Common Issues and Solutions

Troubleshooting Call Issues

Call Not Connecting: Verify your internet connection and that the phone number is properly assigned
Poor Call Quality: Check your network connection or move to an area with better reception
Missing Call Summary: If a summary isn't generated, try refreshing the client profile or check your notifications

Missing Notes: If a note doesn't appear, try refreshing the client profile
Note Organization: If notes seem out of order, check the date/time stamps
Search Problems: If search isn't finding expected results, try alternative keywords
Display Issues: If notes aren't displaying properly, try switching tabs and returning to Notes

Missing Information: If important details are missing, you can manually add them to the summary
Delayed Summary: If a summary takes longer than expected, try refreshing the client profile
Inaccuracies: If you notice any inaccuracies, you can edit the summary or add clarifying notes

Issue	Solution
Unable to add new phone number	• Check your subscription limits • Verify you have proper permissions • Try a different area code • Contact support if the issue persists
Number not appearing after adding	• Refresh the phone number management screen • Wait a few minutes and check again • Log out and back into Mel
Cannot assign number to client	• Verify the client profile exists and is active • Check if the number is already assigned to another client • Try releasing and reassigning the number
"Release" button not working	• Refresh the screen • Ensure you have proper permissions • Try logging out and back in • Contact support if the issue persists

Issue	Solution
Calls not connecting	• Check your internet connection • Verify the phone number is properly assigned • Ensure your device has proper permissions for Mel • Try restarting the app
Poor call quality	• Check your network connection strength • Move to an area with better reception • Close other bandwidth-intensive applications • Try using WiFi instead of cellular data (or vice versa)
Client cannot hear you	• Check your device's microphone permissions • Ensure your microphone isn't muted • Try using a headset if available • Verify audio settings on your device
You cannot hear the client	• Check your device's speaker settings • Adjust the call volume • Try using a headset if available • Restart the call if necessary

Issue	Solution
Summary not generating	• Verify the call was properly connected through Mel • Check that the call lasted long enough to generate a summary • Wait a few more minutes as processing may take time • Refresh the client profile
Inaccurate summary content	• Review and edit the summary to correct inaccuracies • Ensure you spoke clearly during the call • For future calls, emphasize key points more clearly • Report significant inaccuracies to help improve the system
Missing key information	• Add the missing information manually to the summary • In future calls, repeat important details for emphasis • Use clearer language for critical information • Check if background noise may have affected the recording
Summary notification not appearing	• Check your notification settings • Refresh the client profile • Navigate to the Notes tab to check if the summary is there • Restart the app if necessary

Issue	Solution
Notes not appearing in chronological order	• Check the date/time stamps on the notes • Refresh the Notes tab • Sort notes by date if that option is available • Log out and back into Mel
Unable to find specific notes	• Use more specific search terms • Try searching by date range if available • Check if you're in the correct client profile • Browse chronologically if search isn't working
Notes tab not loading	• Check your internet connection • Refresh the client profile • Navigate away and back to the Notes tab • Restart the app if necessary
AI summary not updating	• Use the "Refresh" button on the AI summary • Verify new information has been added to the client profile • Wait a few minutes and try again • Check your internet connection

Preparation Before Calls:
- Review the client's profile and previous call summaries
- Have relevant property information readily available
- Prepare a mental outline of key points to cover
- Ensure you're in a quiet environment with good reception
During Calls:
- Speak clearly and at a moderate pace
- Repeat important details like addresses and prices
- Use specific terminology for property features
- Summarize key points at the end of the conversation
- Clearly state next steps and action items
Call Environment:
- Use a quiet location with minimal background noise
- Consider using a headset for better audio quality
- Avoid speakerphone when possible
- Close other apps that might compete for bandwidth
- Ensure your device has sufficient battery life

Review and Enhancement:
- Review call summaries promptly after they're generated
- Add any missing information while it's fresh in your mind
- Correct any inaccuracies in the summary
- Highlight particularly important points for future reference
- Add your own insights that might not have been captured
Organization Strategies:
- Use consistent terminology across all client communications
- Develop a routine for reviewing client notes before meetings
- Create a system for flagging high-priority notes
- Regularly check the AI summary for a holistic view
- Consider adding manual notes for important non-call events
Leveraging Note Content:
- Use call summaries to prepare for follow-up communications
- Reference specific points from previous conversations
- Track evolving client preferences over time
- Identify patterns in client behavior and preferences
- Use insights from notes to personalize your service

Time-Saving Techniques:
- Let Mel handle note-taking completely during calls
- Use the AI summary for quick client refreshers
- Batch your client calls when possible
- Review call summaries during downtime
- Use insights from one client to inform approaches with similar clients
Communication Enhancement:
- Reference previous conversations to show attentiveness
- Use call summaries to follow up on specific client interests
- Prepare for calls by reviewing recent notes
- Track client communication preferences (call vs. text)
- Maintain consistent communication cadence based on client needs
Client Relationship Building:
- Use details from call summaries to personalize interactions
- Follow up on personal details mentioned in previous calls
- Track and acknowledge client milestones
- Use the comprehensive client journey to anticipate needs
- Demonstrate your attention to detail by referencing previous conversations
Advanced Feature Usage:
- Combine call insights with property recommendation features
- Use call summaries to inform your marketing approach
- Track common questions and concerns across multiple clients
- Identify trends in client preferences over time
- Use communication patterns to optimize your outreach strategy