✨ Introduction:
Webware Phone automatically generates AI-powered transcripts and summaries for calls made or received directly through the Webware Dashboard. These are saved alongside the call recordings, giving you a complete record of each interaction. Reviewing these ensures you don’t miss any important customer requests, agreements, or details.
🔔 What to Know Before You Start:
You’ll need Admin or TeamAdmin permissions to access Webware Phone call records.
Transcripts and recordings are only available for calls answered or made directly within the Webware Dashboard.
Calls that are forwarded to your personal phone will not have transcripts or recordings.
🛠️ Step-by-Step: How to View Call Transcripts and Recordings
✅ Option 1: Viewing from the Phone Section
Log in to your Webware Dashboard.
Navigate to the Phone section from the main menu.
In the Call History tab, you’ll see a list of all recent calls.
Click on any call record to open the Call Details page.
On this page, you can:
Listen to the call recording.
Review the AI-generated call summary.
Read the full transcript of the conversation.
Use the transcript to quickly pull important information or add follow-up tasks directly from the page.
✅ Option 2: Viewing from the Contact Card
Navigate to the CRM section in your Webware Dashboard.
Search for and open the Contact Card of the person you spoke with.
Scroll down to the Phone section within the Contact Card.
Click on any logged call to:
Listen to the recording.
Review the AI summary.
Read the full transcript.
This keeps the call history linked directly to the contact, so your team can easily access past conversations.
✅ Pro Tip:
Use the transcript and summary to quickly document key action items or customer requests — this helps with follow-up emails and tasks.
🎯 Next Steps:
After reviewing a transcript or recording, you can:
Update contact details based on the call.
Assign follow-up tasks to your team.
Share important calls or summaries with relevant team members to ensure everyone is aligned.