Email AI Receptionist Call History Summary After Each Call
Description:
Add an option for the AI receptionist to automatically email a detailed summary of each call once the call ends.
Details:
The email should be sent immediately after the call concludes.
The content and layout of the email should match exactly what is displayed when clicking on the call in the AI receptionist’s call history interface.
Include all available details, such as:
Caller name
Phone number
Date and time of the call
Duration
Call status (answered, missed, transferred, etc.)
Department or person transferred to (if applicable)
Full conversation transcript
Any assigned tags or notes
Caller location and caller ID info (if available)
Purpose:
To ensure that internal teams receive a clear and consistent record of every call, in the same familiar format as seen in the call history dashboard.
Boston Best
shared this idea
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Beth
commented
This is so critical to be able to keep everyone on a team up to date with what is happening with a customer. It is especially important for a manager to be able to see all those working under them and track what has been said and what the next steps are. PLEASE enable admin-view of all extensions' notes/transcripts
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Dale
commented
For us this is essential in making AIR useful for after-hours coverage. In addition, it really needs to be accessible within the RingCentral desktop app by all agents. Ideally, it would be a separate digital interaction section where these Lead Captures could be marked as "resolved".
It's strange to me that this is not already implemented since there's third-party CRM integrations for software like SalesForce already available. Maybe I'm missing something?
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Sweetie
commented
We need this feature to make sure we keep track of the AI receptionist conversations, and also this way we can use the data to continuously improve our internal AI receptionist data library so the service can be updated.
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Randy
commented
This should be a basic option since Ring Central has Ring Central notes. The AI has call transcript already in the call history. Emailing it automatically should be an easy implementation.
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Mandy
commented
We definitely need the email to show if an online booking link was sent to the customer.
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Andrea
commented
This is an absolute must for us and even a possible text response. I was told initially that this was already an option and unfortunately it wasn’t until the end of my call set up that I was told it isn’t. This may be a reason for cancelling my AIR through Ring Central