--- title: "AI Spotlight: Action Items" slug: "ai-spotlight-action-items" updated: 2025-09-17T22:51:07Z published: 2025-09-17T22:51:07Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.dialpad.com/llms.txt > Use this file to discover all available pages before exploring further. # AI Spotlight: Action Items No need for messy notes, [Dialpad AI](https://www.dialpad.com/voice-intelligence/) automatically creates Action Items for tasks mentioned in the conversation — letting you focus on closing that deal, or presenting those metrics. Action Items are tasks that need to be completed following the meeting. These action items often involve assigning tasks and deadlines to individuals or teams, or scheduling a follow-up call or meeting. Let's dive into the details. **Who can use this** Action Items are a part of Dialpad's proprietary AI. Check Dialpad AI country-specific availability [here.](https://help.dialpad.com/v1/docs/en/ai-dialpad-dialpad-ai#ai-language-availability) ## Types of Action Items Dialpad AI detects several different types of Action Items during your calls: ### **Contact** Contact-based Action Items are generated when a follow-up conversation or contact time is discussed. - “You can contact me tomorrow.” - “We will call you on Tuesday.” ### **Send information** Action Items are generated when someone mentions sending over a file or notes. **** - “I will email you the document.” - “You can send him the notes.” - "I'll send that over later" ### **Set up a meeting** Calendarable Action Items are generated when someone mentions setting up a meeting or booking a time slot. - “I can set up a meeting with you to discuss this.” - “I will book a meeting with you on Monday.” ## How Action Items work For an Action item to be captured, a task owner and an action or task must be discussed in the conversation. Recipients and timing are optional details that will be captured when mentioned, but they aren't required to create an Action Item. ### **Task owner** The task owner is the person responsible for the action/task. - The task owner must be either “**I**”, “**we**”, or “**you**” and is *required* in every Action Item - Example: “***We*** will give you a call later” - **Action**: The specific action or task which needs to occur - Example: “We will ***send*** you the invoice.” ### **Recipient** The recipient is the person and/or people who will receive the action. - The recipient must be either “**you**”, “**us**”, “**them**”, “**him**”, or “**her**” - Example: “I will schedule a meeting with ***them*** on Friday.” ### **Timing** Timing is the time when the action will take place. - Example: “I'll send you an email ***tomorrow***” Once Dialpad AI detects the task owner and action, it automatically creates an Action Item. ## How to use Action Items As long as AI is enabled, Action Items will automatically be detected in your meetings and calls. Use Action Items as a checklist to help you keep track of tasks you committed to, and know when you can expect something from someone else. To view Action Items, head to your **Call History** from **Dialpad.com**and select the **AI icon** beside the call. On the Recap tab of the Call Overview Page, you'll find Action Items listed below the AI Recap. ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/action-item-in-summar(1).png) You can also select the Moments filter and check the box beside Action Items. ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/filter-for-action-items.png) ### Action Items in AI Recaps Action Items are also listed in your [AI Recap](/v1/docs/ai-recap), accessible from the Calls and Meetings tabs of your Inbox.![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/action-items-in-inbox.png)You'll also see Action Items listed in the call details within your conversation thread. ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/action-items-in-convo.png) ## Share Action Items Share the action items with your team and others by creating a call summary link and sending it via email or SMS. To share an Action Item: 1. Navigate to the Call Summary page for the call 2. Select **Share![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/Call%20Summary_Recap.png)** 3. Choose the part of the call you'd like to share 4. Set the viewing permissions - Can be accessed by anyone with the URL - Can be accessed by those within your company only 5. Select **Create link** **** ![share_ai_action_item_summary.png](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/14723767007259.png) 6. Copy the link and share ## Action Items for coaching Ensure your agents follow up on their promises by reviewing your team's calls containing Action Items. To see all calls with Action Items, head to **Call History** from **Dialpad.com** 1. Select the **Moment** filter 2. Select **Action Item** 3. Select **Apply ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/moment-filter.png)** 4. Select the **AI icon** beside the call to open its Call Summary page ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/image-1705610600483.png) ## Frequently asked questions ### Can I delete an Action Item? Absolutely! You can delete Action Items for your own calls and Meetings that you were the organizer of. To delete an action item, hover over the Action Item, then select the trashcan icon. ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/delete-action-item(2).png) Action Items can be deleted from the AI Recap, from your Inbox, on the Call Summary Page, and from the Meeting's Exit Page. Deleting is permanent, so think twice before deleting an Action Item.