Summaries & Transcripts

After every conversation, your agent automatically creates a transcript, i.e. a conversation record. Transcripts help you review conversations, process inquiries 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, and duration

• a short summary of the conversation content

• a detailed transcript

The transcripts are created automatically; manual activation is not required.

Where can I find the transcripts?

1

Open your account management.

2

Look for AI Agents, expand the item and select Analysis.

3

Select your agent. Below it, the completed phone calls will appear in a table.

4

Look in the table for the column Transcript. You may need to scroll to the right for this. Click the button with the speech bubble icon there.

Here you can see all open and all already processed conversations at a glance. 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 on your agent.

Working with transcripts

In the transcript you can:

• view the summary and full transcript

• add your own notes about the conversation

• copy and reuse content

• search transcripts to find conversations on specific topics more quickly

Why is follow-up important?

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

Tip: In addition, you can receive summaries by email. More on this in the article Email summaries.