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.

Updated October 7, 2026

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.

Aircall connected to Joinways (Settings, Integrations): the transcript comes from the call recording.
Nothing to link by hand: Joinways recognizes the number and ties the call to the matching contact, inquiry or event.
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.
Know where the call is filed: in an inquiry or in an 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 one- or two-sentence summary, and the event details found in the conversation (client, date, attendees, budget, needs).
A classification of the call: new inquiry, follow-up on an existing file, or no inquiry (« Filed (not a lead) »).

Where it is stored

A call bringing a new request creates an inquiry in Inquiries, pre-filled with the call's data. A call about an existing event joins its « Conversations » tab, and its summary is added there as a note.

The call shows in the inquiry (Inquiries) or in the event's « Conversations » tab, mixed with emails by date.
The « Call transcript » opens with the audio player (« Play recording ») and lines attributed to the sales rep and the client.
For a follow-up call, the summary is saved as a note on the related event.
During the call, « Quick notes » typed in the call window are saved automatically on the contact or event record.

View a transcript

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

Open the inquiry in Inquiries, or the related event.
In the event, open the « Conversations » tab and find the call in the list.
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: one or two sentences condensing the call, shown with the call.

Extracted data: client, date, attendees, budget, needs; they pre-fill the inquiry.

Attachment: the related inquiry or event, found automatically from the phone number (« Match: … »).

« Conversations » tab: where the event lists the call alongside emails.

Call date: the timestamp that places the call among the emails of the inquiry or event.

How it works

Once the call ends, the AI processes the recording, produces the transcript, derives a summary and the event details, then classifies the call. A new request lands in Inquiries; a follow-up joins the existing event.

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 inquiry, or the event's « Conversations » tab, and locate the call.
Read the summary, then open the transcript for the detail if needed.
Create the follow-up tasks you need yourself from the event's « Tasks » tab.

Edge cases

A few situations deserve your attention.

If the number isn't linked to any known contact, open the call and click « Create contact » 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.

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.
Check the match shown on the call to keep a clean history.
Turn each commitment made on the phone into a concrete task.
Re-read the summary before sending a quote that follows a call.

Troubleshooting

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

Cause: the number wasn't linked to any known contact.
Solution: open the call, click « Create contact », then find it in the related inquiry or event.

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 in the wrong place. A new inquiry and a follow-up call aren't filed in the same place.
Solution: look for the call in Inquiries if it created an inquiry, or in the event's « Conversations » tab if it was a follow-up.

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 organizer. Later she opens the event, reads the transcript in the « Conversations » tab to check the exact headcount announced, then creates a "send the floor plan" task for 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 inquiry created by the call, or in the event's « Conversations » tab for a follow-up call: open the relevant call.

Do I need to attach the call myself?

No. Joinways recognizes the number: a follow-up call joins the related event, a new request lands in your Inquiries. If the number is unknown, click « Create contact » in the call.

Does Joinways create tasks from the call?

Joinways neither creates nor suggests tasks after a call. Read the summary and create the useful tasks yourself.

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.