Every phone call, written up: summaries, to-dos and a transcript

A call ends and the details are already in the customer’s conversation: a short summary, the to-dos it raised, the recording and a transcript by speaker. Here’s how to get the most out of it.

T
The Colvy Team
· 5 min read

Phone calls are where the details get lost. Someone promises a callback with a quote, the call ends, the next customer walks in, and the promise lives on a sticky note, if anywhere.

In Colvy, a call ends up in the same conversation as the customer’s texts, emails and messages, written up for you.

The call card

Every call shows as a card in the customer’s conversation:

  • Which way it went and how long. An arrow for incoming or outgoing, and the length as a small chip.
  • The mood. A short read of how the call went, so a frustrated customer stands out before you call back.
  • Who handled it. The teammate who took the call, by name.
  • A summary. A few lines on what was asked and what was agreed. Long ones fold away behind Read more.
CCall9:23 · Handled by Alex
Outgoing call to Priya · positive
SummaryFollowed up the 8ft tank enquiry. Gave dimensions and prices for the 8ft and 6ft options. Priya wants a full package quote by email.Read more

The to-dos it raised

Under the summary, Colvy suggests the tasks the call created, like Send Priya a quote for the full package. Tick the ones you want, set a reminder, and save them. If a matching task already exists, you can add the new step to it as a checklist item instead of creating a duplicate.

Recording and transcript

The recording plays right in the card, and you can download it. The transcript groups the conversation by speaker, so you can skim to the part where the price was agreed. When there’s a translation, you can switch between the languages.

That makes the call searchable history for whoever picks the conversation up next. They don’t have to ask the customer to repeat themselves.

Talk time at a glance

Call logs show your total talk time for the period you choose, split into incoming and outgoing, next to the list of calls. The app shows it for today, the last 7 days and the last 30. It’s a quick way to see how much of the week went on the phone, and whether a missed-call text or a booking link could save some of it.

On the go

The Colvy app shows the same card: summary, to-dos, recording and transcript. You can clear the to-dos from the car park.

See Colvy’s phone features or start free.

Key takeaways

  • Each call lands in the customer’s conversation as a card: direction, length, mood and who handled it.
  • A short summary and suggested to-dos appear after the call; add them as tasks with one tap.
  • The recording and a transcript, grouped by speaker, sit right under it.
  • Call logs show your total talk time, split into incoming and outgoing, for the period you choose.

Bring every conversation into one inbox

Messages, calls, reviews and feedback — all in Colvy. Start free.

Get started free

Keep reading

Product

Give your AI agents a name and a face

Product

Growing team, same control: refund permissions, a refund PIN and locked keys

Product

Quotes, labels and photos: files that look like files

Talk to the Colvy team

Have questions?
Let’s talk.

Leave your details and our team will get back to you.

  • A real person from our team, not a bot
  • Ask about pricing, setup or moving from another tool
  • We only use your number to get back to you

We’ll call or text you about your question, nothing else. No marketing. See our privacy policy.