Summary

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Summary turns the transcript into a few sentences: what the customer called about, what was found, what was agreed. It is what a colleague reads when they need to know what happened in a call without reading the whole transcript.

Where you see it

In the channel Call Log

Open a past call from the phone tab of the left panel or from the Call Logs panel on the Home page. The Summary card is the first one.

The Call Log view of a channel with the Summary card expanded at the top left — The Summary card in the channel Call Log.

In the back office

Statistics → Call list → call → SmartMeet → Summary. Use the flag to read it in another language; the summary is generated per language on request.

A call's detail page, SmartMeet tab, Summary sub-tab, showing a recap of a remote vehicle inspection — The Summary sub-tab on a call's detail page.

On the contact

For identified contacts the summaries of all calls feed the contact summary on the contact’s Overview.

Switching it on for the workspace

Application Setup → Smart Meet → Modules → Summary. It needs Transcription: it can only run in portals and channel types where Transcription also runs, and it is switched off together with Transcription.

Transcripts The word-for-word record the summary is made from.

Tasks What was promised, as a checklist.