Summaries & Transcripts
After every conversation, your AI agent automatically creates a transcript — i.e. a record of the conversation. The transcripts help you review conversations, process requests further, and improve your agent in a targeted way.
What does the transcript contain?
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 necessary.
Where can I find the transcripts?
Open your account management.
Look for "AI Agents", in the sidebar on the left, expand the item and select "Analysis"
In the "Analysis" section, select your agent at the top left to display the guided phone calls in the table below
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
As an admin, you can see all open and all already processed conversations here at a glance. As soon as you open a transcript, it is automatically marked as completed. This marking is only for overview purposes and has no effect on the conversation or the agent.
Working with transcripts
In the transcript, you can:
View summaries and the full transcript
Add your own notes to the conversation
Copy content into a word processing document
Search transcripts to find or analyze conversations on specific topics more quickly
Why is post-processing important?
Transcripts show which questions are asked frequently, where information is missing, or where playbooks should be adjusted. This allows you to gradually improve knowledge, conversation management, and playbooks.
Tip: You can also receive summaries by email. More on this in the article Send email.
Last updated