How to see call summaries, recordings and transcripts in your CRM

Step by step

1. 1

   Step 1: Wait for the call to end

   The report is sent as soon as the caller hangs up.

2. 2

   Step 2: Open the email or the CRM alert

   The email arrives at your account’s address. In the CRM, a little red bubble next to your name lets you know there is something new.

3. 3

   Step 3: Read the summary

   You see who called, their phone number, what they wanted and whether an appointment was booked.

4. 4

   Step 4: Listen to the recording and read the transcript

   Each call has its recording and its transcript, so you can check exactly what was said.

5. 5

   Step 5: Check the appointment

   If the receptionist booked a visit or appointment, it is already in your CRM calendar.

Useful links

How we protect your calls and data → Everything the AI receptionist does →