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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 AI-generated transcript appears below the player with speaker labels (Caller / AI). 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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