How do I get my call summaries and call scores automatically on Tekmatix?

• Call notes. A summary showing what the contact asked for, the actions you agreed on and the next steps.
• Easy handoffs. A teammate can read the summary before they call the contact back, so nobody starts from scratch.
• Contact updates. Names and emails mentioned on the call are staged for you to review and save.
• Call outcomes. The outcome is preselected from your own disposition list, and you confirm it.
• Coaching. Each call gets a score out of 10 and a tip for how to improve.

Less time on paperwork. The summary is written for you, so you can move straight to the next call instead of typing notes.

Nothing gets forgotten. Requests, promises and next steps are captured from the call itself, not from memory an hour later.

Your team gets better, call by call. A score and a coaching tip on every call means you can spot what's working and help people improve without listening to every recording.

Your contact records stay accurate. Details mentioned on the call are suggested for the contact, and you stay in control because nothing saves until you approve it.

• Calls made through your Tekmatix phone system. Voice Intelligence only works on calls using phone numbers from your Tekmatix phone system.
• Call recording switched on. Voice Intelligence only works on recorded calls.
• Your disposition list (the list of call outcomes you use), if you want call outcome suggestions.
• Your call script or the things you want to score, if you want to build your own QA scorecard.

1. Turn it on in LabsSwitch on Voice Intelligence in Labs.
2. Open your Voice settingsGo to Settings, then Phone System, then Voice, then Call Recording & Transcription, then Voice Intelligence.
3. Switch on the toggleTurn on the Voice intelligence toggle. Make sure call recording is switched on too.

1. Choose your summary sectionsPick which sections appear in each call summary, such as next steps or objections, and the order they show in.
2. Build your QA scorecardAdd, edit or remove scoring categories so the score matches your own call script.
3. Choose your field suggestionsPick which contact fields Voice Intelligence can suggest updates for, including your custom fields.
4. Check your call outcomesOutcome suggestions only come from your own disposition list, so make sure that list covers the outcomes you use.
5. Set the languageChoose the language you want the results in.

• You stay in control. Nothing changes on a contact until someone approves it.
• Every feature can be turned off. If you only want summaries, switch off the rest.
• Changes apply going forward. When you change a setting, it applies to calls made after the change, not to past calls.
• Some calls are skipped. Voicemails and very short calls aren't processed.
• Rate the results. Because it's a Labs feature, you can rate each result with the thumbs icons to help improve it.

1. Score calls against your real script. Turn the steps in your sales or intake script into QA scorecard categories. Every call is then measured against the way you actually want calls run.
2. Make handoffs painless. Before anyone calls a contact back, ask them to read the last call summary. The contact won't have to repeat themselves.
3. Use the coaching tips in team meetings. Once a week, pick a few calls with high and low scores and talk through the tips together.
4. Tidy up your disposition list. Since outcomes come from your own list, make sure it reflects what really happens on your calls, like "Booked", "Needs follow-up" or "Not a fit".
5. Put objections in your summaries. Add an objections section to the summary. Over time you'll see the questions people raise most, and you can answer them on your website and in your emails.