Attach call recording and notes to client records
Attach call recording and notes to client records
Your incoming call recordings and raw transcripts are scattered, leaving agents without context for follow-up. Get summarized action items and attach recordings to client records within minutes.
Overview
Missed or unlogged calls cost renewals and referrals; this links every call recording and a concise action summary to the right client or lead so owners and account managers always have context. Action items and recording links appear on the record within minutes, enabling faster, prioritized follow-up.