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Sneak peak of smart notes and summaries

  • December 20, 2024
  • 3 replies
  • 148 views
Sneak peak of smart notes and summaries
ByrneReese
Community Manager
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Update 1/13/2025 - this feature has been released in version 1.3.4

Our single most requested feature is the generation and logging of call summaries and transcripts. Before the App Connect team takes a break for the holiday season, we wanted to give everyone a little gift: a quick preview of this feature, scheduled for release the first week of January.

With this feature, you can expect:

  • Automated Call Summaries: Summaries of your calls will be generated automatically, saving you time on note-taking and ensuring that critical details are documented accurately.
  • Transcripts Logging: Complete call transcripts will be logged into your CRM, providing a thorough record of all conversations for easy reference and follow-up.
  • Enhanced Documentation: Improve the quality and consistency of your call records, helping to maintain clear communication and valuable insights into customer interactions.

Check out the video below to see what the new year has in store for App Connect users!

https://youtu.be/58p6YpGoPww?si=TlfTVlt3eM1Me24r

(there is no sound to this video)

And if you would like to say, “thank you” to the App Connect team, consider visiting our page in the Google Chrome store and giving this finely-crafted product a review!

Happy Holidays!

 

 

 

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  • Known Participant
  • January 2, 2025

@ByrneReese This looks great and is a welcome addition to the functionality! 

I assume this will run based off the user permissions on RingCentral? E.G The user profile will need to have AI features enabled for this to work? 


ByrneReese
Community Manager
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  • Product Manager
  • January 6, 2025
rossonomous wrote:

@ByrneReese This looks great and is a welcome addition to the functionality! 

I assume this will run based off the user permissions on RingCentral? E.G The user profile will need to have AI features enabled for this to work? 

That is my understanding, and if we find that not to be the case then we will consider that a bug and fix it. But our intention is very much for this to function as it does in our main app, and for it to respect the entitlements of the tier you are subscribed to, and respect any permission that permits/prohibits use of the feature. 


  • New Participant
  • January 7, 2025

Will the call summary be accessible through the api? This would be great info to import into our ticket management system.


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