Notes, transcripts and summaries

What each one is

Take notes during a call

1. 1
   During the call, open ••• and choose Notes.
2. 2
   Type what was agreed and what happens next.

The note saves as you type. The top of the call window says Saved when it's stored.

You can't take notes on calls between teammates.

Open a call's details

Every call has a panel with its details, recording, comments, notes, transcript and summary.

Click the call in the conversation. Or hover over it, open ••• and choose Comment, AI summary or AI transcript.

At the top of the panel, switch between Comments, Notes, Transcript and Summary.

To add a note after the call, choose Notes, then Write a note. To change one, press Edit.

Tap the call in the conversation or the calls list to open its details. A recorded call has Call summary and Call transcript at the bottom.

Tap the call in the conversation or the calls list to open its details. A recorded call has Call summary and Call transcript at the bottom.

Read the transcript and summary

Once a recorded call ends, Ringhouse writes out what each person said and sums up the call in a few sentences. Calls that weren't recorded don't get either.

On a phone, tap Call transcript or Call summary in the call's details.

Comment on a call

Comments are for your team. The caller never sees them.

Open the call's panel, choose Comments, type in Write comment and press Send.

On a phone, touch and hold the call in the conversation and tap Comment. Type in Add a comment and send it.

Questions