After every call, your agent sends you an email summary: who called, what was said, what was done and what is left to do, with a link to the full call. In your dashboard, the call history and statistics let you find a conversation again and follow the activity on your line.
After every call: the email summary
On every plan, the summary comes to you: as soon as the call ends, a summary email lands in your inbox. It contains:
- an overview of the conversation, written by the AI;
- the call details: caller's number, date, duration, agent that answered;
- the key points and topics covered ;
- the actions already taken during the call, such as an appointment booked or a confirmation SMS sent, and those still to do;
- the caller's sentiment: positive, neutral or negative;
- a link to the full call, with the transcript and, if switched on, the recording.
You receive a summary of every call, whatever language the call took place in. It is also sent for transferred calls.
Recording and transcripts
Transcripts, on every plan
Every call is transcribed alongside the conversation, by a recognition engine fed with your business's vocabulary. The transcript stays true to the language spoken, and can be translated in one click. If the caller's line was poor, the call record flags it, which explains a less clear transcript.
Recording, opt-in
Call recording is available from the Essentiel plan, as shown on the pricing page. It is never active by default: you switch it on knowingly. The agent then announces it at the start of the call, and the caller can object. Before switching it on, the guide to GDPR and call recording sets out the rules on informing callers and on retention periods.
Notifications
As well as the email, you can be notified of a call by SMS, on paid plans. These notifications draw on your plan's SMS credit, like appointment confirmations. A periodic email summary, hourly, daily or weekly, also gives you an overview of all your calls.
Your alerts can also arrive on WhatsApp, once your WhatsApp is linked to your agent. They are set agent by agent, in “Account” → “Notifications”: an alert at the end of a call that needs action, with the number to call back and a link to the call, a message for every appointment booked, moved or cancelled by the agent, the “Daily report” every morning, or a “Message for every call”. WhatsApp limits automatic messages: if you have not written to your agent on WhatsApp in the last 24 hours, an automatic message may not be sent. Send it a quick message every day to be sure of receiving everything. The app doesn't send push notifications: alerts arrive by email, SMS and WhatsApp. And if you work in industry-specific software, outbound webhooks send every call handled to it, with no re-keying: the webhooks page explains how it works.
In the app: history and statistics
Call history
In “Activity” → “Calls”, every call is time-stamped, summarised and sorted. The “To do” filter gathers those that need follow-up, such as a message taken or a callback promised during the conversation, until someone deals with them: no request is left hanging. Calls you make yourself from Sayelo, with your agent's number (only in France for now), also appear there, with the “Outbound” label.
To find a conversation, your caller directory can be filtered by period or by agent, and a search of what was said finds the caller even without their name, with the extract from the call to back it up. Each contact's record, in “Contacts”, also keeps the history of their recent calls, and the agent uses it to recognise your regular customers. You can also ask your agent, in the app or on WhatsApp: “Who called this morning?”
Statistics
“Activity” → “Statistics” shows calls, minutes, average duration, successful calls, caller sentiment and agent autonomy, over 7 days, 30 days, 3, 6 or 12 months, compared with the previous period. They help you decide, for example, whether to adjust the agent's instructions on a frequent reason for calling, or whether your plan still matches your volume.
What you do with it
Call tracking is only worthwhile if it leads to action. For an architect who receives project enquiries between two site meetings, or a managing agent who receives reports from flat owners, the summary lets you decide at a glance who to call back first. The guide to calling a customer back after a call details the method: what to read, what to listen to, what to say.
The agent works as back-up for your teams, never in their place: it takes the call, prepares the ground, and you keep the relationship.
Retention and deletion
Your call data is hosted in France by an HDS-certified host, on all plans. Recordings and transcripts are kept for a limited period, which you set; after that, they are deleted. Deletion takes one click, and a caller's right to be forgotten is exercised from their contact record. Our Security and GDPR page details these commitments.
