Transcript summary with detailed view in custom field
C
Christian Olsson
If transcript of a voice AI call inbound or outbound would get the transcript to a custom field in its full, not as a shorter summary, that field can be used easy in a workflow to add a GPT that clean that transcript and identifying specific data values and set them of to a contact or an opportunity field. That way we would have good chance with the right promoting to collect data in custom fields for each call, like lead qualification questions or status on metrics we advice the voice AI to ask about. Fingers crossed!
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J
Joe Habscheid
Or just use the transcript from the phone system, which is available when switched on. That transcript is there right now but can't be used anywhere.