Add call transcript and recording link to contact record

Your call transcripts and recordings sit in the phone system, leaving reps without context for follow-up. They get added to contact records for fast review and same-day follow-up.

Overview

Calls carry the context your reps need, but transcripts trapped in the phone system slow follow-up and cost opportunities. By pushing transcripts and recording links into each contact record, reps get full conversation context and can act the same day.