See a contact's history and add a note
Open a contact to see every call with them, with AI notes and transcripts, and add your own note.
Open Contacts and click a person. Activity lists your calls with them, newest first: the date, how long, and how it ended. Calls your AI receptionist answered include the conversation, written out.
In this video
Step by step
- 1
Every contact keeps a history of your calls with them. In Contacts, open one.
- 2
Activity lists the calls with this person, newest first.
- 3
Each entry shows the date, how long the call lasted, and how it ended: answered, completed, or voicemail.
- 4
Calls your AI receptionist answered include the conversation, written out.
- 5
To add your own note, type it here.
- 6
Press Add, and the note joins the history for your whole team. Here, we do not add it.
- 7
The contact's own notes stay below the history.
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