Summaries & Transcripts

After each conversation, your AI Agent automatically creates a transcript — i.e. a conversation log. The transcripts help you review conversations, process requests further, and improve your agent in a targeted way.

What is included in the transcript?

Each transcript contains:

• General information about the conversation (phone numbers, time, duration)
• A short summary of the conversation content
• A detailed transcript

The transcripts are created automatically; no manual activation is required.

Where can I find the transcripts?

1

Open your account management.

2

Look for "AI Agents", in the sidebar on the left, expand the item and select "Analysis"

3

In the "Analysis" section, select your agent at the top left to display the guided calls in the table below

4

Look in the table for the column "Transcript" — you may need to scroll to the right for this. There, click the button with the speech bubble icon

As an admin, you can see all open as well as all already processed conversations at a glance here. As soon as you open a transcript, it is automatically marked as completed. This marking is for overview purposes only and has no influence on the conversation or the agent.

Working with transcripts

In the transcript, you can:

• View summaries and the full transcript
• Add your own notes about the conversation
• Copy content into a word processing document
• Search transcripts to find or evaluate conversations on specific topics more quickly

Why is follow-up processing important?

Transcripts show which questions are asked frequently, where information is missing, or at which points playbooks should be adjusted. This allows you to gradually improve knowledge, conversation handling, and playbooks.

Tip: Additionally, you can receive summaries by email. More on this in the article Send email.