Manage Post-call Summary and Automatic notes account wide via Admin Portal
We would like to have the capability to configure or manage Post-call Summary and Automatic notes via the Admin Portal. This will be a great help for us Admins to manage user-level AI settings.
13
votes

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Albert commented
It's unacceptable that this is turned on by default with no way to administratively turn it off at an org level. Financial companies have to follow SEC Rule 17a-4 about electronic communications record keeping and this VIOLATES it. On top of this, we do not allow A.I. to access client information, which phone calls include. Fix this ASAP.
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Mir commented
Would be a great option to have an option to manage the AI notes to be automatically imported or send to a specific group messaging.