Transcribe and Summarize Phone Calls
in progress
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Nate Lasko
This would be game changing for anyone who is making recorded sales calls. Similar to Zoom and Otter.ai recorded and summarized meeting notes, having transcribed calls and post call summaries in a format controlled by the user would be amazing. This is a feature that everyone can find value in especially sales people on the road making calls while we are driving between appointments.
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Jacob Miller
LOVE this.
Ronak Jindal
Merged in a post:
Summarizing Calls (Transcriptions)
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Will Anagnos
It would be nice if GHL could set up a trigger to summarize call transcriptions and add it to the "notes" section. As if Otter.io was in GHL
Ronak Jindal
Expected to be here around October end - November.
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Jacob Miller
Ronak Jindal Fantastic! I can stop copy/pasting call summaries back and forth from GHL and my desktop GPT. I want to be able to email my clients / leads a call recap.
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Ben Mitrovich
I want to emphasize how important intentional note-taking is for sales teams. Allowing us to use a customer GPT would have a much greater impact than a generic summary designed for Zoom calls or meeting notes. Different industries require different points of focus during the sales process, and we need the flexibility to define the format, identify key areas to highlight, and ensure that notes capture valuable call-to-actions and insights. This is something that more advanced LLMs like ChatGPT can provide. While a basic summary is nice, it doesn’t meaningfully improve outcomes and often feels more like a surface-level feature. What truly drives results is the ability to customize how notes are created and how transcriptions are synthesized. I hope your team understands the importance of prioritizing these core features over lighter, less impactful ones.
Ronak Jindal
in progress
Ronak Jindal
We are working on 2 things:
- Ability to use transcription in workflows
- Summarisation of phone calls
We expect both of these to go out around late October to November.
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Marcos Miller
I found a solution to this, but it requires an external add on for about $35 per month.
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Ben Mitrovich
Marcos Miller what is it?
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Marcos Miller
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Ben Mitrovich
Summarizing as notes is too limiting. What we really need is the ability to access the full transcription within workflows so we can manipulate it however we want (through a custom ChatGPT prompt)— whether that’s generating summaries, pulling action items, identifying topics, or anything else. The key is having a dynamic, easily accessible transcription field we can plug directly into different parts of the workflow without having to manually copy and paste each time.
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Grenville Lock
I'd like to have a Voice AI Agent be a participant in meetings/calls and then transcribe, summarize, much like Fathom or Fireflie and attached to the contact(s) in attendance. Also, have the option to send a copy of the summary to the meeting attendees.
Ronak Jindal
planned
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Jacob Miller
Ronak Jindal Good job GHL! Thanks Ronak.
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Alexa Rosario
Ronak Jindal yasssss!!! So excited for this. My team is going to be so happy.
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Ben Mitrovich
Ronak Jindal,
We need access to the raw call transcript so we can use it in our own workflows and APIs. Please do not limit us to a GHL's own generic call summary. That is too restrictive, and we rely on our existing customer ChatGPT models across the business. Give us the raw transcript as a stored data source or as dynamic content we can call after any inbound or outbound call.
We currently do this but we have to copy and paste the transcript manually because it's the only way to leverage Chat GPT with your phone system and transcripts.
Please add a trigger called “After Call is Complete.” On trigger, send the full transcription to an API or our custom ChatGPT. Then let us us our model’s output and write it back into GHL Notes, Message Response, Email, or feed it to AI voice etc... you get the idea here.
Next level: interpret each transcript and update structured fields intelligently. Let us convert a conversation into updates for the contact and opportunity records, including multi-select, single select, text, number, and date fields. If a field exists but was not covered and was assigned to update by our action request, flag or tag it as missing so we can see the gaps. That should also create an automatic follow-up task or trigger an internal notification or to the contact by email or SMS automations.
You get the idea.
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Ben Mitrovich
This would be such a game changer for Sales Teams.
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Cj Martinez
I am catering to the legal niche and being able to have access to the raw call transcript so we can use it in our own workflows and APIs would be game changing. Not having this feature has handicapped my business.
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Ben Mitrovich
Cj Martinez You can manually copy and paste it (scrolling with mouse when selected), but ideally it would be nice to have it stored as usable dynamic custom field. Every other system has a quick copy button for their transcripts, I don't know why we can't at least get that now. The transcription feature is so limited in GHL atm.
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Jacob Miller
Yes please!
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