Ai Recaps

  • Last updated on Dec 13, 2024
  • Published on May 30, 2023
  • 7 minute(s) read

With Ai Recaps, you get highly accurate, conversational summaries of every AI-enabled call or meeting, so you can focus on revenue-generating activities, instead of reviewing transcripts or meeting notes. 

These summaries are editable and sharable, created with Dialpad's proprietary generative Ai, Dialpad GPT.  Ai Recaps also categorizes the call's purpose and outcome, and can even schedule a follow-up meeting or write a post-call email or text message. Whether you are a busy executive or a customer support representative, Ai Recaps helps you streamline your workflows and save valuable time.

Let's dive into the details!

Who can use this
Ai Recaps are available to all Dialpad users on every plan.

Dialpad Ai is currently available in English, Spanish, and French. Check here to see which language options are available in your country.


Ai Recap uses Dialpad’s proprietary NLP and NLU models to instantly summarize your calls and meetings, collecting valuable Ai insights and action items to keep your team on track and ensure your clients receive the service they deserve.

Ai recap combines the following four Ai features into a single, easy-to-read, format: 

  • Ai Call Summary - An Ai-generated summary of the call.
    • A summary of key conversation points and topics that can be customized per call.
  • Ai Outcomes - The call outcome, defined by Ai.
    • Was the issue resolved? Do you need to circle back? 
  • Ai Call Purpose - The reason for the call, categorized by Ai.
    • Call purpose categories let you quickly spot patterns and easily track conversations related to the same topic. 
  • Ai Action Items - Follow-up tasks, determined by Ai
    • Action Items remind you about tasks discussed in the call, such as sending a report or follow-up email. Not only that, calender events can be created right from the Action Item. 

To use Ai Recaps, there’s only one thing you need to do to — make sure Ai is turned on.

To turn on Ai:

  1. Head to Your Settings from Dialpad.com
  2. Navigate Dialpad Ai
  3. Check the box beside Turn on Ai for my calls


Note

Ai must be enabled at the company level before you can configure Ai preferences for offices, contact centers, departments, individual users, and coaching groups. 

If you don’t see the Ai option in your settings, reach out to your admin.

Seconds after the call or meeting has finished, your Ai Recap is ready to be viewed.

Ai Recaps can be viewed from your conversation threads, your web call history and in your Inbox. 

To access an Ai Recap from a conversation, open a conversation thread and navigate to the call. 

From the conversation view, you can customize your Ai Recap, share feedback and even copy the recap's text.

Ai Recaps can be accessed right from the Calls and Meeting sections of your Dialpad inbox.

To view an Ai Recap from your inbox, navigate to the Calls or Meeting section, hover over the interaction and select View Ai Recap.

The Ai Recap will open, ready to be shared and customized. 

Ai Recaps can also be accessed from your Web Call History. 

  1. Navigate to Call History
  2. Select the Ai icon beside the call You'll instantly be taken to the call's Ai Recap, where you can download it, share and customize as needed. 

Want to add something to the recap, change the formatting, or update someone's name? No problem, Ai Recaps can be edited, right within the Dialpad app!

Dialpad offers 4 ways to customize your Ai Recap

  1. Adjust the length of the summary
  2. Change the summary to a bulleted list
  3. Edit the summary or Action Item text
  4. Delete an Action Item

Let's go over each one.

Want a shorter (or longer!) summary? Hover over the Ai Recap summary 

  1. Hover over the recap
  2. Select the magic pencil icon 
  3. Choose the desired length

That's it! Sit back and watch as Dialpad GPT adjusts your summary to the new parameters.

Need something a bit shorter to send to your executive team? Use the bulleted list format to keep things concise. 

To change the summary into a bulleted list:

  1. Hover over the recap
  2. Select the list icon

Dialpad GPT will instantly update your summary into a bulleted list. 

To change it back to the original format, simply select the magic pencil icon and choose the summary length. 

Use our edit functionality to adjust text in your summary — this is especially helpful if a name was spelled incorrectly.

To edit the summary text:

  1. Hover over the recap or the Action Item
  2. Select the editor icon
  3. Write your updates
  4. Select Save changes

Remove unnecessary Action Items that are no longer relevant to maintain a clear and focused Ai Recap.

