How to read call transcripts and summaries

Review every call, word for word, in your dashboard.

2 min read

Go to Calls
Click 'Calls' in the left sidebar.
Click any call
Each call row shows the caller name, number, date, duration, and outcome. Click a row to open the full call detail.
Read the transcript
The transcript opens in the call detail with speaker labels (Caller / AI). No call audio is stored, so the transcript is the record. Use Cmd+F to search within the transcript.
Export or share
Hit Copy above the transcript to paste it into a job note or estimate.

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