Call summaries
What you get after each call to your Jesse number.
The email
Sent to the address under After the call on your receptionist, a minute or so after the caller hangs up. The subject says who called, and starts with URGENT when the caller needs help today or described an emergency.
| Detail | What it holds |
|---|---|
| Caller name | The name they gave. |
| Callback number | The number to call them back on, when it isn't the one they called from. |
| Caller type | New customer, existing customer, sales call, or other. |
| Reason | What they need, in one sentence. |
| Job address | The address of the job, if they gave one. |
| Urgent | Yes when they need help today. |
| Callback time | When they'd like a call back, if they said. |
Below the details is a short summary and the whole conversation. You can add your own details to capture under After the call, in Details to capture.
On your dashboard
Every call is listed under Calls on your home page, newest first. Open one to see the same summary and details, the full transcript, and the number it came from.
About says what the call was about, picked from a fixed list right after the call: Emergency, New work, Scheduling, Existing job, Billing, Question, Asked for someone, Sales & spam, or Something else. Insights counts your calls by it. When it's wrong, press it and pick another. The call then says "You changed this", along with what it was before, and Insights counts your pick from then on. Picking the first one again undoes the change.
Calls that don't email you
- Calls where you, the owner, talked to your own assistant. A test call as a normal caller does email you.
- Conversations with your setup helper (Talk as the boss).
When a caller is put through to someone on your team and nobody answers, the whole call, before and after the ring, comes as one email.
Didn't find it? See all the help pages, or email hey@leftjoinstudio.com.