Call recording and AI summary

Review call recordings, transcripts, summaries, privacy settings, and follow-up suggestions.

6 min readUpdated June 2026

Open a call workspace

Open Calls, then select a call row. You can also open call activity from a contact or lead timeline.

Video walkthrough placeholder showing call playback, transcript, AI summary, privacy note, and follow-up actions.
Video: Review call recording and AI summary
Video walkthrough placeholder showing call playback, transcript, AI summary, privacy note, and follow-up actions.
Call detail workspace with recording player, transcript panel, AI summary, follow-up task suggestion, linked record, and privacy notice.
Call detail workspace with recording player, transcript panel, AI summary, follow-up task suggestion, linked record, and privacy notice.

What to review

  • Recording playback and duration.
  • Transcript accuracy.
  • AI summary and next steps.
  • Linked contact, lead, or deal.
  • Rep notes and outcome.

Privacy and compliance

  • Follow local call recording consent rules.
  • Use role permissions to limit who can access recordings.
  • Do not rely on AI summary alone when the call is sensitive.
  • Correct the timeline with a manual note when the transcript misses important context.
Call transcript and AI summary panel with source recording, role-limited access indicator, and edit note action.
Call transcript and AI summary panel with source recording, role-limited access indicator, and edit note action.

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