To delete an Action Item

  1. Navigate to Action Items
  2. Hover to the Action Item you want to delete
  3. Select the trach bin icon
  4. Select Delete

Once an Action Item is deleted, it will be permanently removed from all interfaces where Action Items are displayed (Inbox, call summary page and meetings exit page).

Notes
You can only delete Action Items for your own calls.
Only Meeting organizers can delete Action Items.


How many times have you said "I'll book some time on your calendar" or "Sure, I'll schedule a follow-up meeting for next week" and then promptly forgot?

With smart calendaring, forgotten follow-up calls are a thing of the past. Dialpad GPT easily identifies calendarable action items and creates a prompt to schedule a meeting, directly from the Ai Summary. 

To schedule a meeting from your Ai Recap:

  1. Navigate to the Ai Recap 
  2. Select the calendarable event link listed in your Action Items
  3. Choose your calendar
    1. Calendarable events are currently supported with Google Calendar, Office365 and Apple Calendar (iCal).
  4. Enter the event details in the new event details in your calendar

Need to share the call or meeting details with someone else? No problem!

Dialpad offers the ability to share the call details to specific people, to anyone with the URL, or to specific users within your company. 

Ai Recaps can be shared directly from the Dialpad and Dialpad Meetings apps, or from the Call Overview page. 

Tip
You can easily share the summary and all Action Items text by selecting Copy All from the Ai Recap. 

Share your Ai Recap from the conversation view within the Dialpad app. 

  1. Navigate to the call 
  2. Select Share Ai recap
  3. Choose who you want to share it with
  4. Choose what you want to share
  5. Copy the link and share
  6. Select Done

To share an Ai Recap from the Call Overview page, head to your Call History from Dialpad.com 

  1. Navigate to the call
  2. Select the Ai icon
  3. Select the Share icon
  4. Choose what part of the call you want to share
  5. Select who can view it
  6. Select Create link
  7. Copy the link and share  

Easily share your Ai Recap from the Dialpad Meetings browser or web app. 

From your Meeting overview:

  1. Select Share
  2. Choose who to share it with
  3. Choose what part of the meeting you want to share
  4. Add a message (optional)
  5. Copy the link
  6. Select Done
  7. Share the link 

Request access

If you were not the meeting host or co-host, you'll need to be granted access to the Ai Recap. If the host (or co-host) has not yet shared the Ai Recap, you can request it.
Request access from the meeting's summary email, or from your Dialpad inbox. Select the Meetings tab, then hover over the meeting to reveal the Request access button.
The meeting host will receive an email with your request, as well as a Dialbot notification with one click sharing.


Have questions?
Learn more about sharing call summaries in this handy Help Center article. 

Ai Recap is supported on Android and iOS devices. 

To access an Ai Recap, simply tap the call from the conversation view — that's it, the Ai Recap will instantly open. 

All your favorite Ai Recap functionality is available on mobile, too. 

Ai recaps are only viewable and shareable by the meeting’s host.

We’d love to hear your thoughts on our newest feature! Please email ai-feedback@dialpad.com with your feedback.

Even if Ai is turned on, there are a couple of times when an Ai Recap will not be generated. 

  1. If the call is very short, with less than 100 words spoken
  2. If the call was not answered by a person and went to voicemail 

Ai Recap is a native Ai feature for all Dialpad users. If you do not want to have Ai Recap enabled, you’ll have to turn off Dialpad Ai.

Outcomes and Call Purposes are only populated for external calls with users on an Ai Sales or Ai Contact Center license.

No, not at this time. 

If the summary or Action Item seems out of context, or even downright incorrect, we want to know about it. 

Hover over the Summary or the Action Item, then select the Thumbs Up or Thumbs Down icon.

Yes! Ai Recaps uses Dialpad’s own generative Ai, DialpadGPT. This ensures the data does not leave the ecosystem and means they are GDPR and HIPAA compliant. 

Be sure to read this Help Center article for more information on how we protect your data. 

Ai Recap is currently only available in English. 

Yes, Ai Recaps are searchable and a part of Dialpad searches. When you search keywords, names, or phrases, you'll see a new Ai Recaps tab that highlights your Ai Recaps.


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