Show agent's notes on specific call in call history
When setting disposition, agent can leave free text notes related to that call together with AI generated summary. However, these notes are never shown in the call details under calls history. The suggestion is to show these custom notes as well.
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Amy
commented
This is an essential feature that our agents rely on to ensure everyone has visibility into the investors' needs & that everyone is kept up to date with the latest information.
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Cynthia
commented
This is an essential feature that our agents rely on to ensure everyone has visibility into the investors' needs & that everyone is kept up to date with the latest information.
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Kate
commented
It would definitely be useful!
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Elizabeth
commented
This is a feature that our agents depend on and absolutely need to be able to see so that everyone is up to date on each investor and their call-in needs.