Every call your business takes is written up automatically — full transcript plus an AI summary of what the customer asked for, right in the contact’s notes.
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Recording, transcription, and AI analysis working together on every inbound and outbound call.
Turn on recording once at the phone-number level and every call routed through it is captured — no reminders, no manual start.
Each recording is transcribed word for word so you can read a call in seconds instead of sitting through the audio.
An AI step reads the transcript and writes a short, plain-language recap of what happened on the call.
The summary pulls out what the caller asked, the problem they described, and what they need next — so follow-up writes itself.
Transcript and summary both land on the contact record. No digging through call logs, IVR menus, or the Voice AI tab.
Calls that go to voicemail or never connect are labelled as such instead of producing an empty or misleading summary.
Here’s what lands on the contact once a call ends — the full transcript, with the AI summary underneath it.
Thanks for calling — how can I help today?
I need a quote for a full unit replacement. The old one keeps cutting out.
I can book an on-site estimate. Are mornings better for you?
• Asked for: replacement quote + on-site estimate
• Pain point: unit cutting out intermittently
• Availability: mornings preferred
• Next step: confirm estimate booking
The details that close deals get lost between the call and the CRM. A caller mentions a budget, a deadline, a competitor they’re also quoting — and it never makes it into the record, because writing it up takes longer than the call did.
Agent: Thanks for calling — how can I help today?
Caller: I need a quote for a full unit replacement…
Main questions: pricing for replacement, timeline.
Pain points: unit failing intermittently, previous repair didn’t hold.
Business details: 3-bed detached, owner-occupied.
Needs: on-site estimate, mornings.
Outcome: Voicemail — no conversation took place. No summary available.
Four steps to set up once. After that it runs on every call by itself.
In Settings › Phone Numbers, open the number and click Edit Configuration. Enable call recording and set the connect timeout to 20 seconds.
The recording is transcribed automatically. That fires the workflow trigger “Call Transcript Generated” — on regular calls, Voice AI calls, and IVR paths alike.
The first workflow step writes the full transcript to the contact record as a note, so the raw wording is always there to check.
A ChatGPT step reads the transcript and pulls out questions, pain points, business details, and next steps. A second note step saves that back to the contact.
Every call written up and summarized automatically. Free 14-day trial.
