Standard summary setup
Call Summary Delivery
Every completed call produces an organized summary delivered by SMS and email to the contact information configured for the account.
Keep it simple
Choose one primary mobile destination and one primary email destination.
A group email alias may be used when several employees should receive the same email summary. The configuration still remains one standard notification setup.
SMS destination
Use the mobile number of the owner, manager, dispatcher, front desk, or designated on-call contact.
Email destination
Use an individual inbox or a group email alias maintained by the business.
Summary content
Caller identity, reason for calling, requested next step, timing, urgency, and other approved intake details.
Activation checklist
Test before relying on it.
- Confirm the SMS number receives summaries.
- Confirm the email destination receives summaries.
- Confirm the summary contains the details your business needs.
- Confirm the approved caller link works.
- Confirm the contact understands that personal follow-up may still be required.
Activation configures the handoff from the destinations you submit.
The summary configuration is included in the $99 flat monthly plan.