summary comes with a confidence-scored intent and the tone from start to finish, so you can see how the call went without reading it.
Illustrative scores
Every summary, one search away.
Filter by agent, date range, sentiment, intent or campaign, then export to CSV or your warehouse. Summaries turn a pile of calls into something you can search.
- Search the words that mattered
- Filter down to one team or campaign
- Export to CSV or your warehouse
- Marco · VoiceDelivery moved to Friday.
- Hana · ChatCourier delay explained.
- Jonah · SocialDelivery address corrected.
Notes that feed everything.
Auto call summaries, answered.
AI writes a summary of every call, with action items and owners, before the agent does.
They are written to your CRM, including HubSpot, Zoho and Pipedrive, and attached to the record with the recording.
Voice, video, chat and social conversations are transcribed and summarised.
Transcripts, sentiment, intent, objections and keywords come with it, so one conversation gives you the full picture.
Yes. Filter by agent, date range, sentiment, intent or campaign, and export to CSV or your warehouse.
Stop writing call notes.
Talk to us about auto call summaries for your contact centre.