Add call transcript notes to contact records for follow-up

Your call transcripts and AI summaries aren't tied to contacts, leaving reps without context for follow-up. This attaches transcripts and notes to contacts so reps can act the same day.

Overview

Calls without attached transcripts leave reps guessing and slow down follow-up. This flow captures the AI summary and links it to the correct contact so reps regain full context and can resume outreach the same day. It keeps contact histories current and reduces dropped opportunities.