Integrated Telephone AI Call Summaries

Navigator integrates with supported telephone systems to automatically capture and summarise customer calls within Sales 360.

Using AI-powered transcription and summarisation, customer conversations are converted into clear, structured call summaries and stored directly within the customer history timeline.

This gives sales teams immediate visibility of customer interactions without manually typing detailed call notes.

Why This Matters

Manually recording call notes takes time and often leads to inconsistent information across the sales team.

AI Call Summaries help:

• Reduce administration time
• Improve record accuracy
• Capture important customer information
• Maintain consistent call logging
• Improve visibility across the customer journey
• Support smoother handovers between staff

The feature ensures customer conversations are documented clearly and stored against the Sales Enquiry record automatically.

How It Works

When a call is made or received through an integrated telephone system:

1. The call is linked to the customer record.
2. AI transcription processes the conversation.
3. Navigator generates a structured call summary.
4. The summary is stored within the Sales 360 customer activity.

The result is a readable overview of the conversation without requiring manual note entry.