Every call keeps its own notes and follow ups
Each call carries its own record: tags, notes typed during the call, an @mention that emails a colleague, a booked callback, and a follow-up status that belongs to someone. Nothing is handed over on memory.
The next person to deal with this customer opens the call and already knows the story.
What you get with Call Notes & Collaboration
Notes typed during the call
Agents write notes while they are still talking, so the details are right, not pieced together afterwards.
@mention a colleague
Mention someone in a call note and they get an email with a link. Handing a customer over stops being a chat in the corridor.
Tag calls by type
Label calls as Complaint, VIP, Interested, or your own labels, then filter and report on them later.
Book a callback
Set the follow-up call against the contact or the call, give it to a person, and attach an email reminder.
Follow-up status
Mark a call as needs follow up, in progress or done, so open items are visible, not assumed.
Every follow up has an owner
Nothing sits in a shared inbox that nobody feels responsible for.
The whole story in one place
Comments, mentions, callbacks and status all live on the call itself, next to the recording, not in a separate spreadsheet.
Easy to find later
Filter by tag, status or owner to pull up every call that still needs someone to act on it.
Call Notes & Collaboration questions
Straight answers about Call Notes & Collaboration, in plain language.
01Can agents write notes while still on the call?
Yes. Notes and tags are added during the call, when the details are freshest, not from memory after hanging up.
02How does an @mention reach my colleague?
They get an email with a link to the call, so handovers do not depend on someone happening to be at their desk.
03Can I see everything still waiting on a follow up?
Yes. Calls carry a follow-up status and an owner, so you can filter for everything that is not done and see who it belongs to.
04Do the notes stay with the recording?
Yes. The notes, tags, mentions, callbacks and status all sit on the call itself, next to the recording of it.
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