The Wrap-Up
When you hang up, you don't fly home. You spend thirty seconds confirming what the call was about, what got captured, and what didn't go well.
What's on the screen
- Call summary — AI-drafted, edit anything that's wrong.
- Captured fields — Final review of the facts before they sync.
- Next steps — Tasks, callbacks, appointments the AI proposes. Approve, edit, or delete.
- A short survey — Did the AI help? Anything go wrong? Flag a mistake.
Why the survey matters
Flagged mistakes go to the Quality Playbook overnight. The review AI reads the transcript, figures out what should've gone differently, and proposes a rule. You approve it, and that situation gets handled better next time.
Skipping the wrap-up
You can. Once. Twice. After the third time, your manager gets a notification. We're not nagging — we're protecting the data the rest of your team depends on.