What are call transcripts and summaries?
Phone call transcripts are now available via a Twilio integration. This means if you make a call through ZipLeads, a transcript and summary of that call can be attached to the contact record. These transcripts and summaries will appear as a note on the contact card, as per the below:
Call transcripts are a great option for record keeping, sales team coaching, quality assurance and identifying your customers needs at a glance. Additionally, call summaries can improve lead follow up and efficiency.
Please note call recording must be enabled for transcripts and summaries to be activated.
How do you enable call transcripts and summaries on your account?
To activate call transcripts within your account, our team will need to complete a Twilio integration internally. Please complete the below form to register and you'll receive a confirmation email once complete.
Twilio will need to assist with the integration setup. Please allow 5 business days for the transcripts to be activated within your account.