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Question

Where do I find my recorded notes during phone call?

  • July 7, 2025
  • 2 replies
  • 88 views

where do I find saved Notes recorded during a phone conversation

2 replies

Embbnux
Employee
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  • Employee
  • July 8, 2025

Hi ​@SPFREEMAN do you mean notes in active call? 
If your account supports AI assistant, you can see AI notes by preview during call. After call ended, you can see it in call history:
 

For manual notes, it will show in log form automatically:
 

 


ByrneReese
Community Manager
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  • Product Manager
  • July 8, 2025

@SPFREEMAN If you are asking where you will find the notes in your CRM, the answer depends upon your CRM. Which one are you using? 

But generally, CRMs have a concept of a “contact.” Contacts can have associated with them:

  • Notes
  • Activities
  • Communications
  • etc

App Connect adapters will log the notes written by the agent in one of these objects in the CRM.