Mel’s calling and note-taking features make it easy to manage client conversations without worrying about documentation. This guide explains how to set up phone numbers, make and receive calls, and access AI-generated summaries and notes.

What You’ll Learn

How to set up and manage phone numbers in Mel
How to make and receive calls through the platform
How Mel automatically generates call summaries
How to access and use these notes
Best practices for getting the most out of these features

Why It Matters

As an agent, your time and relationships are critical. Mel helps you:

Stay organized: Use dedicated phone numbers for client communication.
Capture information: Mel listens in and automatically creates detailed summaries with:
- Preferences and requirements
- Property discussions and feedback
- Action items and next steps
- Challenges and recommended solutions

Managing Phone Numbers

Access Phone Number Management

Tap your profile icon → Settings.
Select Manage phone numbers.
You’ll see:
- Added numbers: Not yet assigned to clients.
- Assigned numbers: Already linked to clients.

Add a New Phone Number

From Manage phone numbers, tap Add number (+).
Choose an area code or specific number.
Complete any verification steps.
Your new number appears under Added numbers with a confirmation message.

Manage Numbers

Assign: Tap Assign → select client → confirm.
Delete: Tap Delete → confirm.
Release (for assigned numbers): Tap Release → confirm. Number moves back to Added numbers.

Best practices:

Give important clients dedicated numbers.
Keep area codes local when possible.
Reuse the same number for a client for consistency.
Regularly review and release unused numbers.

Making & Receiving Calls

Make a Call

From buyers tab: Enter contact in search bar → select contact → tap phone icon.
From client profile: Open profile → tap call button (phone icon).
From call history: Go to Settings → select call history → tap the previous call.

Receive Calls

Clients call your Mel-assigned numbers.
You’ll see a notification with caller ID.
Answer normally — Mel records in the background.

During Calls

Speak naturally.
No need to pause or repeat.
Use regular call controls (mute, speaker, end).
Focus on the client — Mel takes the notes.

After Calls

Mel processes the conversation automatically.
You’ll see “Mel is summarizing your call with [Client].”
Summary is ready within moments.
It’s automatically saved under the client’s Notes tab.

Call Summaries

How It Works

During call: Mel listens.
After call: Mel processes and notifies you.
Completion: Summary added to client’s profile under Notes.

What’s Included

Header (title, timestamp)
Client overview (journey, contact info)
Preferences and requirements (budget, location, property type)
Challenges and recommendations
Timeline analysis and suggestions

Access Summaries

Open client profile.
Go to Notes tab.
Summaries appear chronologically (newest first).
Tap any summary to expand.

AI Summary Feature

Provides a consolidated view of all client interactions.
Found in Quick actions as “AI summary.”
Use Refresh to pull in the latest updates.

Editing: You can add or edit notes directly in a summary when needed.

Best practices:

Review summaries promptly.
Check before new calls or meetings.
Use summaries to track progress and next steps.
Share with team when collaboration is needed.

Notes Management

Access notes from the client profile → Notes tab.
Types of notes include:
- Call summaries (auto)
- Meeting notes
- Manual notes
- System notes (status changes, etc.)
Notes are shown newest first, with timestamps and previews.
Use search or filters (if available) to find specific info.

Integration with Mel Features

Client profiles: Summaries and notes are automatically stored.
Messaging: Calls and texts share the same numbers; both appear in activity history.
Property recommendations: Preferences from calls feed into Mel’s suggestions.
Performance metrics: Call frequency, duration, and follow-up completion are tracked.