The summary is there when the call ends. So is whatever somebody promised to do, ready to assign with a due date. And every conversation your business has ever had is searchable - by customer, by topic, by what was actually said.
Used by front desks, service advisors, technicians, account managers, and the people who manage them.
What the conversation was about, what was said, how it ended. Waiting for you when you hang up.
What was promised and by when, pulled out of the conversation and assignable to anyone on your team.
Every conversation, findable by customer or topic. Read it, or listen to it.
The write-up arrives by email the moment the conversation ends, and it's waiting in the platform too. Who called, what they wanted, what was discussed, where it landed - along with the highlights, the parts of the conversation that actually mattered.
A sales conversation and a service conversation need different things written down. A sales write-up surfaces what the customer is trying to solve, what's in the way, and who else is involved. A service write-up surfaces what was broken and what has already been tried.
Card numbers and other sensitive details are removed before anything is stored. You'll see a marker where they were, never the number itself. More on how we handle your conversations →
If a call dropped or the audio was too poor to work with, the write-up says so - rather than quietly handing you half a conversation and letting you assume it's the whole thing.
"I'll get you that quote by Friday." "I'll check with the manufacturer and call you back Tuesday." Those commitments get made all day, and most of them live in somebody's memory or the back of a notebook. Now they come off the conversation with the date attached.
The person who took the call often isn't the person who has to act on it. Hand the task to the technician, the billing team, the account manager - anyone on your team - and it shows up on their list.
A reminder goes out ahead of the due date, so nothing goes quiet until the customer calls to ask what happened.
Each morning: what happened yesterday, what's coming up today, what's due. Sent to you, whether or not you log in.
Three quotes that need to go out. Two customers waiting on a callback. One warranty question nobody has answered. A manager can see all of it and know their team is on top of it - or know that they aren't.
Before this, the follow-ups lived on Post-its around somebody's monitor.
Search by the customer's name. By the topic. By what was said. You get the write-up, the full transcript, and the recording - not a folder of audio files named by date that you have to open one at a time.
You have a call with a customer this afternoon. Pull up every conversation anyone at your company has ever had with them - what they bought, what went wrong last time, what somebody promised them, what they were annoyed about in March.
Years of context in fifteen seconds, including the conversations you were never on.
A customer says they were quoted a different price. That somebody promised a refund. That your technician said the part was covered. Find that conversation, read what was actually said, listen to it if you need to.
Instead of a disagreement between two people's memories, everyone is looking at the same thing.
A customer complains about billing. Was this the first time, or the fourth? Search the topic across every customer and every location and you find out whether you have one unhappy customer or a process problem.
Same for a product issue, a policy nobody understands, or a competitor that keeps coming up.
You get the whole story this way. We never had that before.
Every frontline person gets this for their own conversations. Supervisors get it across their whole team.
The write-up, the follow-ups, the details - all of it can be pushed somewhere else automatically. Into your CRM so the account record stays current. Into a channel your team already watches. Into a ticket. Into whatever your business actually runs on.
If you'd rather move something across by hand, you can copy the full set of details from a conversation in one click and paste it wherever you need it.
The advisor, the technician, the front desk. The last few minutes of every call went into typing up what just happened. Now it's already done, and your list of what's next is already there.
The manager. Every commitment your team made, who owns it, and what's overdue. Not a status meeting - a list.
The owner, the account manager, anyone who gets pulled into a dispute. The conversation is right there, in full, in seconds.
On the desk phone, the softphone, whatever they use today.
What it was about, what was agreed, what's still outstanding.
For the conversations you can't wait to read about later - the customer who's done, the review that's about to go up.
Once every conversation is written up, the next question is what they add up to. Volume, customer health, what keeps coming back.
Push the write-ups and the tasks into the systems your team already opens.