Turn a call log into a shared workspace
Every call carries its own timeline: tags, notes written live, @mentions that email a colleague, scheduled callbacks and a follow up status somebody owns. Nothing gets handed over on memory.
The next person to touch this customer opens the call and already knows the story.
What you get with Call Notes & Collaboration
Notes written during the call
Agents type notes while they are still talking, so the detail is captured at full accuracy instead of reconstructed afterwards.
@Mention a colleague
Tag someone on a call note and they are emailed. Handing a customer over stops being a corridor conversation.
Call tags by category
Label calls as Complaint, VIP, Interested or your own categories, then filter and report on them later.
Scheduled callbacks
Book the follow up against the contact or the call, assigned to a person, with an email reminder attached.
Follow up status
Mark a call as needing follow up, in progress or resolved, so open items are visible instead of assumed.
Assignment
Every follow up has an owner. Nothing sits in a shared inbox nobody feels responsible for.
The whole history in one place
Comments, mentions, callbacks and status live on the call itself, next to the recording, not in a separate spreadsheet.
Findable later
Filter by tag, status or owner to pull up every call that still needs somebody to act on it.
Call Notes & Collaboration questions
Can agents write notes while still on the call?
Yes. Notes and tags are applied live during the conversation, which is when the detail is sharpest, rather than from memory after hanging up.
How does an @mention reach my colleague?
They are notified by email with a link to the call, so handoffs and escalations do not depend on somebody happening to be at their desk.
Can I see everything still waiting on follow up?
Yes. Calls carry a follow up status and an owner, so you can filter for everything unresolved and see who it belongs to.
Do notes stay attached to the recording?
Yes. The notes, tags, mentions, callbacks and status all sit on the call itself, alongside the recording of it.
Ready to put your phones in the cloud?
Book a free demo of CloudCall. We set up your number, extensions and call flow, then have you live within a day. No hardware and no long contract.