Transcribe and summarize your calls with AI

Get the transcript and an automatic summary of your client calls, so nothing is forgotten and everything is logged in the CRM.

On a call, you rarely note everything. AI transcription captures the content of your client calls and produces a clear summary, attached to the right contact or event. You keep a reliable record of commitments, with no manual note-taking. This article details everything the AI produces, where it is stored, and how to use that information day to day.

The benefit is twofold: you listen to your contact instead of scribbling, and the team then has a shared, searchable record of every exchange. Nothing slips between two calls.

Why it's useful

In a business where every detail counts (times, services, amounts), a faithful record of the call prevents misunderstandings and secures your commitments.

You no longer depend on your memory or scattered notes.
The whole team accesses the same version of the conversation.
Decisions and figures stay verifiable after the fact.
Commercial follow-up rests on facts, not memories.

Prerequisites

A few conditions are needed for the transcript and summary to appear in your workspace.

Have a call placed through the channel connected to Joinways.
Have a contact or event to attach the call to.
Tell your contacts the call is recorded/transcribed, in line with your legal obligations.

What you'll learn

Access a call's transcript and summary.
Attach the call to the right contact or event.
Turn key points into follow-up tasks.
Know where each item is stored and how to find it again.
Tell the summary from the full transcript and when to use each.

What AI produces

After each call, the AI generates several complementary items. Together, they save you from rewriting the conversation by hand.

The full transcript of the exchange, word for word.
A summary of the important points and decisions made.
Suggested follow-up actions drawn from the conversation.

Where it is stored

Every transcribed call is kept in the CRM, attached to the relevant record. You always find it in the same place, which makes it a shared memory of the client relationship.

The call appears in the calls / activities section of the contact or event.
The transcript and summary are accessible by opening the call.
The suggested follow-up actions are shown with the summary.

View a transcript

Finding a transcript takes only a few seconds once the call is attached. Here is how.

Open the relevant contact or event.
Go to the calls / activities section.
Open the call to read the transcript and summary.

Reference: what you get and where

Here, one line each, are the items produced for every call and where to find them.

Transcript — the full text of the exchange, accessible by opening the call.

Summary — the important points and decisions, shown at the top of the call.

Follow-up actions — tasks suggested from the conversation.

Attachment — the link to the relevant contact or event.

Calls / activities section — the place in the CRM where the call is listed.

Call date — the timestamp that places the exchange in the record's history.

How it works

Once the call ends, the AI processes the recording, produces the transcript, then extracts the summary and suggested actions from it. The whole set is then attached to the contact or event record, where it stays available.

You have nothing to type: simply open the call to read what was said and decided, then turn the key points into tasks.

Open the relevant record and locate the call in the activities.
Read the summary, then open the transcript for the detail if needed.
Convert the suggested actions into follow-up tasks.

Edge cases

A few situations deserve your attention.

If the call isn't attached yet, open the right record and link it before using the summary.
Proper nouns and numbers may include approximations: check them in the transcript.
For a call covering several topics, create one follow-up task per commitment so nothing is lost.
A very short or inaudible call may produce a limited summary: rely on the transcript in that case.

💡 Good to know: tell your contacts the call is recorded/transcribed, in line with your legal obligations.

Best practices

Review the summary right after the call to create follow-up tasks.
Check the figures mentioned (dates, amounts) in the transcript before committing.
Attach every call to the right record to keep a clean history.
Turn suggested actions into concrete tasks rather than leaving them in the summary.
Re-read the summary before sending a quote that follows a call.

Troubleshooting

Problem — the transcript doesn't appear on the record.

Cause: the call isn't attached to the right contact or event.
Solution: open the expected record and link the call to it.

Problem — a name or amount looks wrong.

Cause: the AI may approximate proper nouns and numbers.
Solution: reread the relevant passage in the full transcript and correct your follow-up.

Problem — you can't find a past call.

Cause: you're looking at the wrong record or the wrong section.
Solution: open the calls / activities section of the relevant contact or event.

Real-world example

After a call with a bride, Marc opens the summary: she wants to move the cocktail to 5pm and add a valet service. Marc creates two follow-up tasks and updates the quote, forgetting nothing from the conversation.

Another example

Sophie takes a call from a seminar organiser. Later, she opens the event, reads the transcript to verify the exact number of attendees announced, then converts the suggested action "send the floor plan" into a task assigned to her team.

FAQ

Is the transcript perfect?

It is highly reliable but may include approximations on proper nouns or numbers. Double-check the key items.

Where do I find a call's summary?

In the calls / activities section of the record, by opening the relevant call.

Can I attach a call to an event rather than a contact?

Yes, a call can be attached to the right contact or the right event depending on the subject.

Do follow-up actions become tasks automatically?

They are suggested from the conversation; it is up to you to turn them into follow-up tasks.

Does the summary replace the transcript?

No: the summary condenses the decisions, while the full transcript stays available for the detail.

Should I tell my contact about the recording?

Yes, tell them the call is recorded/transcribed, in line with your legal obligations.

Can the whole team view the call?

Yes, the call is attached to the CRM record, accessible to anyone with access to that contact or event.