Zeplyn allows you to capture AI-generated notes during any phone conversation by using a dedicated notetaker line. This feature is especially useful for advisors who frequently work by phone and want to ensure their conversations are documented efficiently and securely.
🔧 How to Use Zeplyn for Phone Calls
1. Dial the Zeplyn Notetaker Number: 855-696-9913
2. Merge the Call:
While on a call with your client, dial the Zeplyn number.
Once connected, merge the calls.
This will activate the notetaker and begin capturing notes.
3. Automatic Note-Taking:
Zeplyn will generate AI-powered notes based on the conversation.
Notes will stop automatically once the call ends.
No manual starting or stopping is required.
⏱ When to Add Zeplyn to a Call
You can initiate Zeplyn's notetaker at any point during your conversation:
Before calling a client:
Dial Zeplyn first, then call your client and merge the calls.After calling a client:
Start the call with your client, then dial Zeplyn and merge.After answering an inbound call:
Once you're on the call with the client, dial Zeplyn and merge the lines.
This flexibility ensures you can always capture notes—whether you're initiating or receiving the call.
👥 Using Multiple Phone Numbers
You can have multiple phone numbers attached to a single Zeplyn account, as long as the number is not already assigned to another individual user. This is useful for advisors who use different business lines or mobile numbers.
🏢 Shared Phone Numbers & PIN Access
If your office or team uses a shared phone number (e.g., a main line or group number), Zeplyn can provide a dedicated PIN code to ensure the correct user is identified.
How it works:
You dial the Zeplyn notetaker line as usual.
When prompted, enter your assigned PIN.
This activates the notetaker under your account, even if the number is shared by others.
To request a PIN or set up shared number access, contact us at support@zeplyn.ai.
For additional questions, please reach out to support@zeplyn.ai.