Smart notes (AI) when transferring calls (Fix)
Right now, when the customers transfer the call to another user, the smart notes are still showing as the person who transferred the call and the recipient. Please fix it so that smart notes will reflect the parties who are having the conversation.
Joan
shared this idea
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Aaron
commented
This represents a significant flaw in the current system. In most cases, the individual who initially answers a call from the ring group is not the intended contact for the customer. Because the AI note taker stops functioning once a call is transferred, key details from those conversations are often lost. As a result, we’re missing important information that would otherwise be accurately captured by the AI notetaker.
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Susan
commented
This is a critical failure of the system. More often than not, the person who answers a call from a ring group is not the person our customers want or need to speak with, so the fact that the AI note taker doesn't function when a call is transferred means important data from our conversations isn't captured with the accuracy of the AI notetaker.
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Erin
commented
We are having this issue too.