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AI-Summaries

AI-Summaries

With the AI Summaries feature, you automatically receive a summary of a call, almost immediately after it ends. The summary is generated based on the call recording (Speech to Text).

Requirements

⚠️ Call recording is required. Without an audio recording, no summary can be generated. Always verify the settings below before activating AI Summaries.

1. Call recording always enabled

Make sure call recording is set to always on for the user. This is done via the infinity symbol (∞) in the call recording settings for that user. This ensures every call is automatically recorded.

2. Storage duration of at least 7 days

Set the call recording storage duration to at least 7 days. With a storage duration of 0 days, recordings are not retained and no summary can be created.

The feature is active for all users within the platform who meet the above requirements.

Activating

  1. Go to the Company Panel.

  2. Open General settings.

  3. Toggle "Create AI summaries of recorded calls" to Yes.

By default, the feature is only active for external calls.

Enable for internal calls

Want to apply AI summaries to internal calls as well?

  1. Toggle "Also apply to internal calls" to Yes.

Choosing an AI model

You can choose from multiple AI models for generating summaries:

  • OpenAI / ChatGPT – Hosted outside the EU | ISO 27001 | SOC 2 Type II

  • Mistral AI – Hosted in the EU | ISO 27001 | SOC 2 Type II

Select the desired model via the model selection in the settings.

Receiving summaries by email

It is possible to automatically send the summary to an email address.

  1. Toggle "Send AI summaries by email to the user" to Yes.

  2. The email address used is the one configured in the user settings.

Sending summaries via webhook

You can also automatically forward summaries to an external application via a webhook.

  1. Toggle "Send AI summaries via webhook" to Yes.

  2. Configure the following settings:

    Setting

    Options

    Method

    POST or PUT

    URL

    The webhook URL of your application

    Timeout

    1 - 10 seconds

Viewing summaries

After a call ends, the summary is available in two ways:

  • CDR Reporting – Click on a call to expand it. The AI summary appears next to the existing call flow.

  • Email – When the email option is enabled, you receive the summary directly in your inbox.

The summary contains an overview of the call, notes, tags, and any action points.

Retrieving summaries via the Realtime API

🔜 Coming soon – Via the Realtime API it will be possible to retrieve AI summaries programmatically. This enables integration of summaries into external systems or custom dashboards. Please refer to the API documentation once this feature becomes available.

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