Add call transcripts and summaries to applicant records
Add call transcripts and summaries to applicant records
Your applicant calls arrive without synced transcripts or notes, leaving agents with no context for follow-up. Attach transcripts and a concise summary to the applicant record for same-day follow-up.
Overview
When applicant calls aren’t logged, follow-ups stall and handoffs become manual. This flow attaches transcripts and concise summaries to the applicant record so support and leasing staff have call context and can follow up the same day.