Call Summaries
One to six sentences on the record saying why the call happened, what was covered and what happens next, so whoever is reading the list does not have to open the audio to find out.
Which calls get a summary
written as the recordings landDana Whitlow called about an invoice issued at the previous rate. The agent agreed to reissue it today and to raise a credit for the difference rather than carry it forward. A renewal call was requested for Thursday with their finance director joining, and the current terms will be sent beforehand.
Summary written onto the call, one to six sentences of plain text.
Product figures from the platform’s own defaults - not customer averages
How it works.
It is a job behind the call, not a wait in front of it
The recording finalizes, work is queued against it, and the rep has already moved on. The identifier is the media type and its row together, so a telephony hook that fires twice produces one run and one charge.
Five gates settle it before anything is spent
Platform switch, workspace switch, whether this kind of media is included, whether the workspace is on automatic, and the length floor. Each is a plain function of settings, and the whole ladder is read once, as the work is queued, so nothing is spent on a recording that was never going to be read.
An unknown length is refused rather than assumed
Where a floor is set and the duration has not been written yet, the automatic path denies instead of reading something that might be under it. The earlier build let that case through, and denying is both the correct behavior and the less flattering one.
A thin recording gets a neutral answer, not a fuller one
The instruction says outright that a short or oddly phrased transcript is still analyzed and that anything it cannot reasonably infer takes a neutral default. What comes back is prose, held on the record as text.
One moment in every read.
Every read passes through the same seven. Call Summaries is the lit one, and everything either side of it is a different page in this category.
- 01Source
the call or the thread it reads
- 02Transcribe
audio into words, with speakers
- 03Read
the pass over the whole of it
- 04Judge
the score, the sentiment, the intent
- 05Extract
the fields and follow-ups pulled out
- 06Write
what lands back on the record
- 07Review
a person checking the machine
The specifics.
7 facts- Length
- One to six sentences of plain text. No code fences and no preamble around it
- Covers
- Why the call happened, the points raised, the outcome, and any next step
- Runs on
- Calls and voicemails, and separately on mail threads. Nothing else has a source type
- Length floor
- Set on the preset. An unmeasured duration is denied on the automatic path
- When speech fails
- Everything downstream is skipped and the record shows the failure and its reason
- Not the same as
- Prose for a person. Intent detection answers the same call as labeled lists
- Editing one
- Not offered. Running the analysis again replaces it, and the change entry records that it happened while carrying neither version of the text
What it reads, and what reads it.
Nothing here invents its input. These are where the material comes from, and where the verdict goes afterward.
More in Intelligence
12 capabilitiesAI that proposes edits to the record - an insight becomes a field once you accept it.
Nothing on an existing lead moves by itself. What the call gave up arrives as proposed edits, each with the value it would replace and the words it came from.
How the agent sounded, how the customer sounded, one word for the pair. Chosen words rather than a fixed list, so a call can close politely and grudgingly.
A month of calls gets reviewed by whoever had time. Every call carries five numbers instead, and the overall is judged in its own right rather than averaged.
Nobody re-listens to check the disclosure went out. Every call is scored against what compliance means on your floor, with a missing one excluded, not passed.
What the customer asked for and what your agent promised, kept as two lists, because they are two different obligations and only one of them is yours to keep.
A promise made out loud is worth nothing until it sits on a day. Callbacks and meetings come off the call with the time said, real the moment you accept.
A collections call and an admissions call are not judged the same way. Fifteen verticals ship knowing the difference. What comes back still reads the same.
A thread is read only when somebody on it is one of your leads. No match and nothing is sent anywhere, so mail that is not about a customer is left alone.
A draft or a rewrite that lands in the composer and stops there. The subject is a suggestion, every word editable, and nothing leaves until a person sends it.
The field group you would otherwise build one field at a time. Describe what you track or paste a spreadsheet's columns, then approve or refuse each field.
Type the list you want and it builds the filter and the sort. Then it says in one sentence what it understood: a filter nobody typed has to say what it did.
OpenAI, Azure, Anthropic, Gemini, Bedrock and ten more. When one starts timing out mid-afternoon the work moves down the chain rather than stopping on you.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Intelligence
See call summaries on your own floor.
Thirty minutes, your numbers and your data. We will set call summaries up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included