Calls and AI briefs

#Calls from the phone

With the Compass Android app on a counsellor's work phone, every call to or from a lead is logged on the right record by itself: direction, duration and outcome. Calls with unknown numbers wait in Calls, ready to become leads.

#Recordings to summaries

When call recording is on and the phone records calls, the recording is uploaded privately and turned into:

• a transcript, made on your own server; recordings are never sent to an outside speech service;
• a summary of what was discussed;
• objections raised and promises made;
• suggested updates to the record, such as course, city or preferred batch, which you accept or ignore.

Summaries need AI to be on. Without it, transcripts are still saved.

#The AI brief

Every lead keeps a short brief: who they are, what they want, what was promised and what to do next. It updates as calls, messages and stage changes come in. The brief is written from text with names, phones and emails hidden (how).

#Retention

Call audio is deleted six months after the call. Transcripts and summaries stay on the record.