Ai Recaps
    • 04 Apr 2024
    • 7 Minutes to read
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    Ai Recaps

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    Article Summary

    Ai Recaps is a feature offered by Dialpad that provides highly accurate summaries of AI-enabled calls and meetings. These summaries are editable and shareable, allowing users to focus on revenue-generating activities instead of reviewing transcripts or meeting notes. Ai Recaps categorize the call's outcome and purpose, and can even schedule follow-up meetings or write post-call emails or text messages. It combines four AI features into a single, easy-to-read format: Ai Call Summary, Ai Outcomes, Ai Call Purpose, and Ai Action Items. Users can customize the length and format of the summary, edit the text, and even schedule calendar events directly from the recap. Ai Recaps can be accessed from conversation threads, web call history, and the inbox. The feature is available on both mobile devices and desktop platforms.

    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 feature
    Ai Recaps are available to all Dialpad users on every plan.
    Dialpad Ai is available for Offices in the United States, Canada, Mexico, Puerto Rico, New Zealand, Australia, the United Kingdom and Spain.

    What is an Ai Recap?

    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. 
    Note:
    As we fine-tune Ai Recaps, we'll continue to add new functionality. Currently, Ai Recaps are only available in English. 

    Turn on Ai Recaps

    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.

    View an Ai Recap

    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. 

    Access Ai Recaps from a conversation

    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.

    Access Ai Recaps from your inbox 

    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. 

    Access Ai Recaps from Web Call History

    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. 

    Customize an Ai Recap

    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 3 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

    Let's go over each one.

    Adjust the summary length

    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.

    Change the summary to a bulleted list

    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. 

    Edit summary and Action Item text

    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

    Smart calendaring 

    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

    Share an Ai Recap

    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. 

    Share Ai Recap from a conversation

    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

    Share Ai Recap from Call Overview

    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  

    Share Ai Recap from Dialpad Meetings

    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 for mobile

    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. 

    Frequently asked questions 

    Why can’t I share a meeting recap?

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

    How do I share feedback on Ai Recap?

    We’d love to hear your thoughts on our newest feature! Please email [email protected] with your feedback.

    Why don’t I see an Ai Recap for all my calls?

    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 

    Can I opt out of using Ai Recap?

    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.

    Why don’t I see Ai outcomes?

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

    Do Ai Recaps work for voicemails?

    No, not at this time. 

    What do I do if my summary or Action Item doesn’t look right?

    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.

    Is my data secure?

    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. 

    What languages does Ai Recap support?

    Ai Recap is currently only available in English. 

    Can I search Ai Recaps?

    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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