I wanted to share something with you that I think could really improve the quality of our call summaries.

Below, you’ll see a comparison between the AI-generated summary from RingCentral and the version generated through ChatGPT using the exact same transcript.
The RingCentral summary gives a brief recap and task list — which is fine for quick reference — but it lacks depth and context. It misses the nuances of the conversation, like tone, client sentiment, investment rationale, and next steps in detail.

The ChatGPT version, on the other hand, reads much more like a professional client note. It includes:

• A clear summary of the client’s current situation and market perspective.
• Detailed investment discussion (product specs, reasoning, client familiarity, and decision path).
• A breakdown of alternatives considered.
• Background on the client’s experience and risk understanding.
• Concrete next steps assigned to specific people.
• Tone assessment that captures rapport and trust.

If RingCentral could integrate this kind of context and structure — especially around client sentiment, investment details, and follow-up tasks — it would dramatically improve the usefulness of these summaries for both compliance and client management.