Review AI call summaries before following up

Use the summary as a starting point

A summary helps locate a conversation but can confuse a request with a confirmed agreement. Review the details you will use in a message or appointment.

Check four things

Verify the person, date and time, amount or quantity, and who agreed to do what. Next week would be good is not the same as a confirmed booking. Compare important items with the transcript or original audio.

Keep execution separate

Add only reviewed information to customer notes, schedules or outgoing messages. A described action is not proof that it happened. Before sharing, remove internal notes and unnecessary personal information.

Continue with the guide

• Use call transcription and review the AI summary
• Keep customer conversation records on your PC
• Read VoiceNote summaries, tasks and transcripts