Smarter Week

How to automate it

How to automate “write up notes after phone calls”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

20 min
typically, every day
75%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Let the phone system write the call summary into the ticket

Aircall, Dialpad, Talkdesk, Zendesk Talk and Five9 now transcribe and summarize calls and attach the summary to the ticket.

Typically saves about 65% of the time30 min to set up
  1. 1Ask your admin to turn on AI call summaries or transcription.
  2. 2Tell callers the call is recorded, as your policy requires.
  3. 3After each call, check the summary, fix any errors and set the ticket fields.
  4. 4Stop writing notes from memory.

Tools: Aircall AI · Dialpad Ai · Talkdesk · Zendesk Talk · Five9 · Genesys Cloud

Quick wins

Have you tried…

Does your phone system write the call summary for you?
Phone tools like Aircall, Dialpad and Zendesk Talk can transcribe the call and add a short summary to the ticket. You just check it.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Customer Support Agent

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Other common tasks for Customer Support Agents