Review call intelligence, transcripts and translation

The short answer

Availability: Available to accounts with access to this workspace or feature.

Step-by-step

1. Review speaker-separated source

   Open Transcript to review timestamped Speaker A/B rows. Generic labels and unknown roles are intentional until a person confirms or corrects them.

2. Verify every AI insight

   Insights can include a summary, action items, questions, objections, commitments, sentiment changes and a suggested outcome. Each AI-generated item is labeled and its evidence control jumps to the supporting speaker timestamp and audio position.

3. Search and navigate transcripts

   Use transcript search for bounded account results. Select a result to open its conversation, focus the matching segment and jump the audio to that timestamp.

4. Correct by creating a revision

   Edit speaker label, confirmed role or transcript text in Corrections. Saving creates a new revision; the original source and previous revisions remain unchanged.

5. Confirm CRM notes explicitly

   Prepare and correct a CRM note suggestion, compare its exact text, then confirm only if it belongs on the tenant-owned contact. Suggesting, correcting or dismissing alone makes no CRM change.

6. Review translation beside the original

   For supported inbound messages, keep Original and Translation visible together. Review detected language and confidence, choose a language when confidence is low, and use correction/history when needed.

7. Manage multilingual templates

   Keep canonical content, generate an AI draft only when the provider is available, make a human correction, review version history and explicitly approve it. Only approved variants can populate the composer.

8. Send only after review

   Translation and template actions only place text in the existing composer. They never send automatically; owned sender, mailbox and consent checks still apply when you press Send.